Investment Advisory Operations Specialist assisting clients and advisors at Osaic through phone support and collaboration across teams. Ensuring exceptional service and support for qualifying advisory accounts in a dynamic environment.
About the role
- Sr. Incentive Compensation Operations Analyst administering incentive plans and optimizing processes for North America region. Collaborating with Finance and HR to enhance compensation accuracy and efficiency in operations.
Responsibilities
- Coordinate and set up new incentive plans quarterly/annually in the incentive management tool.
- Lead payout processes: calculations, manual adjustments, approvals, and coordination with Finance, C&B, and senior leadership.
- Administer SPIFF programs and TD Rewards incentives, ensuring alignment with business goals.
- Perform month-end and quarter-end accruals, reconciliations, and account analyses.
- Support internal and external audits, ensuring compliance with all compensation policies.
- Respond to inquiries and requests from internal customers.
- Maintain and enhance operational reporting in the incentive management tool.
- Design and build dashboards to visualize performance and compensation data.
- Pull and analyze data independently, minimizing reliance on other departments.
- Identify and implement automation opportunities to streamline data collection, calculation, and reporting.
- Present monthly reports to SVPs and other executives, translating data into actionable insights.
- Develop presentations and data visualizations for leadership.
Requirements
- 5–8 years in incentive compensation, financial analysis, or related fields.
- Bachelor’s degree preferred (Accounting, Finance, or related).
- Advanced Excel (pivot tables, complex formulas, macros, data modeling).
- Dashboard creation (Power BI, Tableau, or similar).
- Experience with SAP Cloud, Salesforce, CIS, and incentive management tools.
- SQL or similar data querying skills a plus.
- Strong analytical, problem-solving, and process improvement skills.
- Ability to work independently with minimal supervision.
- Excellent communication skills for executive-level presentations.
- High attention to detail and accuracy.
- Leadership skills to mentor junior team members.
- Ability to manage multiple priorities in a fast-paced environment.
- Commitment to confidentiality and ethical standards.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
- Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
- Grow Your Career: Accelerate your path to success with formal programs on leadership and professional development, and many more on-demand courses.
- Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
- Diversity, Equity & Inclusion: Valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.
- Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
- Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.
Job title
Job type
Experience level
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Not specified
Degree requirement
Tech skills
Location requirements
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