What are the responsibilities and job description for the Private Client Group Strategic Projects Analyst position at Janney Montgomery Scott LLC?
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
The PCG Strategic Projects Analyst is a strategic, cross-functional role that ensures the seamless execution and continuous improvement of the operational, reporting, and analytical functions that support advisor growth, retention, and day-to-day administration. Acting as a central connector between the Director of Recruiting, Director of Administration, and Director of Practice Management, this role streamlines workflows, centralizes data reporting, and helps shape the infrastructure that delivers an exceptional experience to advisors, PCG employees, and PCG Leadership.
Reporting directly to the Director of Advisor Experience & Strategy, this position blends the analytical rigor of a business analyst, the organizational savvy of an operations leader, and the forward-thinking perspective of a chief of staff. The ideal candidate thrives in a fast-paced, collaborative environment, is adept at both detailed execution and big-picture thinking, and can translate data insights into actionable strategies.
What You’ll Do
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
The PCG Strategic Projects Analyst is a strategic, cross-functional role that ensures the seamless execution and continuous improvement of the operational, reporting, and analytical functions that support advisor growth, retention, and day-to-day administration. Acting as a central connector between the Director of Recruiting, Director of Administration, and Director of Practice Management, this role streamlines workflows, centralizes data reporting, and helps shape the infrastructure that delivers an exceptional experience to advisors, PCG employees, and PCG Leadership.
Reporting directly to the Director of Advisor Experience & Strategy, this position blends the analytical rigor of a business analyst, the organizational savvy of an operations leader, and the forward-thinking perspective of a chief of staff. The ideal candidate thrives in a fast-paced, collaborative environment, is adept at both detailed execution and big-picture thinking, and can translate data insights into actionable strategies.
What You’ll Do
- Data & Reporting Ownership – Build and maintain centralized business reporting dashboards; gather, clean, and analyze data to deliver actionable insights to leadership.
- Strategic Analysis – Support the evaluation of advisor teaming, succession, recruiting, and retention initiatives through financial modeling and performance metrics.
- Centralize & Streamline Processes – Partner across the department to standardize workflows, eliminate inefficiencies, and ensure consistent execution across Advisor Recruiting and Transition, Administration, and Practice Management functions.
- Cross-Functional Collaboration – Serve as a flexible resource or consultant for strategic initiatives and special projects without a dedicated owner, ensuring progress and accountability.
- Project & Initiative Coordination – Track the progress of key strategic projects and recommend process improvements based on results.
- Peak Period Planning – Manage timelines and deliverables during cyclical high-volume periods (e.g., quarterly or year-end initiatives
- Bachelor’s degree preferred, or equivalent relevant experience.
- 5 years in operations, business analysis, or chief of staff–style roles (financial services experience preferred).
- Advanced Excel and data visualization skills (pivot tables, charts, dashboard creation; Power BI/Tableau a plus).
- Strong project management capabilities; ability to coordinate multiple priorities and deadlines.
- Excellent communication and relationship-building skills across all organizational levels.
- Process-driven mindset with proven ability to identify and implement efficiency improvements.
- Comfortable working in a hybrid model (3 days/week in the Philadelphia office).
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.