Investment Advisor- Pennington, NJ
6 days ago
Pennington
Job Description BCforward is currently seeking a highly motivated Business Analyst for an opportunity in Pennington, NJ Position Title: Business Analyst Location: Pennington, NJ- Onsite Anticipated Start Date: ASAP Please note that this is the target date, which is subject to change. BCforward will send official notice ahead of a confirmed start date. Contract Duration: 12 month(s) contract with potential extension Pay Rate Range: $33.64/Hr on W2 Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.). Shift- M-F 8:30am-5:30pm (Onsite) Job Description: The Investment Advisory (IA) Governance team provides comprehensive fiduciary oversight for the Firm’s investment advisory programs and platforms. This includes maintaining a robust risk control framework aligned with firm policies, regulatory expectations, emerging risks, and evolving market dynamics that influence business strategy and advisory practices. This role supports the Merrill Lynch Wealth Management investment advisory programs within the Platform Governance organization. Key responsibilities include reviewing and responding to program policy and procedure inquiries, as well as evaluating investment and maintenance related requests for client accounts in accordance with established guidelines. The position partners closely with internal colleagues across the Investment Solutions Group (ISG), field leadership, and financial advisors to deliver platform oversight and monitoring functions for the Firm’s advisory products. The associate will analyze accommodation requests to ensure alignment with policy and regulatory standards, oversee adherence to business policies, and support the implementation of an effective governance structure for investment advisory programs. The Business Governance Specialist is expected to proactively manage issues and inquiries, conduct research with internal business and technology partners, and ensure timely and accurate resolution. As a primary point of contact for advisors, field offices, and internal management teams, the individual must be confident communicating across all levels of the organization. The role requires a strategic mindset, the ability to identify process, procedural, and technical enhancement opportunities, and participation in project leadership and execution. Responsibilities • Provide timely responses to inquiries received through multiple channels to support operational efficiency and deliver high quality service., • Conduct research, follow up, and resolution of routine inquiries., • Identify potential risks in daily operational activities and escalate concerns as appropriate., • Review and approve account documentation and advisory program enrollments via systematic and manual processes., • Support oversight of business policy adherence and enforce governance standards across the Firm’s investment advisory programs. Required Skills & Experience • Knowledge of managed products and/or the investment advisory business., • Attention to Detail: Ability to complete tasks with accuracy and process complex information reliably., • Client Focus: Ability to identify, understand, and prioritize the needs of internal and external clients while providing solutions and resolving issues., • Collaboration: Ability to work effectively with colleagues to achieve shared goals., • Research Skills: Ability to gather, analyze, and interpret information to support recommendations or decisions., • Ability to quickly learn and apply new information to business processes., • Proficiency in the use of AI enabled tools and resources. Desired Skills & Experience • Excellent written and verbal communication skills., • Ability to manage multiple priorities in a fast paced environment. Benefits: BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k. About BCforward: Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’ s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work. BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process. This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration. Company DescriptionAbout BCforward: Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer.About BCforward:\r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.