Business Analyst, Operations

CETERA

. Provide support for Cetera Financial Group under Specialty Operations .

Posted 11/3/2026full-timeDallas • Texas • United StatesMid-LevelSenior💰 $75,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in data analysis and presentation, particularly using Microsoft Excel, to support Advisory and Fee For Service operations. Capable of effective communication with leadership and teams to resolve issues and provide insights based on metrics and capacity data.

Highest-signal resume keywords

Microsoft Excel ExpertiseData AnalysisCommunication SkillsAdvisory Products KnowledgeIssue Resolution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisExcel FormulasPivot TablesData PresentationTroubleshootingCapacity ReportingMetrics AnalysisData OrganizationBrokerage KnowledgeAdvisory Knowledge

Soft Skills

Attention to DetailFollow-Up SkillsTeam CollaborationIndependent WorkVerbal Communication

Tools & Technologies

DocupaceNetX360AdviceworksMAASalesforceSmartworksGoogle SheetsVisio

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Fee For ServiceAdvisory OperationsBrokerageCapacity DataOperational Support

About the role

Key responsibilities & impact

Provide support for Cetera Financial Group under Specialty Operations
Apply knowledge of Advisory or Brokerage products and Fee For Service plans while supporting internal and external customers
Coordinate and translate business processes into accurate data for leadership and executive leadership using Microsoft Excel
Perform metrics and data analysis for Advisory and Fee For Service operations departments
Gather and compile capacity data from platforms, Advisory Operations, and respective teams
Respond to advisors, upper management, leadership, and operations teams with clear and concise feedback to resolve issues or provide insight
Meet deadlines for presentations involving metrics and capacity reporting, adjusting deadlines with partner communication and buy-in when necessary
Lead and support new product or program roll-outs in collaboration with teams and internal partners
Communicate concerns, risks, and recommendations to leadership
Learn Cetera Advisory processes and procedures, including proposal, trading, and performance tools
Learn Fee For Service processes, including AdvicePay and Fee For Service Database
Assist with different clearing firms
Partner with leadership on workflow and production management
Analyze and communicate capacity and metric concerns
Become competent in Docupace, NetX360, Adviceworks, MAA, Salesforce, and Smartworks
Perform other duties as assigned

Requirements

What you’ll need

High School Diploma or GED
3+ years in an office environment
2+ years of Microsoft Excel experience, including formulas, pivot tables, and presenting data for high-level understanding
2+ years of troubleshooting problems and providing issue resolution
Ability to work as part of a team and independently
Excellent telephone, written, and verbal communication skills
Keen attention to detail and excellent follow-up skills
Interest in data organization and presenting data to executive leadership or partners
Interest in forming opinions on raw data and validating them with supporting data
Must be located within a commutable distance of the Coppell office
Nice to have: 1+ year of brokerage or advisory experience
Nice to have: Bachelor's degree
Nice to have: Excel data modeling and presenting large amounts of data in a high-level, presentable format
Nice to have: Experience with Google Sheets, Microsoft Excel, Visio, and/or workflow generation

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans
Mental health benefits
20+ days of paid time off (PTO)
Paid holidays
2 paid wellness days
401(k) savings plan with company contribution up to 5%
Access to a financial professional for financial planning
Paid parental leave
Health Savings Account and Flexible Spending Account options
Employee Assistance Program (EAP)
LifeLock identity theft protection
Pet insurance
Paid caregiver leave
Other voluntary benefits