Measurement Analyst Sr - Wealth Sales

Position: Performance Measurement Analyst Sr - Wealth Sales and Incentives
PERFORMANCE MEASUREMENT ANALYST SENIOR - WEALTH SALES PERFORMANCE AND INCENTIVES WHAT IS THE OPPORTUNITY?

The Private Bank & Wealth Management division is seeking a Senior Analyst to support the Sales Performance Analytics and Compensation Incentives Manager.

This role offers an excellent opportunity to develop deep expertise in financial analytics, sales performance measurement, and incentive compensation plan administration. As a key member of the analytics team, you will work closely with the Manager, assisting with day-to-day operations and gradually expanding responsibilities to support the division during peak periods and manager absences. This role involves both analytical and operational responsibilities: analyzing sales performance across business units, supporting the design and delivery of performance reporting, and directly assisting with incentive compensation plan administration.

You will work with the Private Banking Wealth Management executive leadership team, supporting their decision-making with timely, accurate, and insightful reporting.

WHAT WILL YOU DO?
Analytics & Reporting Develop and maintain reports and dashboards to measure sales performance, productivity, and profitability across business units and client-facing roles

Integrate and validate data from multiple systems (CRM, financial platforms, etc.) to create coherent datasets for analysis

Produce routine performance reports, scorecards, and ad hoc analyses for division leadership, regional managers, and individual contributors

Analyze trends, identify discrepancies, and research root causes; recommend solutions to management

Assist in creating and maintaining performance management reporting at division and regional levels

Support the Manager in designing new reports and refining existing ones based on stakeholder feedback

Incentive Compensation Support Assist with the design and administration of incentive compensation plans across business units

Support the creation of manager and individual colleague scorecards and performance tracking reports

Help manage and execute the incentive reporting process, including reconciliations and audit support

Participate in issues resolution related to compensation calculations and reporting

Support the annual budget development, goal-setting process, and year-end compensation activities

Assist with internal and external audits (OCC, etc.) by preparing reports and documentation

Technical & Operational Duties Manage data integration workflows, including writing and optimizing SQL queries and leveraging Snowflake for data extraction and transformation

Create advanced Excel tools including complex formulas, macros, and Pivot Tables for data analysis and reporting

Build and maintain visualizations and dashboards in Tableau or similar BI tools

Support vendor and application management related to analytics responsibilities

Ensure compliance with all Bank Operational and Credit policies, regulatory requirements, and governance standards

Serve as deputy to the Manager, stepping in to manage ongoing operations during absences or peak periods

Collaboration & Development Partner with the Manager and analytics team to understand stakeholder needs and deliver requested analyses

Collaborate with regional managers, finance partners, and HR Compensation to support incentive plan execution

Develop technical and analytical capabilities while building knowledge of the Private Banking Wealth business

Contribute to team projects and initiatives that enhance analytics capabilities WHAT DO YOU NEED TO SUCCEED?

Must-Have Requirements Minimum of 5+ years of financial analysis experience and/or sales analysis experience, with demonstrated success in a professional analytical role Minimum of 2+ years of sales performance reporting and/or compensation analytics experience (preferred 3+ years)
Minimum of 3+ years of advanced Excel experience, including demonstrated proficiency with complex formulas, macros, Pivot Tables, and other advanced data manipulation techniques

Minimum of 1+ years working with SQL or other advanced database query tools (SQL, Snowflake, Python, or Alteryx preferred)
Experience running or supporting incentive compensation plans or sales compensation programs is a strong plus Banking or financial services industry experience preferred

Skills & Competencies Strong analytical and mathematical skills; comfort working with large datasets and complex analyses

Hands-on proficiency with Tableau, Salesforce CRM Analytics, or similar business…