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Senior New Business Analyst

Shelton, CT, USA

Job Type

Full-Time

Workspace

On-Site

About this role

A Senior New Business Analyst provides support to Financial Services Representatives in analyzing, clarifying and submitting new client applications and transactions. A Senior New Business Analyst on the MMLIS (Investment) team is directly responsible for overseeing the processes to ensure protocol is being followed and all associates are being provided white glove service. The ultimate responsibility is to serve the Financial Service Representatives while prioritizing client interest, confidentiality, and compliance.

Requirements

  • Process new business applications in an organized and timely manner 

  • Act as a leader for new staff

  • Periodically train Employees, Advisors and their staff on operation processes

  • Manage relationships with back-office parties to expedite processes 

  • Track new business through its life cycle and follow up on issues, concerns and delays 

  • Leverage teammates in times of high case load or unforeseen circumstances 

  • Use sound judgement to problem solve and escalate where needed

  • Design training programs and activities

  • Work collaboratively to assist leadership with capacity and workflow

  • Understand the bigger goals of Barnum and how to help the firm reach those goals


Qualifications


  • 3+ years of Business Analyst/Operations Experience

  • FINRA licensing preferred

  • Strong analytical and organizational skills

  • Strong leadership and high level of common sense

  • Easily adaptable to changes in processes and priorities

  • Strong multi-tasker with a high level of accountability

  • Customer-oriented and professional

  • Strong problem perception

  • Ability to use discretion and maintain client confidentiality

  • Bachelor’s Degree; Masters Preferred


CRN202804-8686676


Barnum Logo White with Orange Triangle
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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org.

 

6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000   CRN202706-6761737

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1. As of 10/23/2024

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2. As of 1/02/2025, our firm’s total Assets Under Management (AUM) were $10,866000,000 and our total Assets Under Administration (AUA) were $32,275,000,000 AUM reflects the market value of all investments our investment adviser representatives manage through MML Investors Services, LLC managed account programs. AUA reflects the market value of non-advisory investment programs and accounts offered through our registered representatives of MML Investors Services, LLC, in its capacity as a broker/dealer, as well as the annuity contract values, and life insurance cash values of insurance products sold or serviced by insurance agents/brokers associated with our firm. This value will fluctuate based on changes in market conditions, inflows and outflows of client monies, and other factors, and does not reflect the impact of fees, expenses, or taxes that may apply to the purchase, redemption, or transfer of underlying investments, accounts, contracts, or policies. MML Investors Services, LLC is a registered investment adviser and broker/dealer, Member SIPC. Annuity and Life Insurance values may be associated with various insurance carriers.

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3. As of 1/1/2025​

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