Business Analyst, Wealth Management
MMLIS Advisor Loans & Transitions
Full-time, Boston or Springfield, MA
The Opportunity
The Business Analyst will support Wealth Management through financial analysis, business insights, and data-driven decision support, with a primary focus on the MMLIS Advisor Loan Program. Partnering closely with the Head of MMLIS Advisor Loan Programs, the analyst will evaluate EXP GDC Wealth recruits and Practice Acquisition opportunities through practice assessments, financial modeling, loan structuring, break-even and sensitivity analysis, data visualization, and coordination with key home office partners.
The role will also support broader Wealth Management priorities by analyzing business performance, growth opportunities, trends, and strategic initiatives, while identifying opportunities to use data, technology, AI, and robotics to improve the efficiency and effectiveness of the Advisor Loan Program.
The Team
You will be part of a team focused on growing and strengthening the Wealth Management business. The team works across advisor recruiting and acquisitions, business performance, strategic initiatives, and other priorities that support advisor growth and net flows.
The Impact
MMLIS Advisor Loan Program
- Support the Head of MMLIS Advisor Loan Programs with analytics, financial modeling, and business insights across the advisor loan programs administered through MMLIS.
- Develop detailed financial assessments for EXP GDC Wealth recruits and Practice Acquisition candidates, including deal economics, loan structures, break-even analysis, profitability, and sensitivity modeling.
- Gather and analyze financial, advisor, practice, and loan data throughout the recruit and acquisition process to support informed and timely deal decisions.
- Translate loan profitability requirements and complex financial results into clear insights for business leaders and governance teams.
- Develop and maintain dashboards and visualizations that provide a clear view of deal activity, program performance, economics, trends, and key measures. Build and maintain data models that bring together information from multiple sources and support consistent analysis across the loan program.
- Use SQL, Python, and other analytical tools to work with large and complex datasets, automate analysis, and improve the speed and quality of business insights.
- Help drive the team's AI, automation, and robotics strategy, identifying manual or repetitive processes that can be simplified or automated and partnering with appropriate technology teams to implement solutions.
- Develop analytical tools and automated workflows that improve the efficiency, consistency, and scalability of the loan and deal-assessment process.
- Support the administration, configuration, tes