Advisor Compensation Systems Lead

Osaic

Atlanta (GA)

Hybrid

USD 95,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Vision insurance
Dental insurance
401k
Paid time away
Volunteer days

Job summary

Osaic is seeking a Senior Business Systems Analyst with deep expertise in advisor compensation, financial systems, and broker-dealer operations. You will analyze complex compensation structures, data tables, and system integrations, applying independent judgment to design scalable solutions.

You will partner with Finance, Legal, Compliance, and Technology to drive broker-dealer acquisitions, system integrations, and compensation platform enhancements, operating with significant autonomy in a

Qualifications

  • 5+ years in Business/Systems Analysis within financial services or similar.
  • Advanced knowledge of compensation structures and financial data analysis.
  • Ability to exercise independent judgment on complex problems.
  • Strong analytical capability to synthesize data into insights.
  • Proficient in data analysis tools (SQL, Excel, Alteryx) and system integrations.
  • Experience designing automation and cross-functional process improvements.

Responsibilities

  • Lead analysis and translation of complex compensation and system requirements.
  • Apply analytics to evaluate compensation data and identify trends.
  • Serve as SME in advisor compensation, financial systems, and broker-dealer ops.
  • Design solutions for complex business problems with independent judgment.
  • Diagnose inefficiencies and develop automation and analytics enhancements.
  • Oversee testing strategies (QA/UAT) for compensation logic and regulatory needs.
  • Collaborate with Finance, Legal, Compliance, and Technology to align objectives.
  • Evaluate risks and prioritize initiatives in a fast-paced environment.
  • Develop analytic frameworks, reporting models, and insights for executives.

Skills

SQL
Excel
Alteryx
Broker-dealer knowledge
Compensation analysis
Data storytelling

Education

Bachelor's degree in Finance/Accounting/Economics/IS
CFA/CPA or equivalent credentials preferred
Equivalent combination of education & experience

Tools

SQL
Excel
Alteryx

Job description

Osaic is seeking a Senior Business Systems Analyst with deep expertise in advisor compensation, financial systems, and broker-dealer operations. You will analyze complex compensation structures, data tables, and system integrations, applying independent judgment to design scalable solutions.

You will partner with Finance, Legal, Compliance, and Technology to drive broker-dealer acquisitions, system integrations, and compensation platform enhancements, operating with significant autonomy in a

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