Business Analyst [AQ-12535]

Aquent is partnering with a leading financial services firm renowned for its commitment to client success and innovative approach to wealth management. This organization plays a crucial role in empowering individuals to achieve their financial goals, fostering long-term relationships through exceptional service and strategic financial solutions.

Are you a detail-oriented professional with a passion for problem-solving and a knack for navigating complex financial scenarios? We are seeking a highly motivated individual to join a specialized team dedicated to optimizing client relationships and ensuring fair, consistent pricing. In this pivotal role, you will directly influence client satisfaction and firm profitability by analyzing financial data, crafting tailored solutions, and collaborating with diverse internal partners. Your expertise will be instrumental in making strategic pricing decisions that balance client needs with business objectives, making a tangible impact on both individual client experiences and the firm’s overall success.

Key Responsibilities

• Administer pricing reviews and approvals for various financial services, including commissions, margin, asset-based fees, cash awards, and alternative investment custody.
• Gather and interpret client financial and behavioral data, conducting profitability analysis using internal models to inform pricing decisions.
• Construct complex, bespoke pricing packages for high-value clients and prospects.
• Engage frequently with leadership to discuss pricing strategies and escalate complex requests for exception approval.
• Collaborate across client service, managed investing, branch network, finance, client acquisition, marketing, and operations to support pricing initiatives.
• Educate and provide guidance to field partners on client profitability, market competition, and positioning offers to clients.
• Act as the primary point of escalation for pricing requests exceeding field empowerment guidelines.

Must-Have Qualifications

• Active Series 7 and Series 63 licenses.
• 3+ years of experience in the brokerage or financial services industry.
• Hands-on experience conducting profitability analysis and using pricing/financial models.
• Exceptional organizational skills with the ability to manage competing demands in a high-volume, fast-paced environment.
• Strong critical thinking, negotiation, and decision-making skills to resolve complex pricing inquiries.
• Effective communication skills with the ability to interact with and influence all levels of the organization (including legal, compliance, and senior leadership).

Nice-to-Have Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Deep familiarity with brokerage fee structures, competitive market positioning, and financial modeling tools.

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