Job Description

Job Description

Position Title: Financial Analyst ****

Reports to: EVP, Wealth

Department: Wealth

Location: 86 Summit Ave, Ste 303, Summit, NJ 07901; in-office position

Classification: Full-time; Exempt

Summary / Job Objective: Simplicity Wealth is seeking to add a leader to establish a billing team that will support our base independent financial advisors affiliated with our platform. The successful candidate will be responsible for conducting a thorough analysis of our current billing process and work with our leadership team develop a streamlined structure and process that can support our business at scale. She or he will work closely with senior executives of Simplicity Wealth to develop and manage the monthly billing service for a larger number of affiliated independent financial advisors. The ideal candidate should be highly motivated, self-driven, service-oriented team player capable of working independently and/or managing a team of analysts.

Essential Job Functions: Critical factors for success will include professionalism, persuasive communication, ability to overcome objections and thrive in a dynamic and fast paced environment while still demonstrating excellence in critical thinking and attention to detail. Candidates with experience billing client accounts in Orion would be a plus.

Primary Responsibilities:

· Assess our current process and identify opportunities to improve both timing and accuracy of monthly client billing process

· Maintain database of affiliated advisor’s billing schedules

· Prepare for and compete monthly client billing and advisor payouts by working closely with Operations and Finance Departments (accounts payable)

· Collaborate with internal partners including Onboarding, Operations and Technology Development to streamline a process and establish controls to automate the process so that we can support several hundred advisor relationships.

· Assist leadership in developing financial analysis of individually advisor practices and support our Advisor Relationship / Practice Management teams

Qualifications:

· Bachelor’s degree in finance, accounting, or related field

· 3-5 years’ experience in same/similar role(s)

· Proficiency in Microsoft Excel and experience with Orion billing preferred

· Prior management and leadership experience preferred

Core Competencies:

· Analytical thinking

· Relationship building and service-oriented

· Successful in both a team and individual environment

· Strong communication skills

****Compensation & Benefits:

Compensation (based on experience)

• Base salary: $75,000 - $90,000
• Annual performance bonus target: 10% of base salary
• This is an exempt position

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Paid parking

Location : 86 Summit Avenue, Suite 303, Summit, NJ 07901

*This role is an in-office position, Mon-Fri

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity
Group”) is a financial holding company in the independent financial services sector that specializes in the
distribution of retirement and financial planning products. Simplicity Group partners with insurance and
investment professionals to help provide consumers with guaranteed income and life insurance products,
wealth accumulation strategies, disability and long-term care protection in support of a holistic financial
strategy.

Through its vast distribution network, Simplicity Group has assisted with the placement of more than $10
billion of insurance financial assets and has $10 billion of assets under management and advisement as
of Q3 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its
distribution partners expand their businesses. It is also focused on growing by acquisition. Simplicity
Group has over 1,000 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the
leading San Francisco-based financial and tech-enabled services private equity firms and by its operating
Partners, who help drive Simplicity Group’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity\r\nGroup”) is a financial holding company in the independent financial services sector that specializes in the\r\ndistribution of retirement and financial planning products. Simplicity Group partners with insurance and\r\ninvestment professionals to help provide consumers with guaranteed income and life insurance products,\r\nwealth accumulation strategies, disability and long-term care protection in support of a holistic financial\r\nstrategy. \r\n\r\nThrough its vast distribution network, Simplicity Group has assisted with the placement of more than $10\r\nbillion of insurance financial assets and has $10 billion of assets under management and advisement as\r\nof Q3 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its\r\ndistribution partners expand their businesses. It is also focused on growing by acquisition. Simplicity\r\nGroup has over 1,000 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the\r\nleading San Francisco-based financial and tech-enabled services private equity firms and by its operating\r\nPartners, who help drive Simplicity Group’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.