Senior Business Analyst, Operations

CETERA

. Serve as a senior subject matter resource for Advisory and/or Brokerage products, operational processes, platforms, and clearing relationships .

Posted 11/6/2026full-timeDallas • Texas • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Advisory and Brokerage Operations, with a strong focus on data analysis, process improvement, and project management. Proficient in utilizing advanced tools like Snowflake and Microsoft Excel to drive operational efficiency and deliver actionable insights.

Highest-signal resume keywords

Advisory Operations ExpertiseData Analysis and VisualizationProject ManagementProcess ImprovementCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisOperational Risk AssessmentCapacity ReportingWorkflow EnhancementComplex Data Set ManagementAdvanced Excel ProficiencyPowerPoint Presentation DevelopmentAnalytical TechniquesMentorshipOperational Process Knowledge

Soft Skills

Problem-SolvingClear CommunicationLeadershipMentoringPrioritization

Tools & Technologies

SnowflakeMicrosoft ExcelPowerPointDocupaceNetX360AdviceWorksMAASalesforceSmartWorks

Industry Keywords

Financial ServicesAdvisory OperationsBrokerage OperationsSpecialty OperationsBusiness Analytics

Tech Stack

Tools & technologies

Snowflake

About the role

Key responsibilities & impact

Serve as a senior subject matter resource for Advisory and/or Brokerage products, operational processes, platforms, and clearing relationships
Collect, organize, validate, and analyze complex operational data to identify trends, capacity concerns, opportunities, and actionable insights
Use Snowflake, Microsoft Excel, PowerPoint, and Microsoft Office applications to organize data, develop reporting, and communicate insights to leadership
Own and enhance metrics, capacity reporting, and data analysis across Advisory, Fee For Service, and Specialty Operations
Manage multiple initiatives, reporting deliverables, competing priorities, dependencies, and deadlines
Lead or coordinate cross-functional projects and initiatives through completion
Provide senior-level analysis and recommendations on capacity, workflow, productivity, operational risk, service levels, and resource planning
Develop executive-ready presentations and reporting on business performance, trends, risks, opportunities, and recommended actions
Partner with leadership and operations teams to simplify, standardize, automate, and improve processes
Support new product, platform, program, and process rollouts by assessing impacts, risks, dependencies, and recommendations
Research complex issues and provide clear, concise, actionable recommendations to Advisors, leadership, operations teams, and other partners
Assess downstream impacts of clearing firms and platforms on teams, processes, and reporting
Mentor less experienced team members on operational knowledge, analytical techniques, reporting, and project management practices
Identify operational concerns, data inconsistencies, and emerging trends and proactively escalate issues with recommended solutions

Requirements

What you’ll need

5+ years of experience in financial services, Advisory Operations, Brokerage Operations, Specialty Operations, business analytics, or a related discipline
Experience working with large and complex data sets, including organizing, validating, analyzing, and presenting operational data
Experience with Snowflake or similar enterprise data platforms
Advanced proficiency with Microsoft Excel, including complex formulas, pivot tables, data analysis, and data visualization
Strong PowerPoint skills with experience creating executive-level presentations and business reporting
Demonstrated project management experience, including managing priorities, deliverables, dependencies, risks, and cross-functional stakeholders
Ability to independently manage multiple competing priorities and determine appropriate sequencing based on business impact, urgency, risk, and dependencies
Strong analytical and problem-solving skills
Ability to communicate complex operational or analytical information clearly to operational teams and senior leadership
Experience identifying and implementing process improvement, automation, reporting, or workflow enhancements
Ability to provide guidance, knowledge-sharing, and informal mentorship
Advanced understanding of Advisory Operations processes and procedures, including proposal, trading, performance, billing, and workflow tools
Understanding of relationships and operational differences among clearing firms and platforms
Proficiency or ability to develop proficiency across Docupace, NetX360, AdviceWorks, MAA, Salesforce, SmartWorks, Snowflake, and other reporting and data platforms
Must be located within a commutable distance of the Coppell office location

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