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Oregon Licensed Success Operations AnalystVirtualVocations • Santa Rosa, California, United States
Oregon Licensed Success Operations Analyst

Oregon Licensed Success Operations Analyst

VirtualVocations • Santa Rosa, California, United States
3 days ago
Job type
  • Full-time
Job description
To empower financial advisors and enhance their growth, the full-time salaried Oregon Licensed Success Operations Analyst will manage complex operational responsibilities, streamline processes, and drive continuous improvement while collaborating with cross-functional teams in a fast-paced environment. Key responsibilities Serve as an operational partner to Advisor Success Management, focusing on removing complexity from Success Managers' workloads Coordinate and resolve complex service issues and escalations, ensuring a high-quality advisor and client experience Analyze data to identify operational friction points and provide actionable insights for efficiency and scalability Required qualifications Active Series 7 and Series 66 licenses, or ability to obtain within a defined timeframe 3+ years of financial services experience, including exposure to both W2 and 1099 advisor models 3+ years of experience in service, operations, or branch administration Experience supporting advisor teams or client success functions Strong problem-solving skills with the ability to navigate complex operational issues
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Oregon Licensed Success Operations Analyst • Santa Rosa, California, United States

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