Senior Business Analyst, Advisor Compensation

About the role

Osaic is hiring a Senior Business and Systems Analyst for its Advisor Compensation team in financial services. The analyst acts as a subject matter expert in advisor compensation, financial systems and broker-dealer operations, working with business leaders and cross-functional stakeholders on broker-dealer acquisitions, system integrations and compensation platform enhancements. The role is predominantly intellectual, requires discretion and independent judgment, and operates with minimal supervision. The company is back in the office on a hybrid schedule of at least 4 days per week, so applicants must live at one of the listed hubs and accept this schedule.

Key responsibilities

• Analyze, interpret and translate complex business, compensation and system requirements into strategic solutions
• Evaluate compensation data, identify trends and anomalies and generate insights for business decisions
• Act as subject matter expert and guide strategic projects, business leaders and stakeholders
• Diagnose process inefficiencies and propose system improvements, automation and advanced analytics solutions
• Oversee QA/UAT testing strategies in line with compensation logic and regulatory considerations
• Apply compensation frameworks, financial models and regulatory requirements (e.g. FINRA) in system and process design
• Collaborate with Finance, Legal, Compliance and Technology, and deliver analytical frameworks and reporting models for executives

Required profile

• Bachelor's degree (or higher) in Finance, Accounting, Economics, Information Systems, Data Analytics or a related field; advanced certifications such as CFA or CPA strongly preferred
• 5+ years of experience in business analysis, systems analysis or a similar analytical role in financial services or a related industry
• Advanced knowledge of compensation structures, financial data analysis and/or broker-dealer operations
• Preferred: 5+ years in broker-dealer compensation, knowledge of advisor compensation models and regulatory frameworks, FINRA Series 7 and Series 24 licenses, and experience with M&A and large system integrations

Required skills

• Advanced data analysis tools such as SQL, Excel and Alteryx
• System integration, business process improvement and automation design
• Familiarity with Agile/Scrum, Six Sigma, business process modeling and enterprise systems
• Ability to explain technical data to non-technical audiences

What we offer

• Salary of $95k-$120k per year plus an annual performance-based bonus
• Health, vision and dental insurance, 401k, paid time away and volunteer days