Senior Advisory Operations Analyst

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. What We Offer You! We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement. Job Summary This position will support the daily operations and compliance programs of GuideStone Advisors, an SEC registered investment advisor, and its affiliated broker/dealer. The focus will be on supporting and enabling GuideStone Advisors to continue to rapidly grow and expand our service offerings to faith-focused investors. What You'll Do Trade execution and portfolio management Client onboarding, implementation, and maintenance Client reporting Billing Support the GSA Investment Committee Document the Committee’s decisions. Implement the Committee’s decisions with the help of the GSA Operations team. Support GSA Compliance Assist in the overall administration of the advisor and broker/dealer compliance programs. Assist in forensic testing and documenting registered rep and firm compliance with securities laws. Assist with registration of new adviser and registered rep employees. Assist with monitoring compliance systems and performing other compliance tasks as assigned Identify process improvements and continually gain efficiencies. Design, analyze and provide relevant operational reporting to management. Support the team of advisors with complex trade execution and establishment of investment strategies for our clients. What You'll Need Bachelor’s degree in Finance or related field. 5 years in advisory or broker/dealer operations Knowledge and overall understanding of the securities industry, compliance rules and regulations, risks and product suitability Possession of or ability to obtain FINRA securities registrations, preferred Highly competent with Microsoft Office Suite (especially Excel). Familiarity with Orion Advisor Technology or other back-office advisor technology. Familiarity with Schwab Advisor Services or other RIA custodial platforms. Knowledge of FINRA Web CRD/IARD, MyComplianceOffice, Smarsh a plus Familiarity with variety of investments, particularly mutual funds, separately managed accounts and private alternatives. Strong analytical skills and decision-making ability. Strong written and oral communication skills. Strong attention to details. Demonstrated strong work ethic with the ability to set priorities, meet deadlines and handle multiple projects in a rapidly changing environment. #LI-hybrid #LI-AB1 Who We Are GuideStone is a diversified Christian financial services provider, offering retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas. GuideStone is one of the historic boards of the Southern Baptist Convention. GuideStone’s religious convictions are a reflection of our commitment to observe and practice the teachings of Scripture. Our employment is guided by the Basic Beliefs of the Southern Baptist Convention: The Southern Baptist Convention has a rich history of publicly declaring religious convictions common to Southern Baptist churches and ministry organizations cooperating together to share the gospel with a lost and dying world. These basic beliefs may be viewed at http://bfm.sbc.net/bfm2000/ and serve as the foundation for GuideStone’s employment policies and procedures. What We Offer: Flexible work schedules Community outreach Generous benefits package Tuition reimbursement Learn more about what we offer at https://www.guidestone.org/About-Us/Careers/Benefits