Jobs in the United States

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Added 2 mins ago
Business Analyst - Contracts
TC USA Services Inc
United States
Reporting to Manager of Contracts, for Transportation Accounting and Contracts, the Contract Analyst will be responsible for processing customer contract requests, project-related…
Added 3 mins ago
Sr. Advanced Analytics Analyst
USA-MiniMed Distribution Corp. 1018
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The Senior Advanced Analytics Analyst is an integral member of the Finance organization, responsible for designing and delivering sophisticated financial analytics, forecasting models, and…
Added 4 mins ago
Senior Manager, Marketing Analytics
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NY · UT
We're looking for a rigorous, commercially minded analyst who can bring our attribution, incrementality, and MMM results into one system for budget decisions. Reporting directly to the VP,…
Added 5 mins ago
Analyst, Security Operations Center
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Added 5 mins ago
Business Analyst Intern - Summer 2027
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Added 7 mins ago
Financial Analyst
SPS Companies, Inc.
Holiday, FL
The Financial Analyst provides financial analysis, reporting, forecasting, and business support to help management make informed operational and strategic decisions. This position works…
Added 8 mins ago
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Cost Analyst - Senior Data Center Facilities Development Manager
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Des Moines, IA
- $91,400 to $187,000 USD / year
Help build the infrastructure powering the next generation of AI and cloud services. As a Cost Analyst supporting Oracle Cloud Infrastructure’s GoBig MI data center campus, you’ll bring…
Added 9 mins ago
Senior Project Controls Analyst
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…Project Engineers, Business Planners, and supervisory staff. The analyst provides expert oversight and control for a diverse portfolio of capital and expense projects, including FERC…
Added 10 mins ago
Behavioral Health Assistant
TX-HHSC-DSHS-DFPS
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…Plans (PBSPs). This includes taking, entering, monitoring, and reporting various forms of data and completing various behavioral, psychiatric, preference, strengths, functional, adaptive…
Added 10 mins ago
Summer 2027 Vulnerability Management Analyst Undergraduate Intern
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Remote, United States
The Summer 2027 Vulnerability Management Analyst Undergraduate Internship provides students with an opportunity to gain meaningful, hands-on experience supporting an enterprise Information…
Added 13 mins ago
Human Capital Management Analyst
State of Ohio
Columbus, OH
The Office of Human Resources is seeking a detail-oriented and customer-focused Human Capital Management Analyst to support payroll, employee services, benefits, and human resources…
Added 14 mins ago
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Lead Infrastructure Business Analyst
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- $110,100 to $157,300 USD / year
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Added 14 mins ago
SENIOR HUMAN SERVICES PROGRAM MGR - SES - 64038556
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…reports include Public Health Nutrition Consultant, Nursing Program Specialist, Health Educator Consultant-SES, Senior Human Services Program…
Added 17 mins ago
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Senior Data Analyst, Procurement and Spend (Part-Time) or Consultant
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Remote, United States
- $42 to $50 USD / hour
- Part-time
…defense customers, including a multi-year Navy engineering program, and we are growing into higher education and public-sector analytics. The team is small and senior, and our CEO is the…
Added 21 mins ago
GBS Business Analyst
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Added 21 mins ago
Clinical Services Manager- DMC-ODS
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Reporting to the Senior Program Manager/AOD Administrator, the Clinical Services Manager directly supervises Quality Management Clinician(s) and Quality Management Analyst(s) and provides…
Added 22 mins ago
Senior Analyst, HRIS - ServiceNow HRSD Developer/Administrator
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Remote, United States
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Added 22 mins ago
Trust Reporting Analyst 1
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…MBS, CMBS and Mezzanine debt. These services include Trust Reporting, which requires review of the deal documents, set up of cashflow priorities, collection of periodic asset activity data,…
Added 23 mins ago
Maritime Security - Senior Program Analyst
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Added 24 mins ago
Senior Vice President (SVP), Business Development
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Lead outreach. Meet agency program and contracting staff, small business offices, primes, and teaming partners every month, and log every contact in the CRM.
Added 24 mins ago
Analyst - Network Planning Operations Integration
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…promote the operational and commercial success of United. The Analyst – Operations Integration role will be responsible for supporting operational criteria portfolio management, the…
Added 24 mins ago
Associate Analyst - Network Planning Operations Integration
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Chicago, IL
…operational and commercial success of United. The Associate Analyst – Operations Integration role will be responsible for supporting operational criteria portfolio management, the…
Added 25 mins ago
DC
Senior Operations Management and Acquisition Support
DEFTEC Corporation
Fort Belvoir, VA
- $150,000 to $170,000 USD / year
Assisting in the financial/program monitoring, oversight, and reporting (e.g., personnel travel, tracking commitments, obligations and expenditures, contractor cost data, burn rates,…
Added 25 mins ago
JA
Manager Product Partnerships and Media
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- $114,000 to $170,000 USD / year
Manage one sales Analyst to support in asset creation, media plans, reporting, and general account management
Added 29 mins ago
Analyst, Project Finance - Solect Energy
Pattern Energy Group LP
Hopkinton, MA
The Analyst, Project Finance will play a key role in maintaining financial models, conducting financial analyses and due diligence, developing and evaluating project economics, and…

Business Analyst, Operations

Dallas, TX, United States

$75,000 to $105,000 USD / year

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Job details

Pay: $75,000 to $105,000 USD / year
Experience: 1+ year of brokerage or advisory experience
Posting language: English
Posted: Nov 3, 2026

Original job description

Cetera Financial Group is currently seeking an Advisory Operations Business Analyst for our Advisory Operations team in our company’s office located in Dallas, TX. This is a unique opportunity to join our team to provide support for Cetera Financial Group under Specialty Operations. This is a hybrid role that requires 2-3 days per week in office. In order to be considered for this position you must be located within a commutable distance of our Coppell office location.

What you will do:

Knowledge and experience around Advisory or Brokerage products and/or ‘Fee For Service’ plans while providing quality customer service to internal and external customers.
Coordinate and translate business processes into accurate data presentable to leadership and executive leadership via heavy use of Microsoft Excel.
Responsible for Metrics and Data Analysis for Advisory and Fee For Service operations departments. Gathering and compiling capacity data from platforms, advisory operations or respective teams.
Deliver exceptional partner experience with internal and external partners. This includes responding to clients (Advisors, Upper Management, Leadership, and Operations teams) with clear and concise feedback to come to a resolution or provide insight to the Advisory Operations business.
Responsibility for meeting set deadlines for certain presentations around metric and capacity reporting. Adjusting deadlines with clear communication and buy-in from partners of adjustment as necessary.
Lead and support new product or program roll-outs through collaboration with team and internal partners all the while communicating concerns, risk, and recommendations to Leadership.
Familiarize with the Cetera Advisory process and procedures, including proposal tools, trading tools, and performance tools.
Familiarize with the Fee For Service Process, including AdvicePay and Fee For Service Database.
Understanding the relationship between different clearing firms and the ability to assist in different clearing firms.
Partner with Leadership around workflow and production management. Communicating and analyzing capacity and metric concerns accordingly.
Become competent in Docupace, NetX360, Adviceworks, MAA, Salesforce and Smartworks
Other duties as assigned.

What you need to have:

High School Diploma or GED
3+ years in an office environment 2+ years of MS Excel – understanding of what formulas to utilize and how they work, pivot tables, and how to present this data for high-level understanding. 2+ years of troubleshooting problems and providing issue resolution
Ability to work as part of a team as well as independently
Excellent telephone, written and verbal communication skills
A keen eye for detail with excellent follow-up skills
Interest data organization and presentation of this data to executive leadership or partners
Interested in forming opinions on RAW data and validating with supporting data

What is nice to have:

1+ year of brokerage or advisory experience
Bachelor's degree
Experience with Excel data Modeling presenting large amounts of data in presentable format at a high level
Experience with Google Sheets, Microsoft Excel, Visio and/or workflow generation

Compensation:

The base annual salary range for this role is $75,000 - $105,000 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.

About Us

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 fostering.
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.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

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 (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

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 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.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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