Performance Measurement Analyst Sr - Wealth Sales Performance and Incentives

WHAT WILL YOU DO?     

Analytics & Reporting

• Develop and maintain reports and dashboards to measure sales performance, productivity, and profitability across business units and client-facing roles
• Integrate and validate data from multiple systems (CRM, financial platforms, etc.) to create coherent datasets for analysis
• Produce routine performance reports, scorecards, and ad hoc analyses for division leadership, regional managers, and individual contributors
• Analyze trends, identify discrepancies, and research root causes; recommend solutions to management
• Assist in creating and maintaining performance management reporting at division and regional levels
• Support the Manager in designing new reports and refining existing ones based on stakeholder feedback

Incentive Compensation Support

• Assist with the design and administration of incentive compensation plans across business units
• Support the creation of manager and individual colleague scorecards and performance tracking reports
• Help manage and execute the incentive reporting process, including reconciliations and audit support
• Participate in issues resolution related to compensation calculations and reporting
• Support the annual budget development, goal-setting process, and year-end compensation activities
• Assist with internal and external audits (OCC, etc.) by preparing reports and documentation

Technical & Operational Duties

• Manage data integration workflows, including writing and optimizing SQL queries and leveraging Snowflake for data extraction and transformation
• Create advanced Excel tools including complex formulas, macros, and PivotTables for data analysis and reporting
• Build and maintain visualizations and dashboards in Tableau or similar BI tools
• Support vendor and application management related to analytics responsibilities
• Ensure compliance with all Bank Operational and Credit policies, regulatory requirements, and governance standards
• Serve as deputy to the Manager, stepping in to manage ongoing operations during absences or peak periods

Collaboration & Development

• Partner with the Manager and analytics team to understand stakeholder needs and deliver requested analyses
• Collaborate with regional managers, finance partners, and HR Compensation to support incentive plan execution
• Develop technical and analytical capabilities while building knowledge of the Private Banking Wealth business
• Contribute to team projects and initiatives that enhance analytics capabilities

WHAT DO YOU NEED TO SUCCEED?

Must-Have Requirements

• Minimum of 5+ years of financial analysis experience and/or sales analysis experience, with demonstrated success in a professional analytical role
• Minimum of 2+ years of sales performance reporting and/or compensation analytics experience (preferred 3+ years)
• Minimum of 3+ years of advanced Excel experience, including demonstrated proficiency with complex formulas, macros, PivotTables, and other advanced data manipulation techniques
• Minimum of 1+ years working with SQL or other advanced database query tools (SQL, Snowflake, Python, or Alteryx preferred)
• Experience running or supporting incentive compensation plans or sales compensation programs is a strong plus
• Banking or financial services industry experience preferred

Skills & Competencies

• Strong analytical and mathematical skills; comfort working with large datasets and complex analyses
• Hands-on proficiency with Tableau, Salesforce CRM Analytics, or similar business intelligence tools
• Advanced Microsoft Office skills (Excel, Access, Word, PowerPoint) and related financial systems
• Excellent verbal and written communication skills; ability to translate complex analyses into clear insights for various audiences
• Demonstrated ability to identify root causes, research issues, and engage partners in problem-solving
• Strong attention to detail and ability to manage multiple priorities simultaneously
• Ability to work independently and as part of a team
• Proven project planning and coordination skills
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Personal Attributes

• Growth mindset with strong desire to develop expertise in compensation analytics and sales performance measurement
• Detail-oriented with strong follow-through
• Collaborative and service-oriented
• Comfortable working in a fast-paced, data-driven environment
• Ability to manage sensitive compensation and performance data with confidentiality and professionalism

WHAT'S IN IT FOR YOU?