Sales Operations Analyst, Wealth Management

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:
This position serves as a key liaison between business stakeholders and technical teams, supporting a financial advisor-based distribution model serving credit union members nationwide.

This role is responsible for translating business needs into data, reporting, and analytics solutions that enhance advisor effectiveness, support sales performance, and improve operational outcomes. The analyst ensures business priorities are clearly defined, appropriately prioritized, and successfully delivered within a shared services environment. The role will work closely with the Business Management team, providing administrative, analytical, and operational support to ensure successful execution of business priorities.

Job Responsibilities:
Data, Reporting & Analytics

• Partner with Data & Reporting teams to define, refine, and prioritize reporting requirements aligned with business objectives
• Provide business context to support the development of dashboards, metrics, and analytics solutions
• Validate reporting outputs to ensure accuracy, usability, and alignment with business expectations
• Analyze data to support sales performance, forecasting, and growth initiatives
• Identify and troubleshoot data discrepancies, collaborating with appropriate teams to resolve issues
• Continuously evaluate and enhance reporting processes for efficiency, scalability, and usability

Business Analysis & Stakeholder Engagement

• Gather, document, and prioritize business and technical requirements across multiple stakeholders
• Translate business needs into clear, actionable technical specifications
• Deliver ad hoc analyses and develop repeatable reporting solutions where applicable
• Build and maintain strong relationships with business leaders and technical partners
• Proactively identify opportunities to improve reporting, analytics, and decision-making capabilities

Sales & Operational Support

• Provide reporting and analytical insights to support sales team performance and growth objectives
• Interpret and apply business rules to ensure data integrity and consistency
• Support execution and understanding of operational processes, including programs such as the LPL charge process
• Contribute to cross-functional projects supporting sales and operational initiatives

Contract & Process Coordination

• Manage the intake and tracking of contract requests
• Support the Business Manager in contract review and redlining processes
• Coordinate communication and workflow between sales teams and legal partners

Issue Resolution & Continuous Improvement

• Serve as a coordination point for resolving reporting and system-related issues impacting advisors and sales teams
• Partner with external partners and shared services teams to identify root causes and implement solutions
• Identify recurring issues and recommend process or system improvements
• Drive continuous improvement efforts to enhance data quality, reporting accuracy, and user experience

Job Requirements:

• Bachelor’s degree in business administration, Operations Management, Information Systems, Data Analytics, or a related field (or equivalent experience)
• 5+ years of experience in business-facing technology, analytics, sales enablement, financial services, or operations
• Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, data validation, reporting, dashboard development, and analysis of large datasets
• Demonstrated ability to translate business requirements into technical solutions and vice versa
• Experience gathering and prioritizing requirements across multiple stakeholders
• Strong analytical skills with experience interpreting data and validating reporting outputs
• Proven ability to build effective relationships with both business and technical teams
• Ability to manage multiple priorities and drive initiatives from concept through implementation

Preferred:

• Knowledge of financial services, wealth management, broker-dealer operations, and/or financial advisor platforms
• Experience working within a shared services or matrixed environment
• Familiarity with reporting tools and dashboard consumption (e.g., Power BI, Salesforce reporting)

Additional Information

This job description is not intended to be an exhaustive list of duties, responsibilities, or qualifications. Additional responsibilities may be assigned based on business needs.

If you’re ready to help make a difference, apply today.  A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.