Sr. Business Analyst

Summary :

We are seeking an experienced professional to join our Business Services team. The Sr. Business Analyst will be responsible for establishing a solid understanding of the operations, policies, and infrastructure of Business Services, and identifying opportunities for improvement therein.

Essential Duties & Responsibilities :

• Work within Business Services to gain a comprehensive understanding of operational processes and technological capabilities.
• Draft business cases and visual workflows to demonstrate ways to improve the client, advisor, and back-office experience.
• Collaborate with home office peers, strategic partners, and the field to lead testing and implement new processes.
• Facilitate successful implementation of business efforts by driving the readiness and adoption of new capabilities around the firm through the development of interactive training collateral and internal and external communications.
• Identify key performance statistics to track progress and measure the impact of new and updated processes.
• Lead critical day-to-day business matters and special projects for the division, such as meeting ongoing requests from our regulators or auditors.

Qualifications :

• Proficient with technology including NetX360, Salesforce, Orion, and Microsoft Office Suite.
• Collaborative with ability to prioritize and work on multiple projects concurrently.
• Problem solver with the ability to turn complex problems into realistic solutions.
• Self-starter, open minded and intellectually curious.
• Service-oriented with excellent client service skills.
• Detail oriented and organized.
• Excellent written and interpersonal communication skills.
• Analytical, with the ability to interpret and communicate information effectively.

Education and / or Work Experience :

• Minimum Required : Bachelor's degree in business or related field and / or equivalent work experience.
• Minimum Required : 3+ years of financial services industry experience; working knowledge of management business, including investment products, operational processes, account types and regulations is a plus.

Licenses / Registration :

Minimum Required : FINRA Series 7, 63 and / or 66 licenses or must obtain with the first 6-9 months of employment.

About Benjamin F. Edwards & Co.

If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place.

Founded in 2008 and serving more than 300 advisors with over $30 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support.

To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best.

Having fun is part of the firm's mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.

Benjamin F. Edwards is an Equal Opportunity Employer.

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