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Business Operations Specialist
2 months ago
We are seeking a highly skilled and experienced professional to join our Business Services team at Benjamin F. Edwards & Co. as a Sr. Business Analyst.
Key Responsibilities- Establish a comprehensive understanding of operational processes and technological capabilities within Business Services.
- Draft business cases and visual workflows to identify opportunities for improvement and enhance 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 readiness and adoption of new capabilities through 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, including meeting ongoing requests from regulators or auditors.
- 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.
A Bachelor's degree in business or a related field and/or equivalent work experience is required. A minimum of 3+ years of financial services industry experience, with a working knowledge of management business, including investment products, operational processes, account types, and regulations, is preferred.
Licenses/RegistrationA FINRA Series 7, 63, and/or 66 license is required, or must be obtained within the first 6-9 months of employment.
About UsBenjamin F. Edwards & Co. is a firm that values its legacy of family and colleagues, cherishing an environment where all succeed through collaborative support. 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. We offer a comprehensive benefits package, including health, dental, vision, 401(k), life insurance, disability, and paid time off. 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.
