SageView Advisory Group, LLC (SageView) is looking for an Business Analytics Specialist based out of the DFW Irving, TX office. This position will report to the Director of Investment Operations. SageView is achieving incredible growth and this position will get in on the ground-floor of an organization that is growing quickly and materially providing great opportunity for advancement, meaningful work assignments and span of control on business matters that is not available at other firms.

SageView Advisory Group is an SEC-Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, and provides comprehensive wealth management services to individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide advising on over $170B of retirement assets (AUA) and $4 billion of advisory assets under management (AUM).

** This role is hybrid, but must be able to work on-site in the DFW Irving, TX Las Colinas office **

Job Description:

Under the supervision of the Director of Investment Operations, the Business Analytics Specialist will perform advisory billing within the Wealth Management division of SageView Advisory Group. This position must work effectively with internal members of the operations team and engage management, financial advisors, and technology resource partners.

Responsibilities:

Responsible for performing the advisory quarterly billing and reconciliation.
Responsible for executing various tasks within the portfolio accounting system, including client fee setup, reconciliation, maintenance, and fee processing. Serve as the subject matter expert and key point of contact for financial advisors for questions regarding billing
Provide support for performance reporting and data analytics initiatives.
Assist in gathering and analyzing data on a regular basis (daily, monthly, quarterly) to align with billing and service protocols.
Contribute to special projects and undergo cross-training in other departmental functions.
Act as a backup support resource during for client service associates

Education:

Bachelor’s degree in Finance, Computer Science, Data Analytics or relevant field (preferred)

Qualifications:

5 years of experience in financial services or applicable industry
Strong hands-on experience involving an advisory billing platform (Addepar, Black Diamond, Tamarac, Envestnet, etc.), including maintenance, reconciliation, and employing the fee debiting methods with various custodians
Familiar/proficient with various reconciliation tools, including but not limited to Excel (Formula Builder, Pivot Tables, etc.), PowerBI, Sharepoint, Salesforce, and custodians such as Schwab, Fidelity, and Pershing
Strong quantitative and analytical skills
Ability to communicate the results of analyses in a clear and effective manner
Attention to detail to ensure quality standards are met without impairing workflow
Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines.
Although this is a hybrid role, the individual must be able to work on-site in the DFW Irving, TX office.

Computer Skills:

Proficient in Microsoft Office (Outlook, Word, Teams, Zoom, Excel).

Experience with Practifi (Salesforce) or similar CRM preferred.

Familiarity with Custodian Platforms (e.g., Fidelity, Schwab) preferred.

SageView Advisory Group jobs

Business Analytics Specialist