Sr. Operations Data Analyst

Operations Data Analyst Opportunity in Financial Services

Sr. Operations Data Analyst

Location(s):      2300 Windy Ridge Parkway, Atlanta, GA  30339 


Advisor Group seeks a Sr. Operations Data Analyst to help 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 understanding of data, using that understanding to crystalize the organization’s conception of key drivers influencing results, and leveraging information to improve performance. 

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


  • Define and continually refine appropriate performance measures for the CCEO 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 and parameters (i.e. Contact Center results / productivity, processing team efficacy, client satisfaction, etc.)
    • Access multiple data sources to capture and synthesize relevant data elements
    • Create and automate reporting capabilities around identified measures
    • Define and implement improved data collection, storage, and access methodologies (systems & processes) to analyze operations & client-impacting activities and streamline Advisor Group's ability to critically monitor performance results
  • Use analytical skills to critically assess operational performance and help guide the team in the crafting and developing improved approaches
    • Identify improvement opportunities and advocate for beneficial enhancements to customer-facing processes and efforts
    • Work with operating and program teams to develop suitable business cases and define program / campaign effectiveness measurement tools / KPIs
    • Particular attention to identifying and exploiting differential characteristics among channels and customer segments leveraging advanced statistical capabilities for correlation and causal analysis
    • Serve as a leader to and liaison for an advanced statistical analysis team
  • Lead operational / demand forecasting and drive those findings into actionable programs
    • Create and maintain sophisticated and flexible operational models, taking those findings and driving them into programs to improve results
    • Lead and coordinate analytic interlock with operational and program owners, leveraging analytical capabilities to assess performance and leading program owners to create more impactful approaches
    • Lead interlock with Finance on planning functions related to operations
    • Ensure analytic team works with operating and program teams to develop suitable business cases and define program effectiveness measurement tools and KPIs
  • Lead analysis of actual operational performance vs. forecasts / expectations
    • Continuous evaluation of operational efficiency identifying deeper, less obvious drivers and related factors
    • Identify variance drivers & root causes with emphasis on identifying weak spots in performance and improvement opportunities
    • Leverage findings to improve and expand operational forecasts
  • Lead cross-functional teams on high priority initiatives to develop solutions and drive implementation
    • Undertake 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
    • Gather & analyze data through quantitative and qualitative mechanisms to provide insight for decisions on critical strategic issues
    • Develop a thorough understanding of Advisor Group's Advisors & their firms, their interactions with Advisor Group, and Advisor Group can create more value for them
  • Own operating results communications and analysis
    • Manage recurring Leadership readouts – incorporating current / correct metrics and analyzing results to include meaningful insights around performance and outcomes
    • Partner with CCEO senior leadership team to ensure a common understanding of results and obtain clear views into operating drivers and important events / actions
    • Post metrics to online data distribution tools (Power BI, SharePoint, etc.)
  • 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)
  • Leverage analytical and technical skills to develop more junior team members
  • All other duties as assigned

Education Requirements:

  • Master's degree in Business, Marketing, Economics or a related field of study

Basic Requirements:

  • 4 – 6+ years’ experience in analytic roles producing actionable intelligence from raw data
  • Demonstrated advanced Microsoft Excel skills
  • Proficient with BI toolsets - SQL-Based GUI tools, Power BI, PowerPivot, etc.
  • Experience using SQL Server and/or Oracle data repositories
  • Knowledge of statistical analytical methods – regression models, CHAID, data mining techniques, etc
  • Creative problem-solving skills and a strategic perspective
  • 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
  • High competency with standard office software
    • Efficiency w/ MS Office tools to create documents and presentations
  • Excellent verbal, written and interpersonal communication / presentation skills required
    • Ability to confidently deliver information to senior leadership team and other large audiences
    • The ability to 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.