Job Description

A Senior New Business Analyst provides support to Financial Services Representatives in analyzing, clarifying and submitting new client applications and transactions. A Senior New Business Analyst on the MMLIS (Investment) team is directly responsible for overseeing the processes to ensure protocol is being followed and all associates are being provided white glove service. The ultimate responsibility is to serve the Financial Service Representatives while prioritizing client interest, confidentiality, and compliance.

Duties and responsibilities

• Process new business applications in an organized and timely manner
• Act as a leader for new staff
• Periodically train Employees, Advisors and their staff on operation processes
• Manage relationships with back-office parties to expedite processes
• Track new business through its life cycle and follow up on issues, concerns and delays
• Leverage teammates in times of high case load or unforeseen circumstances
• Use sound judgement to problem solve and escalate where needed
• Design training programs and activities
• Work collaboratively to assist leadership with capacity and workflow
• Understand the bigger goals of Barnum and how to help the firm reach those goals

Qualifications

• 3+ years of Business Analyst/Operations Experience
• FINRA licensing preferred
• Strong analytical and organizational skills
• Strong leadership and high level of common sense
• Easily adaptable to changes in processes and priorities
• Strong multi-tasker with a high level of accountability
• Customer-oriented and professional
• Strong problem perception
• Ability to use discretion and maintain client confidentiality
• Bachelor’s Degree; Masters Preferred

CRN202804-8686676

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