Commission Analyst bei Cetera Financial Group Inc
Cetera Financial Group Inc · San Diego, Vereinigte Staaten Von Amerika · Hybrid
- Professional
- Optionales Büro in San Diego
This role is responsible for supporting, administering & analyzing variable and sales incentive programs for strategic growth and sales teams nationwide across Cetera Financial Group’s broker dealer communities.
Core Responsibilities:
- Responsible for the monthly, quarterly & annual calculation, communication and payment of sales and strategic incentive pay for eligible employees and plans spanning the breadth of Cetera Financial Group.
- Responsible for the tracking & support the day-to-day administration of incentive compensation plans for all eligible employees, including, but not limited to: maintaining employee and plan data, ensuring appropriate documentation & communication, updating applicable targets & goals, and updating territory changes.
- Partner closely with Finance data reporting & business operations teams to secure accurate & timely data needed for the administration of incentive plans and programs.
- Work closely with business teams assigned incentive administration responsibilities to ensure accurate calculation, payment, accounting, and reporting of incentive and sales results for respective teams and plans.
- Improve current incentive calculation models, with the goal of greater efficiency, consistency & ease of communication.
- Respond to issues and questions concerning incentive plan payments and policies.
- Create & maintain incentive compensation plan documents.
- Support the ongoing review, evaluation, and modeling of sales incentive programs.
- Provide proactive analytics on sales incentives results, including budget vs. actual variances.
- Assist & support the implementation, communication, support and administration of new, and enhancements to existing, incentive programs, plans, and policies.
- Play key role in incentive system acquisition and implementation project.
- Work on ad-hoc projects as needed.
- Other duties as assigned.
Required Knowledge, Skills, and Abilities:
- Prior experience in an incentive administration, sales operations and/or Finance role supporting sales incentive plan operations
- Proven attention to detail, accuracy & delivering results to deadlines
- Proven effectiveness in partnering, engaging and working with cross-functional teams
- Ability to excel in a fast-paced environment delivering accurate information
- Intermediate to Advanced knowledge of Microsoft Excel, including pivot tables, v-lookups and data analysis
Desired Knowledge, Skills, and Abilities:
- Experience with incentive compensation systems is a plus (e.g., Xactly, Callidus, IBM Varicent, Cognos, etc.)
- Experience in incentive compensation in building incentive calculation and data analysis models
- Strong interpersonal, written communication, and presentation skills, especially with a sales customer base
- Excellent problem diagnosis and analytical skills
- Ability to be adaptable and flexible while responding to deadlines on assignments
- Superior listening skills
- Team player and a “good of the organization” attitude
- Strong dedicated work ethic
- Adaptable to change along with the needs & priorities of the business
- Courteous & empathetic to client concerns
Minimum Required Education & Experience:
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field or equivalent.
- 3 year(s) of experience in a compensation or commissions analyst role
Travel Requirements: Up to (0%)
Compensation:
The base annual salary range for this role is $55,000 to $80,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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Company
What we give you in return:
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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