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Janney is an award-winning full-service financial services firm committed to understanding our clients’ needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
Janney’s PCG Support group provides technical, operational and administrative support to Janney’s branch offices as well as manages the relationships with the various service and support departments at corporate headquarters that have a direct impact on branch office productivity and client service support. The Advisor Recruiting and Transitions Group within PCG Support is focused on sourcing and recruiting qualified Financial Advisors (FAs) to join our Firm. The Recruiting Analyst will work closely with the Director of Advisor Recruiting and Transitions to support the creation of recruiting deals for Financial Advisors, create databases for centralized Recruiting efforts, and provide analysis and reporting on Recruiting Department initiatives.
The ideal candidate will have a passion for data, strong analytical skills, and the ability to translate complex data sets into actionable insights.
What You Are Good At
• Organization and Time Management: Possessing the ability to take on multiple requests at once and effectively complete tasks in a time efficient manner.
• Detail Oriented & Driven – Thorough and rigorous attention to all details; Ability to manage multiple high-touch projects simultaneously with precision and accuracy; Takes initiative and ownership in all aspects of role from logistics to processes and is unafraid to get their hands dirty and eager to learn
• Analytical ability – Able to effectively review information and data in order to identify issues and opportunities
• Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.
Responsibilities
• Develop and maintain financial models to evaluate the return on investment of Financial Advisor recruiting deals.
• Draft and review offer letters for Financial Advisors based on approved deals
• Conduct statistical and strategic analysis which includes preparing monthly, quarterly, annual, and ad hoc reports.
• Create dashboards, visualizations, and reports to present data insights to stakeholders
• Communicate findings in a clear and concise manner, tailored to the audience
• Provide actionable recommendations based on data analysis to improve business processes and outcomes
• Monitor Key Performance Indicators (KPIs) to track performance and success
• Maintain and update databases, ensuring data integrity and security
• Other duties as assigned.
What You Have
• Bachelor’s Degree in Finance, Accounting, or Mathematics highly preferred
• Two to three of relevant work experience; prior financial services & project management is a plus
• Highly proficient in Excel, Word and PowerPoint
• Strong quantitative, analytical and interpersonal skills
• High level of initiative, motivation, attention to detail, positive attitude, and the ability to work in a project or deadline-driven environment
• Strong written and oral communication skills
• Strong attention to detail
• Able to work effectively as part of a team
Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients’ needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.
