About Allworth Financial
Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.
Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.
Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.
SUMMARY:
The Operational Reporting Manager strengthens Allworth's operational reporting and insight capability, partnering with senior leaders to turn data into clearer, more actionable views of the business. This role focuses heavily on operational reporting, including areas such as marketing funnel performance and new business pipeline, building the reporting and analysis that helps leaders understand what's happening and why.
The role also supports business partnering across a range of operational areas, working with senior stakeholders to identify reporting gaps, prioritize new development, and deliver ongoing insight. This includes periodic exposure to leadership- and ELT-level discussions on operational results. The role is expected to grow into a people-manager position as the team's reporting and partnering scope expands.
This is a full-time Exempt location. Ideal candidate will be able to work hybrid work schedule in our Addison office.
Key ResponsibilitiesOperational Reporting
- Build and continuously improve operational reporting that gives leadership a clear, accurate view of the business — with particular focus on funnel performance and new business pipeline.
- Identify trends, anomalies, and drivers within operational data, and package findings into insight leadership can act on, not just raw metrics.
- Maintain a strong working knowledge of the underlying business processes behind the numbers to ensure reporting reflects how the business actually operates.
Business Partnering
- Partner with senior leaders across a range of operational areas — potentially including marketing, sales, practice management, and financial services — to understand their reporting and insight needs.
- Translate open business questions into reporting requirements and prioritize development accordingly.
- Represent the analytics function in ongoing conversations with business stakeholders, with the specific mix of relationships expected to evolve over time.
Leadership Reporting & Collaboration
- Prepare and deliver leadership-facing reporting, including periodic involvement in ELT-level discussions on operational results.
- Help identify data issues or open questions that need to be addressed before results are shared with senior leadership.
Platform Utilization
- Work as a power user of the existing star-schema data model, ThoughtSpot, and the Analytics Hub to self-serve reporting and analysis.
- Route requests that require new liveboards, data model changes, or platform development to the appropriate A&I engineering owner rather than building independently.
Team Leadership (Future State)
- Initially an individual contributor role; expected to build and lead a small team as reporting and business-partnering scope grows.
- Partner with the VP, Analytics & Insights on the timing and shape of that team as scope is proven out.
Required
- 7+ years of experience in data, analytics, or reporting roles, including direct business partnering with senior stakeholders.
- Experience working within financial services, wealth management, or a related finance function.
- Strong track record of translating business questions into reporting requirements and clear, decision-ready insight.
- Strong written and verbal communication skills, with experience presenting analysis to senior leadership.
- Demonstrated ability to manage multiple stakeholder relationships across different business functions concurrently.
Preferred
- Experience with Tableau, ThoughtSpot, and/or Power BI.
- Experience with marketing funnel or sales pipeline reporting specifically.
- Prior experience building or leading a small analytics or reporting team, or clear readiness to grow into that responsibility.
BENEFITS
We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy
- Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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Skills Required
- 7+ years of experience in data, analytics, or reporting roles
- Direct business partnering experience with senior stakeholders
- Experience within financial services, wealth management, or a related finance function
- Experience translating business questions into reporting requirements and decision-ready insights
- Strong written and verbal communication skills
- Experience presenting analysis to senior leadership
- Ability to manage multiple stakeholder relationships across different business functions
- Experience with Tableau, ThoughtSpot, and/or Power BI
- Experience with marketing funnel or sales pipeline reporting
- Experience building or leading a small analytics or reporting team, or readiness to grow into that responsibility
Allworth Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Allworth Financial and has not been reviewed or approved by Allworth Financial.
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Healthcare Strength — Medical, dental, and vision coverage is clearly defined with named carriers and plan types, plus optional supplemental benefits. Tax-advantaged options (HSA with an employer contribution and FSAs) add practical healthcare flexibility.
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Retirement Support — Retirement support is positioned as a meaningful part of the package through “generous 401(k) contributions” and an employer match being referenced. This indicates a structured retirement benefit that can materially add to total rewards for eligible employees.
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Leave & Time Off Breadth — Time-off benefits include flexible/unlimited PTO for exempt staff and a defined PTO allotment for non-exempt staff, alongside a set slate of paid holidays. This provides multiple pathways for paid time away, though eligibility depends on role classification.
Allworth Financial Insights
What We Do
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
