FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in advisor compensation programs and financial modeling, with a strong ability to analyze and improve business processes. Proven track record in cross-functional collaboration and effective communication to support operational excellence.
Highest-signal resume keywords
Advisor Compensation ProgramsFinancial ModelingCross-Functional CollaborationAnalytical Problem-SolvingEffective Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Modeling PrinciplesCompensation MethodologiesGDC StatementsPC StatementsW-2 Reporting1099 ReportingCompensation Package DesignPayment CalculationsTrend AnalysisCost Analysis
Soft Skills
Analytical SkillsStrategic ThinkingProblem-SolvingRelationship BuildingCommunication Skills
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Wealth Management OperationsAdvisor Teaming StructuresOperational ChallengesProcess ImprovementsFinancial Transparency
About the role
Key responsibilities & impact- Serve as the primary field-facing Subject Matter Expert for the Collective Firm Payment program
- Provide guidance on program eligibility, team structures, financial modeling, payment calculations, and ongoing administration
- Lead administration and development of firm-level compensation and advisor teaming programs
- Manage and monitor the Collective Firm Payment shared mailbox
- Coordinate cross-functional responses to complex or escalated matters
- Serve as primary contact for new firm onboarding, existing firm maintenance, and participant updates
- Manage eligibility and onboarding for firms and individual participants
- Track eligibility, team member changes, agreement execution, and payment setup
- Coordinate startup discussions, financial modeling, agreement execution, and implementation for newly qualified firms
- Identify, document, and communicate process exceptions
- Develop, implement, administer, and analyze firm-level compensation and teaming programs
- Design and enhance compensation programs through financial modeling, payment calculations, trend and cost analysis, and compensation package design
- Analyze business processes and implement improvements to accuracy, efficiency, controls, scalability, and program effectiveness
- Partner with stakeholders to solve operational challenges and implement sustainable process improvements
- Strengthen compensation reporting, payment reconciliation, financial transparency, and internal controls
- Partner with Wealth Management, Field Compensation, Finance, Technology, Legal, Compliance, Operations, and other stakeholders
- Develop and maintain program documentation, agreements, contracts, schedules, procedures, field bulletins, guidelines, and educational materials
- Provide education, training, and support to operations teams, administrative staff, advisors, and leadership
- Build relationships with Financial Professionals, field leaders, and internal business partners
Requirements
What you’ll need- Bachelor's Degree
- 5+ years of knowledge working with retail wealth management operations and advisor compensation programs
- Experience with GDC statements, PC statements, W-2 reporting, and 1099 reporting
- Understanding of advisor teaming structures
- Understanding of compensation methodologies
- Understanding of financial modeling principles
- Ability to design innovative solutions to complex business challenges while balancing operational, financial, and compliance considerations
- Analytical, problem-solving, and strategic thinking skills
- Ability to communicate complex technical concepts clearly and simply
- Cross-functional collaboration skills
- Effective communication skills
- Ability to manage multiple concurrent priorities, projects, groups, or activities
Benefits
Comp & perks- Base salary increases
- Spot bonuses
- Short-term incentive compensation opportunities
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off
- Growth opportunities
- Internal mobility
- Comprehensive compensation and benefits
- Flexibility
- Culture of collaboration and teamwork