Strategic Engagement Analyst

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.

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 is a hybrid role located in Dallas, TX.