Business Analyst – Corporate Finance, Advisor Compensation & New Advisor Team Onboarding

Hamilton, MT - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Must Have Technical/Functional Skills

Experience in business analysis ideally within financial services or wealth management.
Knowledge of corporate finance principles and advisor compensation models.
Background in defining and implementing business workflows.
Strong communication and stakeholder management abilities.
Capable of independent and collaborative work in a changing environment.
Competent in documenting current and future state processes related to Rockefellers data ecosystem and digital experience.
Experience with UI development including requirements definition and design.
Demonstrates critical thinking and an enterprise perspective.
Familiarity with systems and tools used at Rockefeller such as DevOps Dynamics 365.
Finance & Operations Alteryx Power BI Solver Jaccomo.

Roles & Responsibilities

Lead and support cross-functional projects related to corporate finance and advisor operations.
Elicit analyze and document business requirements (user stories process maps controls) and convert them into specifications for engineering; manage backlog prioritization and acceptance criteria. Work with Technology & Operations Program Management.
Collaborate with engineering and operations teams to organize deliverables assess risks and keep projects on track.
Analyze advisor performance metrics and compensation structures for strategic decision-making.
Define onboarding workflows for new advisors ensuring compliance and operational preparedness.
Facilitate communication among stakeholders to ensure clarity and alignment.
Support AI-related initiatives by identifying opportunities for automation data integration and reporting.

TCS Employee Benefits Summary:

Discretionary Annual Incentive.

Comprehensive Medical Coverage: Medical & Health Dental & Vision Disability Planning & Insurance Pet Insurance Plans.

Family Support: Maternal & Parental Leaves.

Insurance Options: Auto & Home Insurance Identity Theft Protection.

Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.

Time Off: Vacation Time Off Sick Leave & Holidays.

Legal & Financial Assistance: Legal Assistance 401K Plan Performance Bonus College Fund Student Loan Refinancing.

Salary Range: $90000 - $120000 a year

Must Have Technical/Functional Skills Experience in business analysis ideally within financial services or wealth management. Knowledge of corporate finance principles and advisor compensation models. Background in defining and implementing business workflows. Strong communication and stakeholder ...