Operational Reporting Manager

Allworth Financial; Dallas (TX); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Competitive base pay

Extensive benefits package

Hybrid work schedule

Job summary

Allworth Financial is seeking an Operational Reporting Manager to strengthen its reporting and insight capabilities. The role partners with senior leaders to turn data into clear, actionable views of the business, with emphasis on marketing funnel performance and new business pipeline.

The position may grow into people management as scope expands. This is a full-time exempt role with a hybrid schedule in the Addison office, requiring collaboration across operations and analytics teams to drive

Qualifications

• 7+ years in data, analytics, or reporting roles with senior stakeholders.
• Experience in financial services, wealth management, or related finance.
• Strong ability to translate business questions into reporting requirements.
• Excellent written and verbal communication with leadership.
• Experience building or leading analytics teams preferred.

Responsibilities

• Build and continuously improve operational reporting focusing on funnel performance and new business pipeline.
• Identify trends, anomalies, and drivers; package findings into actionable insights for leadership.
• Maintain knowledge of underlying business processes to ensure accurate reporting.
• Partner with senior leaders across marketing, sales, practice management, and financial services.
• Prepare and deliver leadership-facing reporting, including ELT-level discussions on results.
• Assist data teams with liveboards and data model changes when needed.
• Grow from individual contributor to leading a small analytics team as scope expands.

Skills

Stakeholder management

Data visualization

Communication

SQL

Business partnering

Tools

Tableau

ThoughtSpot

Power BI

Job description

Allworth Financial ( www.allworthfinancial.com ) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

SUMMARY:

The Operational Reporting Manager strengthens Allworth's operational reporting and insight capability, partnering with senior leaders to turn data into clearer, more actionable views of the business. This role focuses heavily on operational reporting, including areas such as marketing funnel performance and new business pipeline, building the reporting and analysis that helps leaders understand what's happening and why.

The role also supports business partnering across a range of operational areas, working with senior stakeholders to identify reporting gaps, prioritize new development, and deliver ongoing insight. This includes periodic exposure to leadership- and ELT-level discussions on operational results. The role is expected to grow into a people-manager position as the team's reporting and partnering scope expands.

This is a full-time Exempt location. Ideal candidate will be able to work hybrid work schedule in our Addison office.

Key Responsibilities

Operational Reporting

• Build and continuously improve operational reporting that gives leadership a clear, accurate view of the business — with particular focus on funnel performance and new business pipeline.
• Identify trends, anomalies, and drivers within operational data, and package findings into insight leadership can act on, not just raw metrics.
• Maintain a strong working knowledge of the underlying business processes behind the numbers to ensure reporting reflects how the business actually operates.

Business Partnering

• Partner with senior leaders across a range of operational areas — potentially including marketing, sales, practice management, and financial services — to understand their reporting and insight needs.
• Translate open business questions into reporting requirements and prioritize development accordingly.
• Represent the analytics function in ongoing conversations with business stakeholders, with the specific mix of relationships expected to evolve over time.
• Prepare and deliver leadership-facing reporting, including periodic involvement in ELT-level discussions on operational results.
• Help identify data issues or open questions that need to be addressed before results are shared with senior leadership.
• Work as a power user of the existing star-schema data model, ThoughtSpot, and the Analytics Hub to self-serve reporting and analysis.
• Route requests that require new liveboards, data model changes, or platform development to the appropriate A&I engineering owner rather than building independently.
• Initially an individual contributor role; expected to build and lead a small team as reporting and business-partnering scope grows.
• Partner with the VP, Analytics & Insights on the timing and shape of that team as scope is proven out.

Qualifications

Required

• 7+ years of experience in data, analytics, or reporting roles, including direct business partnering with senior stakeholders.
• Experience working within financial services, wealth management, or a related finance function.
• Strong track record of translating business questions into reporting requirements and clear, decision-ready insight.
• Strong written and verbal communication skills, with experience presenting analysis to senior leadership.
• Demonstrated ability to manage multiple stakeholder relationships across different business functions concurrently.

Preferred

• Experience with Tableau, ThoughtSpot, and/or Power BI.
• Experience with marketing funnel or sales pipeline reporting specifically.
• Prior experience building or leading a small analytics or reporting team, or clear readiness to grow into that responsibility.

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurancewith VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Allworth Financial’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.