The Senior Business Analyst, Field Execution plays a critical role in driving cross-platform business outcomes through data, analytics, and field execution insights. This role partners closely with Field and Corporate leadership to deliver reporting, scorecards, and insights that strengthen leader accountability, improve consistency of execution, and enable informed decision-making. This position is responsible for translating business strategies and field activities into measurable systems, ensuring visibility into performance, progress, and opportunities across the platforms.

Key Responsibilities

• Own and execute the end-to-end inspection cadence (weekly, monthly, quarterly), delivering consistent reporting on progress, gaps, and performance trends

• Own and drive development of business scorecards and reporting frameworks across key growth metrics

• Analyze performance to identify risks and opportunities, ensuring timely visibility to leadership

• Partner with stakeholders to define KPIs, drive alignment to business priorities, and improve metric clarity and usability

• Translate complex data into clear, actionable insights that influence leader behavior and business outcomes

• Design and manage accountability systems that track progress against field priorities, ensuring follow-through, visibility, and leader accountability

• Ensure consistency, accuracy, and scalability of reporting processes and outputs

• Manage progress tracking, action items, and accountability systems tied to execution priorities.

• Support ongoing enhancement of reporting frameworks, dashboards, and analytics capabilities.

• Contribute to special projects and strategic initiatives as needed.

Required Qualifications

• Bachelor's degree or equivalent

• 3-5 Years' experience

• Strong analytical and problem-solving skills with the ability to synthesize complex data into actionable insights

• Experience developing dashboards, scorecards, and executive-level reporting

• Proficiency in Excel and business intelligence tools (e.g., Power BI)

• Strong organization and communications skills and ability to work across multiple stakeholders and levels of the organization

Preferred Qualifications

• Experience with SQL and/or Python for data queries and analysis

• Knowledge of advisor and field leader business operations, systems, data, and processes with ability to articulate these and their interdependencies to others

• Familiarity with CRM platforms (e.g., Salesforce)

• Familiarity with the Ameriprise Data Lake and query writing

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary