Sr. Business Analyst

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com . Our Practice Management Team has an exciting opportunity available for a Senior Business Analyst. This role will be responsible for supporting the Practice Management Team (PMT) focused on advisor support through team reporting, metrics, business system support (Salesforce Support Org and Actifi), and enablement of scalable workflows through process documentation, data governance, and automation/AI enhanced capabilities. This role provides back-up coverage across core PMT reporting and business systems support and reports to the Director of PMT Operations. In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $90,000.00 , exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. Primary Job Functions Partner and Support PMT Stakeholders and PMT Initiatives Serve as a business partner to Advisor Services Directors and PMT members to translate requests into clear requirements, prioritization, and deliverables. Own intake for reporting and system requests (triage, scope, success criteria, timelines) and coordinate cross-functional resolution. Prepares standard and consistent report