Production Support Analyst

Be a part of the team behind our success!  At Advisor Group, we support more than 5,000 financial advisors, 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.

Production Support Analyst Opportunity in Financial Services


Location:          2300 Windy Ridge Parkway #750   Atlanta, GA  30339 

Summary:

We are seeking a Production Support Analyst to join the Investment Advisory Platform & Development team to become a subject matter expert on the firm’s proprietary Investment Advisory platform. The primary responsibility of this role is to coordinate the resolution of production support items for the broker/dealer’s Investment Advisory platforms. The analyst will represent the interests of the investment advisory services business and its clients through their essential duties and responsibilities:

Keys:    investment advisory, platform support, wealth management     

Responsibilities:

  • Provide inbound call support as one of the primary analysts and troubleshooters for complex Investment Advisory platform related issues and inquiries
  • Monitor, triage, and track open incident tickets in IA Platform Management queue until resolution
  • Escalate platform issues by collaborating with the relevant internal stakeholders and related vendors (Pershing, Envestnet) to ensure timely resolution
  • Define business requirements for and assist in prioritization of platform fixes and enhancements with IA business leaders
  • Perform user acceptance testing of platform fixes and enhancements
  • Serve as platform expert on inquiries from internal Sales, Support, and Training departments
  • Train home office and external users on platform features
  • Identify opportunities to create new or improve existing training materials
  • All other duties as assigned

Education Requirements:

  • Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.  Minimum of high school diploma or equivalent is required. 

Basic Requirements:

  • 2 years’ experience in brokerage operations and/or business systems technology
  • Strong communication skills and proper phone skills required
  • Ability to analyze and interpret information to determine severity of issue and urgency needed
  • Ability to effectively present information and metrics as well as respond to questions from clients, vendors, groups of managers and other internal staff
  • Ability to apply concepts of basic algebra to determine fees, discounts, commissions, and percentages
  • Proficiency in MS Office, specifically Excel and PowerPoint, and familiarity with Salesforce CRM
  • Work on multiple items simultaneously in fast paced environment
  • Self-starter that works well with a team as well autonomously with moderate supervision

Preferred Requirements:

  • FINRA Series 7 is preferred