2 operations associate jobs found

JustinBradley JustinBradley's client, a boutique wealth management firm, is adding an Associate Advisor to their team. The firm’s financial planning expertise and tailored approach in meeting the needs of their clients has resulted in steady growth and community recognition. They are eager to add a finance professional focused on value and culture. This role presents the opportunity to learn from experienced Advisors, develop a well-rounded understanding of all parts of the business. Playing a key role in continuing the practice's growth, the Associate Advisor will work directly with clients to perform reviews, market updates, trades and assist with financial, estate & retirement planning. The Associate Advisor will enjoy a collaborative environment and provide operational, administrative and client service support as they work with the Senior Practice Partner and other Lead Financial Advisors. Key Responsibilities include, but are not limited to: Prepare and...

JustinBradley As a Sales Finance Analyst, you will be responsible for collecting and analyzing sales data associated with the public sector, large commercial, small commercial, and residential customers, providing insights for business growth, customer segmentation, and sales strategies. Highlighted Responsibilities: Process monthly account manager commissions and broker commissions. Analyze sales and customer data to provide insights for business growth by partnering with IT and operations (pricing). Track Sales Key Performance Indicators (KPIs), including but not limited to sales activities, efficacies, and quota attainment. Create dashboards in Salesforce.com, Tableau, Excel, and other platforms to visualize data and present business stories. Assist in the development of sales goals (quotas) and sales strategies to achieve the goals. Provide timely status reports on all projects and assignments. Coordinate with Marketing and other teams to test all...