Senior Technical Analyst & System Administrator - Wealth Management

The main purpose of this job is to build and maintain our sales and incentive reporting software tied directly to the growth of the wealth division. Core responsibilities include project management, new builds, implementing system enhancements and data management.

Responsibilities

The main purpose of this job is to build and maintain our sales and incentive reporting software tied directly to the growth of the wealth division. Core responsibilities include project management, new builds, implementing system enhancements and data management.; Own, design, build and deliver projects outlined in the department’s roadmap related to the incentive compensation management and performance management systems; Responsible for capturing business requirements, system configuration, workflow design, analyzing and testing results, aligning downstream processes and implementing solutions using department applications; Partner in cooperation with internal information systems departments & vendors; Provide technical direction, maintenance, and support for department applications, and act as the business and system resource. Ensure proper use of test and production environments; Create and maintain documentation of processes, policies, application configuration, and other ‘guide’ materials for internal user base; Work with team members to identify and resolve incidents using defined processes; Partner with team and management in the planning & executing of process improvements; Participate in team-wide efforts to accomplish organizational & departmental initiatives; Perform other duties as assigned

Requirements

Strong understanding of operations, governance, and controls that can impact systems and calculations; Strong ability to perform data validation, develop processes and deliver efficient end user solutions; Ability to visualize and translate business needs into technological solutions; Strong ability to translate and summarize technical to business applications, often with an executive audience; Solid grasp of integrations, workflow solutions, database concepts, hierarchy/access controls, and reporting/analytics solutions; Ability to use platform applications to refine data, perform advanced logic-based calculations and leverage some SQL code; Ability to model business processes using a variety of tools and techniques; Capable of working both independently and within a group to deliver results; Ability to maintain a high degree of professionalism and confidentiality; Highly motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities; Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills; Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values; Strong level of proficiency with Microsoft Office 365, including advanced Excel; Bachelor’s degree or equivalent combination of education and experience required; 5+ years experience with data analytics and project management required; Extensive experience working with Excel and database environments required

Nice to have

Experience working with complex data environments and enterprise applications (SAP, Workday, Performio, Databricks, Salesforce, etc.) preferred; Experience with compensation and/or performance metrics preferred; Experience in the financial industry (investments or banking) preferred

Benefits

employer sponsored health insurance; dental insurance; vision insurance; 401(k); life insurance; paid vacation; paid personal time; career development; education assistance; voluntary supplemental benefits