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TruStage

Confidence at every stage

Sales Operations Analyst, Wealth Management

Business AnalystBusiness AnalystFull TimeRemoteSeniorTeam 1,001-5,000Since CUNA Mutual Group, which was founded in 1935H1B No SponsorCompany SiteLinkedIn

Location

Wisconsin

Posted

1 day ago

Salary

$83.1K - $124.7K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Sales Operations Analyst, Wealth Management

TruStage

• Partner with Data & Reporting teams to define, refine, and prioritize reporting requirements aligned with business objectives • Provide business context to support the development of dashboards, metrics, and analytics solutions • Validate reporting outputs to ensure accuracy, usability, and alignment with business expectations • Analyze data to support sales performance, forecasting, and growth initiatives • Identify and troubleshoot data discrepancies, collaborating with appropriate teams to resolve issues • Continuously evaluate and enhance reporting processes for efficiency, scalability, and usability • Gather, document, and prioritize business and technical requirements across multiple stakeholders • Translate business needs into clear, actionable technical specifications • Deliver ad hoc analyses and develop repeatable reporting solutions where applicable • Build and maintain strong relationships with business leaders and technical partners • Proactively identify opportunities to improve reporting, analytics, and decision-making capabilities • Provide reporting and analytical insights to support sales team performance and growth objectives • Interpret and apply business rules to ensure data integrity and consistency • Support execution and understanding of operational processes, including programs such as the LPL charge process • Manage the intake and tracking of contract requests • Support the Business Manager in contract review and redlining processes • Coordinate communication and workflow between sales teams and legal partners • Serve as a coordination point for resolving reporting and system-related issues impacting advisors and sales teams • Partner with external partners and shared services teams to identify root causes and implement solutions • Identify recurring issues and recommend process or system improvements • Drive continuous improvement efforts to enhance data quality, reporting accuracy, and user experience

Job Requirements

  • Bachelor’s degree in business administration, Operations Management, Information Systems, Data Analytics, or a related field (or equivalent experience)
  • 5+ years of experience in business-facing technology, analytics, sales enablement, financial services, or operations
  • Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, data validation, reporting, dashboard development, and analysis of large datasets
  • Demonstrated ability to translate business requirements into technical solutions and vice versa
  • Experience gathering and prioritizing requirements across multiple stakeholders
  • Strong analytical skills with experience interpreting data and validating reporting outputs
  • Proven ability to build effective relationships with both business and technical teams
  • Ability to manage multiple priorities and drive initiatives from concept through implementation

Benefits

  • Medical
  • Dental
  • Vision
  • Employee assistance program
  • Life insurance
  • Disability plans
  • Parental leave
  • Paid time off
  • 401k
  • Tuition reimbursement

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