Accountabilities:

• Gather variable compensation requirements and manage semi-monthly compensation processing cycles for financial advisors.
• Analyze and update Salesforce dashboard reports and other pre-processing information required for accurate compensation calculations.
• Review compensation by payee each pay period, investigate discrepancies, and ensure payments are accurate and complete.
• Maintain compensation systems and accurately enter new financial advisor agreements and related compensation information.
• Review, code, design, and test system configurations supporting variable compensation calculations.
• Develop enhanced reporting, dashboard, and archival processes to improve visibility, accuracy, and operational efficiency.
• Support the setup and review of variable-compensated advisors, ensuring compensation arrangements are properly established.
• Assist with diligence reviews and integration planning involving contracts, solicitor agreements, employment agreements, and other compensation-related documentation.
• Participate in integration meetings and communicate relevant information across accounting and other internal teams.
• Coordinate with internal stakeholders to support advisor compensation changes and team-level compensation planning.
• Communicate directly with financial advisors to resolve compensation questions and provide clear, professional support.
• Analyze compensation issues, recommend appropriate process or system improvements, and coordinate follow-up actions.
• Use AI tools effectively in day-to-day activities, applying appropriate prompting, reviewing AI-generated information for accuracy, and identifying opportunities to improve productivity while maintaining quality.
• Stay current with evolving AI tools and methodologies and apply them appropriately within the scope of the role.

Requirements:

• Bachelor’s degree or equivalent combination of professional experience, training, military experience, or education in accounting, business, or a related field.
• At least 2 years of professional business experience; experience in accounting, auditing, compensation processing, or a related function is preferred.
• Strong proficiency with Microsoft Office Suite and the ability to work confidently with business data and reporting tools.
• Experience analyzing financial or compensation information with a high level of accuracy and attention to detail.
• Strong analytical, problem-solving, and critical-thinking skills, with the ability to identify discrepancies and recommend practical solutions.
• Excellent interpersonal and communication skills, including the ability to communicate effectively with financial advisors and stakeholders across organizational levels.
• Demonstrated ability to communicate sensitive or confidential compensation information appropriately.
• Strong organizational and time-management skills, with the ability to manage recurring deadlines and multiple priorities.
• Ability to learn compensation systems, reporting processes, and new technologies quickly.
• Demonstrated AI literacy, including the ability to craft effective prompts, evaluate AI-generated content, understand appropriate use cases and limitations, and incorporate AI tools into daily workflows.
• A collaborative, service-oriented mindset with a commitment to accuracy, confidentiality, continuous improvement, and operational excellence.
• Ability to work effectively in a fully remote environment while maintaining accountability, responsiveness, and consistent communication.

Benefits:

• Fully remote work opportunity within the United States.
• Starting base salary range of $60,000–$70,000, excluding bonuses and benefits.
• Full salary grade for the position of $67,300–$97,600, with starting compensation determined by factors such as experience, qualifications, skills, credentials, market conditions, and other relevant considerations.
• Medical, dental, and vision coverage for eligible full-time employees and their families.
• Health Savings Account with employer contribution and Flexible Spending Accounts.
• Employer-paid and voluntary life and AD&D insurance.
• Employer-paid short-term and long-term disability coverage and workers’ compensation.
• 401(k) plan with company match and profit sharing.
• Wellness programs and resources.
• Voluntary benefits, including pet insurance.
• 18 days of annual PTO, increasing to 25 days after four years of service.
• 12 paid holidays each year, including 10 predetermined holidays and 2 floating days.
• Paid parental leave and paid caregiver leave, with caregiver leave available after six months of service.
• Training and professional development opportunities.
• Reimbursement for eligible tuition, licensing, and professional credentials after applicable service requirements are met.
• Equal opportunity employment environment with reasonable accommodations available during the application and selection process.