Sr Business Analyst, Advisor Compensation
Osaic
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Benefits offered by this job
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
Education
Tools
Job description
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Full-time
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.
The Senior Business and Systems Analyst serves as a subject matter expert in advisor compensation, financial systems, and broker-dealer operations. This role's primary duty is the performance of work requiring advanced knowledge in financial services, compensation structures, data tables and systems integration, which is predominantly intellectual in character and requires consistent exercise of discretion and independent judgment.
The role is responsible for analyzing complex business and system challenges, interpreting compensation and financial data, and designing strategic solutions that support organizational objectives. The Senior Analyst partners with business leaders and cross-functional stakeholders to lead initiatives related to broker-dealer acquisitions, system integrations, and compensation platform enhancements, operating with minimal supervision and significant autonomy.
- Bachelor's degree (or higher) required in Finance, Accounting, Economics, Information Systems, Data Analytics, or a related field
- Advanced certifications (e.g., CFA, CPA, or equivalent specialized credentials) strongly preferred
- Equivalent combination of advanced specialized education and experience demonstrating comparable professional knowledge may be considered
- Lead the analysis, interpretation, and translation of complex business, compensation, and system requirements into strategic and scalable solutions
- Apply advanced analytical methods to evaluate compensation data, identify trends and anomalies, and generate insights that inform business decisions
- Serve as a subject matter expert in advisor compensation structures, financial systems, and broker-dealer operations, providing guidance to strategic projects, business leaders, and stakeholders
- Design and recommend solutions to complex, non-routine business problems requiring independent judgment and evaluation of multiple variables
- Diagnose process inefficiencies and develop innovative enhancements, including system improvements, automation strategies, and advanced analytics solutions
- Provide expert oversight and direction for testing strategies (QA/UAT), ensuring alignment with complex compensation logic and regulatory considerations
- Interpret and apply compensation frameworks, financial models, and relevant regulatory requirements (e.g., FINRA considerations) in system and process design
- Lead cross-functional collaboration with departments such as Finance, Legal, Compliance, and Technology to resolve complex issues and align on strategic objectives
- Evaluate risks, competing priorities, and business constraints, exercising discretion to recommend and implement effective solutions
- Develop and deliver analytical frameworks, reporting models, and insights to support executive decision-making
- Influence system design, business processes, and integration strategies through expert analysis and recommendations
- Operate with minimal supervision, managing multiple complex initiatives simultaneously in a dynamic, fast-paced environment
- 5+ years of experience in Business Analysis, Systems Analysis, or a similar analytical role within financial services or a related industry
- Demonstrated advanced knowledge of compensation structures, financial data analysis, and/or broker-dealer operations
- Proven ability to exercise independent judgment and discretion in analyzing complex, non-routine business and financial problems
- Strong analytical capability, including the ability to synthesize complex and ambiguous information into actionable insights
- Advanced proficiency in data analysis tools (e.g., SQL., Excel, Alteryx, or comparable platforms) and ability to leverage and apply them to complex business scenarios
- Experience designing solutions for system integrations, business process improvements, and automation initiatives
- Ability to interpret complex data sets and make recommendations that influence business strategy and operational outcomes
- Strong communication skills, with the ability to clearly articulate complex concepts to both technical and non-technical audiences
- Proven ability to work independently, prioritize effectively, and manage multiple high-impact initiatives concurrently
- Familiarity with Agile/Scrum and Six Sigma methodologies, business process modeling, and enterprise systems
- Exceptional ability to communicate technical data clearly to non-technical stakeholders (often referred to as business storytelling)
- Ability to map current-state workflows (using flowcharts or data models) to identify bottlenecks and efficiency opportunities
- 5+ years of experience in Broker Dealer Compensation
- Knowledge of advisor compensation models and regulatory frameworks
- FINRA Series 7 and Series 24 licenses
- Experience supporting mergers, acquisitions, and large-scale system integrations
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