Manager, Reporting & Analytics

Operations Analytics Manager Opportunity in Financial Services

Reporting and Analytics Manager


2300 Windy Ridge Parkway, Atlanta, GA  30339 

20 E Thomas Road, Phoenix, AZ  85012

7755 Third Street North, Oakdale, MN  55128

10 Exchange Place, Jersey City, NJ 07302

877 Executive Center Drive West, St. Petersburg, FL 33702

12325 Port Grace Blvd, La Vista, NE 68128


Advisor Group seeks a leader to bring data-driven clarity to client-facing operational functions.  This is the perfect opportunity for somebody who enjoys a fast-paced environment, exhibits a strong bias for action, and enjoys developing an analytic team & organizational capability.  Ultimately, the selected candidate will use their expertise in data and analytic tools to enhance the organization’s understanding of the factors driving operational outcomes, provide insights allowing operators to improve performance, and close the loop with critical assessments of outcomes vs. expectations. 

Why Advisor Group?

  • Competitive salary and annual bonus paid based on performance
  • Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
  • Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
  • 401(k) match from day one of employment
  • Referral bonuses if we hire your referred applicants to our open positions
  • An enriching and engaging career in financial services – our employees overwhelmingly report that they find meaning and purpose in their day to day work
  • Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events
  • New, professional, and collaborative working environment where parking is provided


  • Hire, develop, and motivate a team of analytic professionals supporting our Advisor-facing operations
    • Leverage analytical and technical skills to develop team members
    • Mentor analysts to develop their ability to identify and succinctly & persuasively communicate business insights to leaders and operators
  • Coordinate work between the analytic team and IT partners to source, collect, harmonize and integrate operationally relevant data from multiple systems across the enterprise
  • Develop and operationalize ML & AI tools to both better understand our business and leverage predictive capabilities throughout call center and processing functions
  • Identify and pursue automation capabilities to minimize and eliminate manual processes for reporting and operational management (i.e. automated triggers / flags alerting managers to potential issues)
  • Engage with operational leaders to understand the individual functions, dissect performance parameters, and develop suitable program business cases & measurement tools / KPIs
    • Establish and refine performance measures for the CXO functions – including core outcomes, operational processes affecting results, and program performance assessments
    • Oversee development of reporting to monitor operational performance across a broad range of functions (i.e. Contact Center results / productivity, processing team efficacy, client satisfaction, etc.)
    • Leverage analytics team to critically assess operational performance, identify improvement opportunities and guide the team in the crafting and developing improved approaches
  • Partner with CXO senior leadership team to ensure a common understanding of results and obtain clear views into operating drivers and important events / actions
    • Own recurring Leadership readouts – incorporating current / correct metrics and analyzing results to include meaningful insights around performance and outcomes
    • Orchestrate automated / online distribution of metrics and reports to the operation and business partners
  • Manage operational / demand forecasting and leverage those tools into actionable programs
    • Create and maintain sophisticated and flexible operational models leveraging findings to improve and expand operational forecasts over time
    • Coordinate analytic interlock with operational and program owners, leveraging analytical tools to assess performance and leading program owners to create more impactful approaches
    • Drive continuous evaluation of operational performance vs. forecasts / expectations to identify increasingly deep, less obvious drivers and related factors
  • Lead cross-functional teams on high priority initiatives to develop solutions and drive implementation
    • Direct ad-hoc research / analysis projects to uncover key information, distill findings, and make & present compelling cases for changes to business processes, marketing, or resource allocations
    • Develop and promote an enterprise-wide understanding of Advisor Group's Advisors & their firms, their interactions with Advisor Group, and how Advisor Group can create more value for them
  • The nature of the role will be dynamic and the selected candidate will need to bring a keen intellect to bear on a wide variety of problems (and the specific problems may vary widely over time)
  • All other duties as assigned

Education Requirements:

  • Master’s Degree from accredited university in Business, Marketing, Economics or related field of study required

Basic Requirements:

  • Experience sourcing, integrating and managing data from multiple systems using SQL based tools
  • Experience leveraging statistical tools & methods and utilizing data science tools (Python, machine learning models, etc.) to develop insights and predictive models
  • Demonstrated advanced Microsoft Excel skills and proficiency with BI toolsets
  • Creative problem-solving skills and a strategic perspective
  • 4 – 6+ years’ experience in analytic roles producing actionable intelligence from raw data
  • Excellent proven analytical and problem-solving skills
    • Capacity to frame and break down complex business problems into key components and recommend practical solutions to drive results
    • Ability to anticipate emerging business needs to build an ever-increasing understanding of the true factors driving client behavior and perception
  • Understanding of relational database concepts, technical ability to access data, organize it, and develop meaningful insights
    • Competent usage of database systems / BI tools (SQL, Business Objects, PowerPivot / Power BI, etc.)
    • Ability to creatively source data and work through multiple channels to secure results
    • Ability to learn new tools quickly and adapt to changing needs and deliverables
  • Excellent verbal, written and interpersonal communication / presentation skills required
    • Ability to confidently deliver information to senior leadership team and other large audiences
    • Interact comfortably and persuasively with senior executives including presentation, influence, and facilitation skills
    • Negotiation, leadership and persuasion skills
  • Ability to work under pressure and tight deadlines in a fast-paced team environment where change is constant and timelines are often short
  • Ability to work cross-functionally to manage bottlenecks, provide escalation management, and balance business needs against technical constraints

Preferred Requirements:

  • Advanced SQL coding / querying ability
  • Experience modelling with Power Pivot / Power BI – Strong DAX knowledge and complex model creation
  • Experience performing analysis on client-facing operational functions
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.