CareerPlan

Financial Analyst - Sales Compensation & Distribution

New York, New York, United States of AmericaFull-time$90k–$140k2026-10-09 → 2026-10-24
Based in United StatesNo visa sponsorship

Core

Director on the Sales Incentive Compensation and Distribution Analytics team supporting distribution economics, sales compensation, business planning, forecasting, and management reporting across Investment Management.

Role type

Director, Financial Planning & Analysis (Sales Compensation)

Builds

Sales incentive compensation plans, forecasting models, distribution profitability frameworks, and management reporting dashboards.

Domain

Investment Management / Financial Services

Required skills

Scenario analysis, SAP Incentive Compensation Management administration, forecasting modeling, analytical framework design, Excel, PowerPoint, variance analysis, data visualization

Preferred skills

Asset management experience, AI toolset proficiency, automation of reporting processes

Technologies

SAP Incentive Compensation Management, Excel, PowerPoint

Responsibilities

Develop scenario analysis for sales incentive compensation plan design; Own administration of sales incentive compensation plans and payroll; Manage sales compensation programs and reporting; Develop and maintain forecasting models for sales, revenue, and expenses; Build analytical frameworks for distribution profitability trends; Support fee sharing and intermediary economics analysis; Partner with Sales, HR, Finance, and Operations on business initiatives.

Seniority

Director, strategic partner level