Strategy & Operations Analyst

Primary Responsibilities

• Help reinforce a repeatable advisor growth model, including lead capture, pipeline progression, and opportunity management
• Provide reporting and insights that connect advisor activity to business outcomes (e.g., pipeline → conversion → new clients)
• Identify gaps in advisor usage, process adherence, and pipeline discipline, and proactively flag opportunities for improvement
• Monitor pipeline health, including stage progression, data completeness, and aging opportunities
• Identify and escalate issues such as stalled deals, inconsistent usage, or gaps in data capture
• Support standardization of pipeline workflows, definitions, and reporting outputs
• Explore opportunities to automate data capture and workflow improvements using AI-enabled tools
• Track CPA partner engagement, referral activity, and conversion performance
• Support development and maintenance of partner-level scorecards
• Ensure consistent data capture and reporting across partner relationships and advisor teams
• Help identify opportunities to improve partner activation, using both data analysis and system enhancements
• Actively leverage and experiment with AI tools and emerging technologies to improve workflows, reporting, and data capture
• Partner with internal teams and vendors to support implementation of CRM enhancements, automation solutions, and AI-enabled capabilities
• Identify opportunities to reduce manual work and improve data quality through automation
• Help translate business needs into clear requirements for technology solutions
• Stay current on new tools and recommend practical applications within the Growth team

Basic Qualifications

• Bachelor’s degree required
• 3–5 years of experience in business analytics, consulting, strategy, or operations roles
• Strong proficiency in Excel and PowerPoint; experience creating executive-ready materials
• Experience working with CRM systems (Microsoft Dynamics preferred)
• Demonstrated ability to work with large, unstructured datasets and produce actionable insights
• Strong comfort with technology, systems, and learning new tools quickly
• Interest in AI and automation, with a willingness to apply new tools in a business context
• Strong attention to detail and commitment to data accuracy

Preferred Skills

• Experience in financial services, wealth management, or professional services
• Experience working with sales teams, advisors, or relationship-driven professionals to improve process adoption and reporting
• Ability to balance data rigor with practical, user-friendly solutions that drive adoption
• Strong problem-solving mindset with ability to operate in ambiguity

Employee Benefits

• Competitive salary and bonus plan
• Competitive medical, dental, and vision plans
• Basic life and disability coverage
• 401(k) matching program
• Financial support for approved designations and courses
• Technical, leadership, sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave

About the Role

The Strategy & Operations Analyst will support the Growth organization by driving reporting, pipeline management, and partner tracking across Choreo’s CPA channel and broader growth initiatives.

Qualifications

• Bachelor’s degree required
• 3–5 years of experience in business analytics, consulting, strategy, or operations roles
• Strong proficiency in Excel and PowerPoint; experience creating executive-ready materials
• Experience working with CRM systems (Microsoft Dynamics preferred)
• Demonstrated ability to work with large, unstructured datasets and produce actionable insights
• Strong comfort with technology, systems, and learning new tools quickly
• Interest in AI and automation, with a willingness to apply new tools in a business context
• Strong attention to detail and commitment to data accuracy

Skills

• Strong analytical skills
• Proficiency in Excel and PowerPoint
• Experience with CRM systems (Microsoft Dynamics preferred)
• Ability to work with large, unstructured datasets
• Comfort with technology and systems
• Interest in AI and automation

Benefits

• Competitive salary and bonus plan
• Competitive medical, dental, and vision plans
• Basic life and disability coverage
• 401(k) matching program
• Financial support for approved designations and courses
• Technical, leadership, sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave

Pay

Competitive salary and bonus plan

Schedule

Not specified