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18 results for Business Intelligence Analyst in Minneapolis, MN

Functional Business Analyst
  • Minneapolis, MN
  • remote
  • Temporary / Contract
  • 65 - 80 USD / Hourly
  • <p>We are looking for a Functional Business Analyst to support business process improvement initiatives for a construction-focused organization in Minneapolis, Minnesota. This Long-term Contract position will work closely with business stakeholders to evaluate workflows, define functional needs, and help shape practical automation solutions using modern Microsoft tools. The role is ideal for someone who can connect business objectives with technology capabilities, especially in areas involving AI-assisted productivity, process automation, and structured requirements documentation.</p><p><br></p><p>Responsibilities:</p><p>• Analyze current business operations and identify opportunities to improve efficiency through automation and streamlined processes.</p><p>• Partner with cross-functional teams to gather, clarify, and document functional requirements in detailed business requirements documents.</p><p>• Translate stakeholder needs into actionable solution recommendations using Microsoft Copilot, Power Apps, and Power Automate.</p><p>• Create and refine prompts that improve AI-assisted outputs for business users and support practical use cases.</p><p>• Collaborate with technical teams to ensure proposed solutions align with business rules, operational goals, and compliance expectations.</p><p>• Review business systems and workflows to recommend enhancements that strengthen accuracy, consistency, and user adoption.</p><p>• Support automation initiatives that may involve updates to existing tools, processes, or platform configurations.</p><p>• Contribute to accounting-related process analysis by considering internal controls and alignment with GAAP-based practices where applicable.</p>
  • 2026-10-08T00:00:00Z
Business Systems Analyst
  • Bloomington, MN
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <p>We are looking for a Business Systems Analyst to support business operations and strengthen the connection between functional teams and technology solutions in Bloomington, Minnesota. This role focuses on understanding business needs, improving processes, and helping resolve system-related issues that affect day-to-day performance. The ideal candidate brings a strong analytical mindset, experience with enterprise applications, and the ability to translate complex requirements into practical, effective solutions.</p><p><br></p><p>Responsibilities:</p><p>• Partner with business teams and technical stakeholders to gather needs, clarify objectives, and convert operational challenges into well-defined system requirements.</p><p>• Investigate application and process issues by reviewing incidents, identifying patterns, and helping drive timely resolution of production support concerns.</p><p>• Facilitate root cause analysis efforts and contribute to problem resolution and controlled change activities related to enterprise systems.</p><p>• Create clear documentation such as process maps, workflow diagrams, use cases, and data flow materials to support solution design and implementation.</p><p>• Assist with the planning, validation, rollout, and post-launch support of business applications across multiple functional areas.</p><p>• Identify opportunities to streamline workflows, reduce manual effort, and improve system performance through automation and emerging technologies, including AI-enabled tools.</p><p>• Evaluate proposed solutions to ensure they align with business goals, preserve data accuracy, and support compliance and operational reliability</p>
  • 2026-10-16T00:00:00Z
AI Business Analyst/Consultant
  • Golden Valley, MN
  • remote
  • Temporary / Contract
  • 80.75 - 93.5 USD / Hourly
  • <p>We are looking for an experienced AI Business Analyst/Consultant to support a growing portfolio of artificial intelligence initiatives. This position offers the opportunity to work closely with business and technical teams to turn high-value ideas into practical AI solutions using Microsoft-based tools and platforms. The role is well suited for someone who can bridge business needs and technical delivery while helping bring scalable, production-ready solutions to life.</p><p><br></p><p>Responsibilities:</p><p>• Engage with business partners to uncover operational needs, clarify objectives, and define solution requirements for AI-focused initiatives.</p><p>• Convert business challenges into practical concepts, prototypes, and implementation plans that align with organizational goals.</p><p>• Create, test, and launch AI-enabled tools, automated workflows, prompts, and agent-based solutions in a Microsoft-centered environment.</p><p>• Use Microsoft Copilot capabilities and related technologies to deliver solutions that improve efficiency and support day-to-day business processes.</p><p>• Work alongside internal AI specialists and cross-functional teams to strengthen designs, prepare solutions for production, and coordinate successful releases.</p><p>• Guide end users through adoption by providing training, usage support, and clear communication around new tools and processes.</p><p>• Manage assigned work with a high degree of independence, moving initiatives from early discovery through deployment and follow-up.</p><p>• Contribute to the evaluation and prioritization of a large pipeline of AI opportunities to help advance multiple initiatives each quarter.</p>
  • 2026-10-21T00:00:00Z
Data Security Analyst
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 150000 - 170000 USD / Yearly
  • We are looking for a Data Security Analyst to join a financial services organization in Minneapolis, Minnesota. In this role, you will help shape and uphold enterprise data governance practices, with a strong emphasis on identifying, classifying, and safeguarding unstructured information. This position combines strategic oversight with hands-on responsibility for the security technologies that support data protection and loss prevention efforts. You will work closely with security leadership and cross-functional stakeholders to strengthen compliance, reduce information risk, and improve data handling standards across the business.<br><br>Responsibilities:<br>• Lead the development and enforcement of data governance frameworks, standards, and controls that support secure information management across the organization.<br>• Oversee initiatives to discover, classify, and protect unstructured data, ensuring sensitive information is handled according to business and regulatory expectations.<br>• Administer and enhance data protection and data loss prevention solutions, including tools such as Varonis or comparable platforms.<br>• Partner with security, compliance, and business teams to assess information risk and implement practical safeguards that reduce exposure.<br>• Establish meaningful security and governance metrics, then monitor and report on performance to support ongoing improvement.<br>• Translate regulatory obligations into operational data security practices and help maintain alignment with applicable compliance requirements.<br>• Support the maintenance and optimization of security monitoring and related controls that contribute to broader enterprise data integrity and protection goals.<br>• Advise stakeholders on policy adherence, secure data usage, and governance best practices to strengthen the organization’s security posture.
  • 2026-10-20T00:00:00Z
Business Analyst Coordinator
  • Eden Prairie, MN
  • onsite
  • Temporary / Contract
  • 21 - 22 USD / Hourly
  • We are looking for a detail-oriented Business Analyst Coordinator to support member identity and eligibility data activities within a health insurance environment in Eden Prairie, Minnesota. This Long-term Contract opportunity is ideal for someone who enjoys analyzing records, resolving data discrepancies, and contributing to operational accuracy across cross-functional teams. In this role, you will help maintain data integrity, assist with process support, and contribute to quality-focused improvements that strengthen member information management.<br><br>Responsibilities:<br>• Review potential member identity matches in assigned work queues and determine the appropriate resolution based on established guidelines<br>• Investigate data discrepancies by analyzing records and comparing member information across systems and sources<br>• Reconcile member records to improve accuracy, consistency, and alignment of eligibility-related data<br>• Provide day-to-day operational and process support for the broader operations support team<br>• Identify recurring data patterns and recommend opportunities to refine matching logic and reduce manual workload<br>• Assist with quality reporting, audits, and documentation activities to support compliance and performance standards<br>• Contribute to continuous improvement efforts by helping develop practical solutions that enhance data stewardship processes
  • 2026-10-07T00:00:00Z
IAM Business Analyst
  • Minneapolis, MN
  • remote
  • Temporary / Contract
  • 142.5 - 165 USD / Hourly
  • <p>We are looking for a senior Business Analyst to join a Contract engagement supporting identity and access management initiatives. This role is suited to someone who can translate complex IAM needs into clear business requirements while working closely with both technical teams and business partners. The position is fully remote and focuses on helping drive delivery, communication, and organizational readiness across enterprise access management programs.</p><p><br></p><p>Responsibilities:</p><p>• Lead business analysis activities for identity and access management programs and project work, ensuring objectives, scope, and stakeholder needs are clearly defined.</p><p>• Partner with business and technical teams to collect, refine, and document requirements related to access controls, governance, and user lifecycle processes.</p><p>• Facilitate discussions across stakeholder groups to build alignment, communicate updates, and support informed decision-making throughout project delivery.</p><p>• Contribute to change management efforts by helping prepare impacted teams for process, policy, and technology updates tied to IAM initiatives.</p><p>• Translate IAM concepts into practical business language so non-technical stakeholders can understand impacts, dependencies, and expected outcomes.</p><p>• Support Agile delivery practices by assisting with backlog definition, documentation review, gap analysis, and coordination across cross-functional teams.</p><p>• Work with platforms such as SailPoint, Microsoft Entra, and CyberArk to support requirement gathering and operational process understanding.</p><p>• Review existing workflows and controls to identify improvement opportunities that strengthen governance and access lifecycle management.</p><p>• Help maintain clear project documentation, meeting outputs, and communication materials to support consistent execution across the program.</p>
  • 2026-10-22T00:00:00Z
Associate Business Analyst
  • Eden Prairie, MN
  • onsite
  • Temporary / Contract
  • 25 - 28 USD / Hourly
  • <p>We are looking for a detail-oriented Associate Business Analyst to support quality reporting operations for a health insurance organization. This Contract position focuses on producing recurring reports, preparing data files, and fulfilling reporting requests in a fast-moving environment with frequent same-day deadlines. The person in this role will work closely with quality and operational partners to organize data, deliver accurate output, and keep stakeholders informed on request status and completion timelines.</p><p><br></p><p>Responsibilities:</p><p>• Execute scheduled and ad hoc quality reports by following established instructions and aligning output with stakeholder expectations.</p><p>• Pull data from approved internal sources, then sort, filter, validate, and arrange information into usable files and summaries.</p><p>• Gather chart-related documents and supporting materials from authorized repositories to complete reporting requests.</p><p>• Combine large datasets and supporting files into organized deliverables while maintaining accuracy, consistency, and version control.</p><p>• Respond to incoming requests promptly, clarify missing details, and balance multiple priorities in a high-volume support setting.</p><p>• Provide completed reports and related documentation in the requested format within required turnaround times.</p><p>• Track request progress, communicate delays or issues, and escalate barriers when needed to protect delivery timelines.</p><p>• Maintain logs, documentation, and operational records to support transparency, audit readiness, and repeatable processes.</p>
  • 2026-10-22T00:00:00Z
Financial Analyst
  • Eden Prairie, MN
  • onsite
  • Permanent / Full Time
  • 120000 - 140000 USD / Yearly
  • <p>Our client in the Southwest metro is looking for a Financial Analyst with strong business partnering who has worked with large data sets and has done strategic analytics. This company is privately owned and has great leadership and is growing. Please reach out on LinkedIn @JenniferExsted.</p>
  • 2026-10-12T00:00:00Z
Inventory & Data Analyst
  • Bloomington, MN
  • onsite
  • Permanent / Full Time
  • 55000 - 85000 USD / Yearly
  • <p>This position blends hands-on inventory oversight with business analysis, helping improve product availability, reporting accuracy, and cross-functional decision-making. The ideal candidate is comfortable working with data, identifying process gaps, and turning operational information into practical recommendations.</p><p><br></p><p>Responsibilities:</p><p>• Monitor inventory activity, evaluate stock trends, and recommend replenishment actions based on sales patterns and demand signals.</p><p>• Perform regular cycle counts and inventory reviews, investigate variances, and address underlying causes to improve record accuracy.</p><p>• Analyze operational and inventory data using tools such as Excel and Power BI to uncover trends, exceptions, and performance insights.</p><p>• Build and maintain reports and dashboards that provide clear visibility into inventory movement, service levels, and key business metrics.</p><p>• Partner with teams across the business to gather reporting needs, clarify priorities, and deliver useful analytical support.</p><p>• Strengthen inventory and reporting workflows by identifying opportunities to improve data collection, consistency, and efficiency.</p><p>• Assist team members in using reporting tools and understanding processes related to inventory data and performance tracking.</p>
  • 2026-10-19T00:00:00Z
Logistics Analyst
  • Arden Hills, MN
  • onsite
  • Temporary / Contract
  • 28.5 - 33 USD / Hourly
  • <p>We are looking for a Logistics Analyst to support transportation, distribution, and supply chain activities for a growing operation in Arden Hills, Minnesota. This Long-term Contract position is ideal for someone with a solid foundation in logistics coordination who can help maintain efficient product movement across domestic and global channels. The role focuses on analyzing shipment activity, improving day-to-day logistics execution, and partnering with internal teams and external providers to keep supply chain operations running smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Monitor inbound and outbound shipments to help ensure timely delivery and accurate movement of goods across the supply chain.</p><p>• Coordinate with carriers, warehouses, and internal stakeholders to resolve transportation issues and maintain continuity in distribution activities.</p><p>• Review logistics data and shipment trends to identify delays, cost concerns, and opportunities to improve service performance.</p><p>• Support global and domestic logistics processes by helping manage documentation, scheduling, and communication related to freight movement.</p><p>• Track key supply chain metrics and prepare reports that help teams make informed decisions on logistics performance.</p><p>• Assist with inventory flow and distribution planning to align product availability with operational needs.</p><p>• Investigate delivery exceptions, shortages, or routing problems and recommend practical solutions to minimize disruption.</p><p>• Contribute to logistics process updates and operational changes, including support for internal system-related workflow adjustments when required.</p>
  • 2026-10-08T00:00:00Z
Investment Operations Analyst
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 75000 - 90000 USD / Yearly
  • <p>We are looking for a sharp, detail-driven Investment Operations Analyst to support an investment loan portfolio in Minneapolis, Minnesota. In this role, you will help maintain accurate reporting, evaluate loan and portfolio performance, and strengthen day-to-day operational controls across investment activity. This position is well suited for someone who enjoys working with financial data, improving processes, and partnering with internal teams and external service providers to keep operations running smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Lead recurring financial reporting activities for the investment portfolio, ensuring information is complete, accurate, and delivered on schedule.</p><p>• Review monthly investor remittance activity and reconcile loan-level data, including interest accruals, payoff activity, and delinquency reporting.</p><p>• Compile month-end portfolio metrics for lending partners and validate key balances such as principal, and interest reserve positions.</p><p>• Verify the accuracy and consistency of data tied to newly acquired assets before it is incorporated into reporting and monitoring processes.</p><p>• Support loan funding administration by assessing draw requests against project progress and facilitating timely disbursements to contractors.</p><p>• Coordinate data gathering and reconciliation efforts across internal records, servicers, fund administrators, and other external providers.</p><p>• Produce and maintain portfolio performance reports and track records to support ongoing analysis and management oversight.</p><p>• Monitor cash activity across the portfolio and assist with capital calls, drawdowns, and investor distribution processing.</p><p>• Respond to investor information requests and contribute to due diligence materials, ad hoc analyses, and special projects as needed.</p>
  • 2026-10-06T00:00:00Z
Senior SAP Business Analyst
  • Minneapolis, MN
  • remote
  • Permanent / Full Time
  • 150000 - 160000 USD / Yearly
  • We are looking for a Senior SAP Business Analyst to support planning and supply chain initiatives for a growing organization in Minneapolis, Minnesota. This role focuses on improving business processes across advanced planning, demand planning, and supply network planning while partnering with stakeholders to align system capabilities with operational goals. The ideal candidate brings strong SAP planning expertise, sound business analysis skills, and experience working in manufacturing environments.<br><br>Responsibilities:<br>• Partner with business and operations teams to evaluate planning needs and translate them into effective SAP-based solutions across advanced planning, demand planning, and supply network planning functions.<br>• Analyze current workflows, identify process gaps, and recommend improvements that strengthen forecasting, supply planning, and material availability.<br>• Configure and support SAP planning modules, ensuring business requirements are accurately reflected in system design and functional specifications.<br>• Manage integration activities involving core planning transactions and connected processes such as planned orders, purchase requisitions, process orders, and monitoring of planning data flows.<br>• Work independently to investigate issues, assess root causes, and coordinate resolutions that minimize disruption to manufacturing and supply chain operations.<br>• Collaborate with cross-functional teams using structured delivery practices to document requirements, validate outcomes, and support implementation efforts.<br>• Produce clear process documentation, functional designs, and business analysis artifacts that support decision-making and long-term system sustainability.
  • 2026-10-08T00:00:00Z
SAP Business Analyst
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 150000 - 160000 USD / Yearly
  • <p>We are looking for a SeniorSAP Business Analyst to support warehouse and supply chain operations for a growing team in Minneapolis, Minnesota. This position focuses on improving business processes across SAP warehouse management and related enterprise functions, with an emphasis on practical analysis, cross-functional collaboration, and scalable solution design. The ideal candidate brings deep knowledge of manufacturing and logistics workflows and can translate operational needs into effective SAP-enabled outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Analyze warehouse, logistics, and supply chain processes to identify business needs and recommend SAP-based improvements across operational workflows.</p><p>• Partner with stakeholders to define functional requirements for inbound, outbound, and internal warehouse activities, ensuring solutions align with business goals.</p><p>• Support configuration, testing, and optimization of SAP warehouse management capabilities, including posting changes, transfer processes, staging activities, and inventory-related transactions.</p><p>• Evaluate integration points between warehouse operations, transportation functions, and dock scheduling processes to improve end-to-end execution.</p><p>• Collaborate with cross-functional teams to address process gaps involving production support, quality-related activities, and material movement within manufacturing environments.</p><p>• Contribute to solution design and documentation for shipment processing, shipment cost tracking, and electronic document flows such as IDoc-related activities.</p><p>• Facilitate business analysis activities including requirements gathering, process mapping, gap analysis, and validation of proposed SAP enhancements.</p><p>• Participate in project delivery using structured methodologies, working closely with technical teams, business users, and testing groups to ensure successful implementa</p>
  • 2026-10-02T00:00:00Z
Quality Analyst
  • Saint Paul, MN
  • remote
  • Temporary / Contract
  • 28 - 30 USD / Hourly
  • We are looking for a detail-oriented contract specialist to support a focused data quality initiative in Saint Paul, Minnesota. This role is centered on improving the accuracy, consistency, and reliability of account information while helping the business maintain clean, usable records for reporting and operational needs. The ideal candidate brings strong analytical judgment, comfort with large datasets, and the ability to translate data findings into practical business insights.<br><br>Responsibilities:<br>• Examine account records in the CRM to uncover duplicates, missing information, conflicting entries, and other data integrity concerns.<br>• Clean and standardize core account details such as company names, location fields, industry categories, and related attributes according to established data rules.<br>• Compare CRM account records against master data sources and determine accurate matches using identifiers such as customer numbers, billing references, quotes, and order details.<br>• Use Excel, data preparation tools, and logical matching methods to identify likely record connections and confirm uncertain results through careful review.<br>• Build and maintain cross-reference files that link account records between systems and clearly document updates, assumptions, and unresolved items.<br>• Investigate inconsistencies across account, quote, order, bill-to, and sold-to information, then track follow-up actions needed for resolution.<br>• Validate cleansed and mapped records through audits, spot checks, and stakeholder review to confirm readiness for reporting and future migration planning.<br>• Maintain organized logs of exceptions, risks, discrepancies, and open issues, escalating items that require business or system-owner input.
  • 2026-10-22T00:00:00Z
ERP Business Analyst/Consultant
  • Minneapolis, MN
  • onsite
  • Temporary / Contract
  • 55.4135 - 64.163 USD / Hourly
  • We are looking for an experienced ERP Business Analyst/Consultant to support financial systems and serve as a key connection point between business stakeholders and technical teams in Minneapolis, Minnesota. This Long-term Contract position offers the opportunity to work in a hybrid environment while helping finance operations run smoothly across banking, receivables, reporting, and enterprise applications. The ideal candidate brings strong analytical judgment, hands-on ERP knowledge, and the ability to translate operational needs into practical system solutions.<br><br>Responsibilities:<br>• Partner with finance leaders, end users, and IT professionals to align system capabilities with operational and reporting needs.<br>• Provide functional support for financial processes related to banking, accounts receivable, and associated enterprise applications.<br>• Investigate application issues, identify root causes, and coordinate timely resolution with technical and business teams.<br>• Review data flows and system connections between PeopleSoft and other platforms to maintain reliable integrations.<br>• Assist with application setup, validation, testing activities, and improvements to existing ERP functionality.<br>• Update and refine current reports, queries, and dashboards to address changing business priorities without unnecessary new development.<br>• Capture business needs, process maps, and system documentation to support enhancements and ongoing operations.<br>• Recommend workflow improvements that increase efficiency, strengthen accuracy, and support better user experience.<br>• Contribute business analysis and coordination support for finance-related activities connected to the Workday implementation.<br>• Use tools such as ServiceNow, Cognos, and related reporting technologies to support incidents, requests, and analytical needs.
  • 2026-10-22T00:00:00Z
Sr. Financial Analyst
  • Richfield, MN
  • remote
  • Temporary / Contract
  • 40 - 45 USD / Hourly
  • We are looking for an experienced Sr. Financial Analyst to join a non-profit organization in Richfield, Minnesota on a Contract basis. This role will support enterprise budgeting, long-range financial planning, and monthly performance analysis while partnering closely with operational leaders across the organization. The ideal candidate brings strong financial modeling skills, sharp analytical judgment, and the ability to translate complex data into clear business insights.<br><br>Responsibilities:<br>• Lead the full annual budgeting cycle by coordinating timelines, gathering input from multiple departments, and preparing structured budget models that support informed planning decisions.<br>• Develop and maintain long-range financial forecasts that help leadership evaluate future funding needs, operational sustainability, and reserve strategies across programs and service areas.<br>• Prepare monthly financial reviews that compare actual results to budget and forecast expectations, highlighting key trends, risks, and performance drivers.<br>• Work closely with accounting after each close cycle to investigate variances, confirm financial accuracy, and summarize findings for leadership review.<br>• Serve as a trusted advisor to department heads and program leaders by providing guidance during budget development and supporting ongoing expense management discussions.<br>• Create practical reporting tools and financial resources that help managers monitor spending, understand results, and improve budget accountability.<br>• Use advanced Excel capabilities, business intelligence tools, and data extraction methods to validate information and improve the efficiency of recurring reports.<br>• Perform ad hoc financial analysis to support strategic planning, operational decision-making, and special projects as needed.<br>• Adhere to workplace safety expectations and contribute to additional administrative or finance-related duties as assigned.
  • 2026-10-22T00:00:00Z
Jr. HRIS Analyst
  • Golden Valley, MN
  • onsite
  • Temporary / Contract
  • 28 - 30 USD / Hourly
  • <p>This position is responsible for configuring and supporting Production Scheduling and other HR systems and processes that enhance user experience support, HR process, and technology efforts and deliver value to our global workforce. This role is expected to demonstrate proficiency in system knowledge/configuration, problem solving, process/data analysis, and communication skills. You’ll work collaboratively across teams to provide recommendations on aligning technical solutions to business opportunities.</p><p><br></p><p>KEY ACCOUNTABILITIES</p><p>• Analyst resource for global HR system processes data and technology projects primarily focused on plant shift scheduling capabilities</p><p>• Day to day operational support of HR systems and ensure system health and sustainability</p><p>• Utilize Indeavor functional expertise to troubleshoot issues and identify solutions scheduling configuration integrations etc.</p><p>• Consultant for global HR systems data and processes - identify and articulate process impacts on technology/data and potential constraints</p><p>• Partner with business to define functional requirements – including data configuration and integration needs – and translate into recommendations and technical specifications</p><p>• Partner with business to understand pain points prioritize requirements and identify opportunities to improve processes/gain efficiency by leveraging existing and new functionality</p><p>• Successfully deliver prioritized initiatives through discovery planning implementation testing and stabilization</p><p>• Responsible for quality assurance creation of test scripts testing execution and ensuring user acceptance for system solutions</p><p>• Develop technical documentation supporting system or processes changes</p><p>• Communicate system or process changes to users with varying technical knowledge</p><p>• Advocate and influence HR solutions and inform on new trends and technologies</p><p><br></p><p><br></p><p><br></p>
  • 2026-09-24T00:00:00Z
Social Media Compliance Analyst
  • Minneapolis, MN
  • remote
  • Temporary / Contract
  • 40 - 45 USD / Hourly
  • <p>We are looking for an experienced compliance and regulatory specialist to support a Financial Services organization in Minneapolis, MN. This contract-to-hire role is entirely remote, and focuses on interpreting regulatory expectations for field social media activity and helping the business maintain effective controls, sound processes, and clear risk-based guidance. The ideal candidate will bring strong analytical judgment, research skills, and the ability to translate detailed requirements into practical recommendations for business partners and leadership.</p><p><br></p><p>Candidates must hold active FINRA registrations to be considered:</p><ul><li>FINRA Series 24 (General Securities Principal)</li><li>FINRA Series 7 (General Securities Representative)</li><li>FINRA Series 63, 65, or 66</li></ul><p>NICHE EXPERTISE:</p><ul><li>Broker-dealer or wealth management compliance experience focused on advisor communications, marketing compliance, and social media supervision under FINRA and SEC rules.</li><li>Direct hands-on experience utilizing communications supervision and archiving platforms such as Hearsay, Global Relay, or Yext.</li></ul><p>RESPONSIBILITIES:</p><ul><li>Review, evaluate, and supervise social media activities and marketing communications generated by financial advisors for FINRA and SEC compliance.</li><li>Conduct regulatory research, interpret rules and industry guidance, and translate findings into practical supervisory controls and procedures.</li><li>Identify compliance deficiencies, deliver constructive feedback to field representatives, and drive corrective actions.</li><li>Execute compliance testing, monitoring, and oversight activities across digital communication channels.</li><li>Consult with legal, marketing, and business leaders to support strategic growth while mitigating regulatory exposure.</li></ul>
  • 2026-10-22T00:00:00Z