Sr. Analyst, Growth Program Operations
Core
Run daily operations for advisor referral and partnership programs, managing shared inboxes, onboarding, and escalations to ensure consistent service levels as the advisor base scales.
Role type
Senior Analyst, Program Operations
Builds
Advisor referral and partnership programs
Domain
Wealth Management / Financial Services
Required skills
Program management, cross-functional coordination, analytical skills, MS Office (Excel, PowerPoint), process optimization
Preferred skills
Referral/partnership program experience, compliance-sensitive process knowledge, process streamlining
Technologies
MS Office, PowerBI
Responsibilities
Manage shared inbox and advisor inquiries, support advisor/partner onboarding, coordinate across compliance and licensing teams, track volumes and turnaround times, resolve escalations
Seniority
Senior, hands-on IC