Business Execution Consultant – FA Channel Transfer

Responsibilities

• Provide Operational & Analytical Execution
• Pull, validate, and analyze operational data using Excel (including formulas, pivot tables, lookups).
• Identify patterns, trends, and issues; explain findings in a clear, structured way to partners.
• Support evidence gathering for controls, monitoring routines, and risk‑related processes.
• Troubleshoot data discrepancies, system issues, and workflow gaps; propose resolutions.
• Conduct Business Analysis & Support Problem Solving
• Perform research on moderately complex business and operational issues requiring analytical and conceptual skills.
• Document processes, controls, and findings with high accuracy and attention to detail.
• Contribute to operational enhancements, efficiency efforts, and process improvements.
• Work Cross‑functionally & Communicate
• Act as a business‑facing partner: interpret data, communicate insights, and describe what actions should be taken.
• Maintain strong relationships across cross‑functional teams and support leaders through concise updates and recommendations.
• Explain not only what the data shows but why it matters and how to solve the identified issue.
• Support Programs & Initiatives
• Assist in planning and executing risk, efficiency, and customer‑experience initiatives.
• Track, manage, and monitor deliverables across multiple work streams.
• Provide structure, follow‑through, and documentation for initiatives and recurring routines.

• 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Experience in investment operations, including account coding for transitioning a Financial Advisor’s book of business
• Proficient Excel skills, including formulas (e.g., VLOOKUP), pivot tables, and data analysis tools.
• Familiarity with Beta functions/green screens (preferred but not required)
• Experience using Tableau/Power BI for data analysis and reporting
• Experience pulling data/queries and troubleshooting operational issues
• Advisor Gateway experience is a plus
• Expert ability in tracking, updating, and monitoring project or operational deliverables
• Analytical mindset with experience in validation, evidence gathering, and control routines
• Strong verbal and written communication skills, with the ability to simplify complex information for non‑technical audiences
• Highly organized with exceptional attention to detail
• Ability to work in a fast‑paced environment, manage multiple tasks, and prioritize effectively.