Rewards and Merchandize Analyst
Core
Manage, administer, and fulfill advisor rewards, campaign incentives, and branded merchandise to drive advisor engagement.
Role type
Rewards and Merchandize Analyst
Builds
Advisor rewards programs, incentive campaigns, and branded merchandise
Domain
Financial Services / Marketing
Deliverable
product features
Required skills
MS Excel, Photoshop, Canva, budget administration, procurement processes, vendor management, inventory management, stakeholder coordination
Preferred skills
Agency force familiarity, creative development
Responsibilities
Develop and implement rewards and incentive programs; coordinate rewards sourcing, procurement, and distribution; prepare reports on rewards utilization and effectiveness; create promotional creatives and art cards; monitor campaign budgets and process vendor payments.
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