Senior Manager, Sales Analytics

Position Summary

The Senior Manager of Sales Analytics is responsible for the design and development of systems and reports which will help maximize the potential of First Command Advisors. The nature of the position is to assist in the development of accountability amongst advisor management, provide productivity feedback to advisors and help indentify strategic opportunities. Further, this position provides coordination for the full operations team which includes Division Directors (DAO’s), recruiting, training, products and planning. Advisor performance is driven by two main components, recognition and compensation. As such, this position works closely with the Director of Administration, Advisor Operations and the Chief Financial Officer to recommend modifications, as appropriate, to First Command’s recognition and compensation systems.

 

Job Functions Design and develop systems to provide performance feedback to advisors and management in addition to forecasting future performance through a “pipelineâ€� reportPartner with various departments to generate and analyze market and client data to help develop strategic opportunitiesAssist in the management of the Advisor Recognition program to inspire maximum performance for sales and serviceProvide analytical and strategic insight to advisor performance, organizational alignment and the marketability of our product arrayLiaise with senior advisor management and various senior leaders to help ensure key sales and service initiatives are accomplished with efficiencyDevelop standardized performance and management reports to illustrate advisor and management performanceLiaise with IT and Business Operations to ensure systems and processes are efficient and effective for advisor performanceCoordinate advisor management input to various advisor- and client-facing processes to ensure they are represented in corporate initiatives 

 

Requirements

· 5 years of relevant work experience

· At least 5 years expereince supporting Financial Advisors or other fiancial planning professional

· Bachelor's  degree, although  MBA would be considered a plus Strong evidence of analytical acumen, including experience in accounting, actuarial, or analysis.

 

At First Command, your at-work quality of life is important to us! We offer a comprehensive benefit package, as well as an onsite state-of-the-art Fitness Center, concierge services, free fresh fruit, covered parking, monthly luncheons, a tobacco free workplace and much more! For more information, please visit our website at www.firstcommand.com.

 

***Satisfactory credit and background history required***