Hybrid Operations Reporting & Insights Manager – Remote Advice Team

Posted 1 hour ago

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About the role

  • Operations Reporting & Insights Manager for Equitable analyzing sales activity and developing reporting solutions. Collaborates with leadership to enhance financial well-being metrics and operational efficiency.

Responsibilities

  • Defines success metrics and performs analysis on initiatives that drive Remote Advice sales
  • Tracks, reports, and analyzes operational metrics to assess sales efficiency
  • Monitors progress against goals and documents key performance indicators (KPIs)
  • Builds and supports reporting across platforms including Salesforce and Power BI

Requirements

  • Bachelor’s degree
  • 2-4 years of experience in data analytics, reporting, or business insights
  • Intermediate proficiency in Excel and PowerPoint
  • Proficiency building dashboards and reports in Salesforce and Power BI

Benefits

  • Health insurance
  • Dental
  • Vision
  • 401(k) plan
  • Paid time off

Job title

Operations Reporting & Insights Manager – Remote Advice Team

Job type

Experience level

JuniorMid level

Salary

$58,000 - $85,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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