Sr. Commissions Analyst

About Gladstone Wealth Partners

Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $20 billion in total assets under management. As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. Gladstone is based in Boca Raton, Florida and hosts most operations functions in Bedminster, NJ; and is a proud member of the Integrity Family of Companies.

Primary Responsibilities:

• Supports Financial Consultants via phone and shared commissions inbox
• Generate set-ups for correct ID payout structures. Provide the calculated payout set-ups to the broker/dealer for onboarding individuals associated with Gladstone
• Review submitted set-ups against commission statements to ensure proper set-up and processing
• Reconcile and update databases with monthly LPL Registrations file
• Assist with pre and post-onboarding phone calls with Financial Consultants and Program executives.
• Review semi-monthly commission runs for charged expenses, as needed
• Submit General Adjustments for expense corrections, override corrections, etc.
• Serve as escalation point for issues with LPL commissions & Representatives
• Maintain the company Database for master tables
• Create assigned monthly management reports
• Development and preparation of reporting for tracking recruitment goals for review
• Create ad hoc reports as needed, around commission received and paid
• Assist other departments with commissions-related questions / issues when necessary.

Primary Skills & Requirements (Minimum of 8 years of experience demonstrating the following):

• Strong communication and interpersonal skills, both written and verbal. Able to effectively present to and communicate with management and other team members.
• Superior customer service and attention to detail.
• Proactive, dependable, hardworking and flexible.
• Demonstrate commitment to accuracy and quality while meeting goals or deadlines.
• Ability to prioritize workload and perform multiple tasks.
• Self-directed and able to work within a team to expedite completion of critical projects with other functional groups.
• Ability to work well in a fast-paced, deadline-driven setting.
• Strong administrative, organizational and project management skills.
• Ability to negotiate with clients and partners while maintaining positive relationships.
• Excellent document interpretation and analytical skills.
• Maintain the highest level of professionalism and confidentiality.
• The ability to problem solve commission related issues and work with the appropriate departments and personnel to solve
• Microsoft Office (Access and Excel) required, LPL Clientworks experience strongly preferred

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.