Job Summary:

The Business Platform Administrator plays a pivotal role in developing and managing policies, programs, and processes that support the organization's business platform. This role involves analyzing performance metrics, enhancing profitability, and ensuring effective communication with the field. The administrator is responsible for improving management effectiveness through data-driven insights and maintaining efficient systems and databases to support the organization's strategic goals.

Key Responsibilities:

• Performance Analysis and Reporting:
• Develop and administer programs that measure and reward production and business planning.
• Conduct qualitative and quantitative analyses on performance and profitability metrics for Senior Management and field teams, recommending actionable improvements.
• Generate and distribute detailed monthly performance reports to sales management and field teams.

• Policy Development and Communication:
• Establish, communicate, and manage policies and processes that support the business platform.
• Act as a liaison between the field and the home office to address policy changes and resolve challenges.
• Facilitate a positive relationship between field teams and the corporate office by removing obstacles and enhancing productivity.

• Systems and Process Management:
• Oversee departmental databases and digest sites, ensuring accuracy and usability.
• Collaborate with IT teams to implement system updates, cosmetic improvements, and new features.
• Manage and refine processes that enhance division profitability and continuity.

• Budgeting and Strategic Planning:
• Set goals, objectives, and budgets for business platform administration.
• Monitor progress against goals and recommend adjustments as needed.

• Leadership and Problem-Solving:
• Provide leadership in resolving field-impacting issues, ensuring seamless operations.
• Support organizational goals by delivering high-quality service and fostering strong communication across departments.

• Additional Responsibilities:
• Perform other duties and projects as assigned.

Required Knowledge, Skills, and Abilities:

• Technical Knowledge:
• Strong understanding of organizational structure, policies, mission, and strategies.
• Proficiency in Microsoft Access for database management and reporting.
• Advanced skills in Microsoft Excel, including formulas, pivot tables, and macros.
• Analytical and Communication Skills:
• Ability to analyze numerical data, ratios, and trends to drive decision-making.
• Strong verbal and written communication skills with all levels of the organization.
• Effective in delivering presentations to individuals and groups.
• Organizational Skills:
• Exceptional ability to prioritize, manage, and track multiple projects and tasks simultaneously.
• Detail-oriented to ensure accuracy in reporting and database management.
• Interpersonal Abilities:
• Strong customer service skills with a focus on relationship-building.
• Demonstrated ability to work independently and collaboratively within a team environment.

Educational and Experience Requirements:

• Education:
• Bachelor’s Degree (B.A.) from a four-year college or university.
• Minimum of two years of experience in the securities industry, including operational management.
• Equivalent combinations of education, experience, and/or training may be considered.
• Licenses/Certifications:
• None required.