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Strategic Engagement Analyst

United States·DallasHybridmid

OtherEngagement

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Quick Summary

Overview

The Strategic Engagement Analyst supports engagement initiatives across Advanced Wealth Solutions (AWS) by helping teams execute, coordinate, and measure programs that connect advisors to tools, resources, and solutions.

Technical Tools

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This role blends operational coordination with analytical support, offering hands‑on experience working across sales, enablement, marketing, and platform teams. It’s a strong opportunity for someone early in their career who is interested in strategy execution, business operations, and data‑informed decision‑making.

This role offers the opportunity to gain experience working on enterprise-scale initiatives while building a strong foundation in enablement, analytics, and cross-functional collaboration. You will also develop an understanding of how engagement strategies are executed and measured within a complex organization, while positioning yourself for future growth into roles such as Program Manager.

This is a hybrid role, candidates must be located in Dallas, TX.

Responsibilities

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→In this role, you’ll support strategic engagement efforts by:
- →Assisting with coordination and execution of engagement activities, events, and initiatives
- →Helping maintain engagement materials, calendars, and shared tools
- →Supporting collaboration across teams such as Sales Enablement, Communications, and Marketing
- →Preparing reports, summaries, and insights that help teams understand what’s working and where to improve
- →Tracking activities and outcomes to improve visibility and consistency
→You’ll work closely with senior team members, gaining exposure to enterprise‑level initiatives while building strong foundational skills.

Requirements

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Bachelor’s degree or equivalent experience
1–5 years of relevant experience (including internships) in areas such as analytics, operations, enablement, marketing, or similar
Strong organizational and analytical skills
Ability to manage multiple priorities with attention to detail
Clear written and verbal communication skills
Comfort working with common business tools (e.g., Excel, PowerPoint, collaboration platforms)

Nice to Have

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Experience supporting cross‑functional projects or initiatives
Exposure to reporting, dashboards, or performance tracking
Interest in strategy execution, operations, or business analytics

What We Offer

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The base annual salary range for this role is $50,000 to $75,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

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