Regional Analyst

Regional Analyst

Requirements

• Bachelor’s Degree or equivalent education
• Advanced Excel and PowerPoint skills
• Effective written and verbal communication skills
• Strong attention to detail
• Ability to identify issues and trends in order to anticipate change and provide recommended solutions and remedies
• Exceptional organizational skills
• Ability to organize and prioritize workflow and assignments in a deadline oriented environment
• Ability to interact and all levels of Firm Management
• Ability to multitask in a fast-paced environment
• Excellent judgment and ability to be discreet in all matters
• Outstanding interpersonal skills
• Strong work ethic

Responsibilities

• Responsible for analyzing branch metrics on profitability, headcount, diversity, product engagement, and overall performance metrics to assess required resources and assist in driving regional strategic decisions and initiatives
• Support the Regional Director and Regional Chief Operating Officer in identifying the region’s largest growth opportunities across the platform
• Develop actionable reports for field managers to understand current performance and identify client opportunities
• Analyze current processes and generate solutions to improve business performance and efficiency of the region
• Present insightful findings, share key strategies, and communicate important updates in leadership meetings
• Create ad-hoc analysis for Senior Management related to regional performance
• Facilitate the planning and execution of regional leadership forums and training sessions for field management by managing the agenda, speakers, and content to enhance leadership development and drive organizational success
• Create presentations for monthly regional calls and regional leadership forums
• Participate in regional business reviews and document key takeaways
• Oversee the hiring allocation process for the Financial Advisor Associate Program within the region by prioritizing candidate selection based on talent needs, coordinating with the sourcing team, and offering guidance to associate market managers on timelines and expectations
• Coordinate external recognition and summit invitations for advisors across the region for Forbes and Barron’s
• Manage databases, spreadsheets, and other software platforms to automate business functions and to track business activities

Preferred Qualifications

No preferred qualifications provided.