Broker Check

Design Center Analyst

The Design Center Analyst will focus on supporting our External Brokerage Managers to provide appropriate solutions for the brokers we support. You will be expected to provide creative solutions and coordinate for a range of product and services.

Roles & Responsibilities

Case Design Support

  • Converse with Brokerage Managers and Advisors to understand goals and objectives to effectively generate output needed
  • Work with Advances Sales team to collaborate on case design options
  • Understand and communicate additional opportunities the Brokerage Manager or Advisor did not see
  • Work with Managing Director on understanding case design and market trends

Case Support Tracking

  • Work with Managing Director on where cases are coming from and what has been successful
  • Work with Managing Director and Brokerage Managers on case development and design efficiencies
  • Track the implementation success of solutions provided


  • Continue to develop knowledge and skills in the financial service industry
  • Develop effective communication skills and task management skills

Success of This Position Will Be Measured By:

  • Ability to complete project in a timely fashion
  • Being able to manage several tasks in a fast paste environment
  • Positive feedback from Brokers Managers and Advisors on support provided

Key Qualifications, Skills & Characteristics

  • Detail oriented
  • Excellent organizational skills with ability to handle and prioritize multiple projects
  • Passionate self-starter. Must ask questions and learn quickly on the job
  • Able to adapt to new technology
  • Problem solving ability
  • Creativity
  • Drive, team player, motivated to take responsibility and ensure successful outcomes across activities

What's in it for You?

  • Competitive Salary & PTO Days
  • Subsidized Health & Dental Insurance
  • 401K Program
  • Optional FSA Program
  • Team outings each Quarter (think Go-Carting, Comedy Shows & Boating)
  • Full access to gym in building for only $25 per month