Commissions Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Administer and provide support for BLS/BLAS compensation and billing procedures.

• Oversee both recurring and one-time compensation adjustments, including tracking, inputting, reconciling, and supervising.

• Conduct and manage monthly/quarterly compensation calculations and pre-run tasks for the pay cycle.

• Address failed payment issues and handle void/reissue transactions.

• Investigate, analyze, and resolve inquiries related to compensation, along with any discrepancies, anomalies, and correction requests.

• Carry out audits and data validation tasks while supporting internal, external, and ad hoc audit requests.

• Identify gaps in compensation processes and data integrity, and create tools, controls, and solutions accordingly.

• Assist in Compensation Department initiatives and collaborate on cross-functional projects involving stakeholders, regulators, and vendors.

• Troubleshoot system issues related to compensation involving BLS, BLAS, and CNO systems.

• Provide backup support for the department as needed.

• Help maintain the accuracy, efficiency, and integrity of compensation and billing operations.

⛳️ Requirements

• High School diploma or equivalent GED in general studies.

• Four years of professional experience with a Broker Dealer and/or Registered Investment Advisor.

• Advanced skills in Microsoft Office, especially Excel, including formulas, pivot tables, data validation, reconciliation, and data analysis.

• Proficiency in Outlook, Teams, and Word.

• Experience with compensation, financial, and advisory systems such as Xtiva/PureFacts, Envestnet, NetX360, or similar platforms.

• Strong analytical, critical thinking, and problem-solving abilities.

• Background in researching discrepancies, performing root-cause analysis, resolving complex compensation issues, and suggesting process improvements.

• Familiarity with audits, reconciliations, data validation, quality control, and accurate recordkeeping.

• Effective verbal and written communication skills.

• Strong organizational and time management capabilities.

• Ability to independently handle multiple priorities, recurring deadlines, ad hoc requests, and project deliverables.

• Capacity to work both independently and collaboratively as part of a team.

• Availability to work Central or Eastern Time hours.

• All tasks must be performed within the United States.

• Visa sponsorship is not available.

🏝️ Benefits

• Medical, Dental, and Vision insurance.

• Performance-based bonuses or sales incentives.

• 401(k) retirement plan with company matching contributions.

• Short-term and long-term disability insurance.

• Paid time off and 10 corporate holidays.

• Paid parental leave.

• Company-paid life insurance.

• Resources for Mental and Financial Well-Being.

• Flexible work environment.

• Fully remote work options for any US-based location.

• Access to work from the corporate office in Carmel, IN, or Chicago, IL, as necessary for associates residing within 60 miles.

• Opportunities to enhance skills through challenging professional experiences.

• Reasonable accommodations for individuals with disabilities.