Technology Operations Analyst - World Financial Group

Serves as department subject matter expert for WFG Operations systems (Coding, Licensing, Points). Conducts in-depth system testing and works with IT on defining requirements for implementation and improvement initiatives. Provides system training to employees.

Responsibilities

• Support WFG Operations areas with data needs by creating queries and reports to meet the requirements provided.
• Identify root cause of issues and determine when/if IT tickets should be submitted.
• Conduct quality assurance on IT initiatives as related to WFG Operations systems (Coding, Licensing, Points) projects and tickets.
• Write IT requests providing detailed information regarding the business need and any impacts the project will have to the business (e.g., financial or customer service).
• Monitor WFG Operations (Coding, Licensing, Points) webpages and ensure they are updated with any changes to policies or process updates.
• Submit updates for WFG Operations (Coding, Licensing, Points) forms to be reviewed, updated, and posted appropriately.
• Effectively communicate project statuses with IT and appropriate stakeholders.

Requirements

• Associate’s degree in a business-related field or equivalent experience.
• Up to two years of experience with analysis and using data management tools.
• Technical knowledge with analytical and problem-solving ability.
• Verbal and written communication skills.
• Able to successfully manage multiple assignments under pressure of deadlines.
• Sound decision-making, problem solving, and organizational skills.
• Ability to work in both a team environment and individually.
• Proficiency/advanced Excel skills.

Preferred Qualifications

• One year of experience with WFG systems or related system QA/testing.
• Knowledge of SQL and basic database queries.

Working Conditions

• Office environment.
• Occasional travel for internal meetings as needed.

Pay

The salary for this position generally ranges between $58,000 - $70,000 annually. Actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is typically eligible for an annual bonus based on company and individual performance at the company’s discretion.

Schedule

This is a hybrid position requiring three days in office per week in one of our hub locations (Philadelphia, PA; Cedar Rapids, IA; Denver, CO).