Sr. Business Analyst

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Senior Business Analyst will support the Practice Management Team by managing reporting, metrics, and business systems support, while also enabling scalable workflows through process documentation and automation.

Responsibilities:

• Serve as a business partner to Advisor Services Directors and PMT members to translate requests into clear requirements, prioritization, and deliverables
• Own intake for reporting and system requests (triage, scope, success criteria, timelines) and coordinate cross-functional resolution
• Prepares standard and consistent reporting for scheduled meetings between Advisor Services Directors, other PMT participants, and Advisor Team Leads
• Coordinates and prepares monthly Advisor Team reporting, key metrics, and variance analyses
• Analyzes and validates results to ensure accuracy, accountability, and data integrity
• Perform detailed ad hoc analysis to understand drivers of trends or results
• Maintain and enhance repeatable reporting assets and templates; write and maintain procedure documentation and metric definitions
• Performs other ad hoc reporting or projects as assigned
• Maintain and improve ser model reporting (expected vs. delivered touchpoints by tier, region/department and related roll ups
• Support engagement scoring processes and reporting outputs used in leadership and operational reviews
• Partner with stakeholders to identify data gaps, improve classification, and reduce manual effort in recurring reporting
• ActiFi: Support configuration, reporting/analytics, assessments, training/adoption, and enhancement requests in partnership with the vendor and internal stakeholders
• Salesforce Support Org: Support data integrity, user access/permissions questions, and field governance; partner with Helpdesk/Technology for admin changes
• Ensure key channels (Salesforce, Support Org, ActiFi, and downstream reporting) are updated with correct and accurate data
• Consolidate and maintain PMT data and statistics on an ongoing basis (e.g., NCNM, ECNM, net flows, engagement/activity metrics) across sources
• Identify data quality issues and drive resolution with appropriate data owners; implement lightweight controls and reconciliation checks
• Support automation/AI initiatives that improve the capture of follow-up items and streamline recurring reporting workflows
• Assist with preparation of presentations and leadership-ready materials (PowerPoint decks, one-pagers) for events such as Regional Roundtables and PMT initiatives
• Support communications strategy on behalf of PMT/Advisor Services, including updating intranet/Connections content when needed
• Prepare Growth Leaders Circle and Micro Monday reporting and statistics to be posted on Connections and presented, as requested

Requirements:

• Superior verbal and written communication skills; ability to translate analysis into clear recommendations and stakeholder ready materials
• Proficient with Microsoft Office Suite – specifically PowerPoint and Excel
• Working knowledge of BI/reporting concepts (Power BI a plus) and comfort with data quality, definitions, and governance
• Ability to work independently, manage competing priorities, and provide reliable back-up cover for critical reporting and systems support
• Bachelor's degree (or equivalent experience) in business; finance, economics or related preferred
• 8+ years in Financial Services industry, business analysis, reporting/analytics or business systems support, project management experience preferred
• Strong knowledge of data platforms and data extraction (Salesforce, Orion preferred)
• FINRA Series 7 & 66 preferred