---

---

Location

Greenwood Village, CO | United States

---

Job description

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As an Optimization Associate, you will work with core and senior leadership to develop, execute, and further the goals of the advisory organization in Sales, Operations, and Service. You will work closely with a team of analysts to enhance our Core Business Drivers to optimize performance across the advisory organization and to enable smooth, continuous daily operations as well as the implementation of new, future initiatives through the execution of existing processes and the use of reporting to monitor, assess and improve performance.

What you will do

• Execute the day-to-day flow of requests from all areas of the business

• Participate in the planning and execution of new initiatives impacting Advisory

• Coordinate with other departments on projects, tests, and processes to increase controllable AUM and enhance delivery of our client-centric service

• Produce reporting for Advisory Teams and Senior Management

• Facilitate and participate in interdepartmental communication and collaboration

What you will bring

• Bachelors Degree in Business, Economics or Finance, or equivalent experience

• 1 - 3 years experience of data analysis or custom reporting utilizing reporting/data visualization software

• Working knowledge of Tableau or other similar reporting/data visualization software

• Working knowledge of Salesforce or other similar CRMs

• Intermediate to Advanced proficiency in Excel

What will set you apart

• Excellent attention to detail, organizational, and follow-up skills

• Comfort working on multiple projects simultaneously and ability to change focus quickly

• Strong critical-thinking and problem-solving skills

• Strong verbal, written, and listening skills

• Strong interpersonal skills, team-oriented, and collaborative

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

#PJPW2

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$57,300.00 - $81,000.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date:

03-13-2024

Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s and check out .

Workplace Flexibility: Remote - Nationwide

---

Job tags

---

---

Salary