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Manager Relations & Partnerships Business Analyst

Dynasty Financial Partners · St. Petersburg, Florida, US

Description JOB OVERVIEW: We are seeking a detail-oriented, analytical professional to join our Manager Relations & Partnerships Team as a Business Analyst.

Job description

Description JOB OVERVIEW: We are seeking a detail-oriented, analytical professional to join our Manager Relations & Partnerships Team as a Business Analyst. This role is responsible for developing, maintaining, and enhancing data analytics and reporting processes to support strategic decision-making, financial invoicing, and Partner Program deliverables. The individual will also support Dynasty’s Partnership Program by collaborating closely with internal teams and external contacts to ensure data integrity, automate workflows, and deliver actionable insights for Dynasty Network Partners and key resource partners. This role is an in-office position in downtown St. Petersburg, Florida. RESPONSIBILITIES: - Develop measurable data analytics to track and maintain management-level reporting and invoicing revenue for key business items. - Track adoption of products and utilization by Network Partners; monitor TAMP asset levels, asset flows, and asset manager flows. - Analyze revenue data across multiple programs, preparing detailed reports and insights to support strategic decisions and ensure accurate financial invoicing. - Maintain and validate product lists, and ensure data integrity,...