Sr. Business Analyst

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Practice Management Team has an exciting opportunity available for a Senior Business Analyst.  This role will be responsible for supporting the Practice Management Team (PMT) focused on advisor support through team reporting, metrics, business system support (Salesforce Support Org and Actifi), and enablement of scalable workflows through process documentation, data governance, and automation/AI enhanced capabilities. This role provides back-up coverage across core PMT reporting and business systems support and reports to the Director of PMT Operations.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $90,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Partner and Support PMT Stakeholders and PMT Initiatives

• Serve as a business partner to Advisor Services Directors and PMT members to translate requests into clear requirements, prioritization, and deliverables.

• Own intake for reporting and system requests (triage, scope, success criteria, timelines) and coordinate cross-functional resolution.

• Prepares standard and consistent reporting for scheduled meetings between Advisor Services Directors, other PMT participants, and Advisor Team Leads.

Reporting & Analytics (monthly, quarterly, ad hoc)

• Coordinates and prepares monthly Advisor Team reporting, key metrics, and variance analyses.

• Analyzes and validates results to ensure accuracy, accountability, and data integrity.

• Perform detailed ad hoc analysis to understand drivers of trends or results.

• Maintain and enhance repeatable reporting assets and templates; write and maintain procedure documentation and metric definitions.

• Performs other ad hoc reporting or projects as assigned.

Service Model, Engagement & Performance Reporting

• Maintain and improve ser model reporting (expected vs. delivered touchpoints by tier, region/department and related roll ups

• Support engagement scoring processes and reporting outputs used in leadership and operational reviews

• Partner with stakeholders to identify data gaps, improve classification, and reduce manual effort in recurring reporting

Business Systems Support (ActiFi, Salesforce Support Org)

• ActiFi: Support configuration, reporting/analytics, assessments, training/adoption, and enhancement requests in partnership with the vendor and internal stakeholders.

• Salesforce Support Org: Support data integrity, user access/permissions questions, and field governance; partner with Helpdesk/Technology for admin changes.

• Ensure key channels (Salesforce, Support Org, ActiFi, and downstream reporting) are updated with correct and accurate data.

Data Governance, Automation & Enablement

• Consolidate and maintain PMT data and statistics on an ongoing basis (e.g., NCNM, ECNM, net flows, engagement/activity metrics) across sources.

• Identify data quality issues and drive resolution with appropriate data owners; implement lightweight controls and reconciliation checks.

• Support automation/AI initiatives that improve the capture of follow-up items and streamline recurring reporting workflows.

Communication and Presentation Support

• Assist with preparation of presentations and leadership-ready materials (PowerPoint decks, one-pagers) for events such as Regional Roundtables and PMT initiatives.

• Support communications strategy on behalf of PMT/Advisor Services, including updating intranet/Connections content when needed.

• Prepare Growth Leade