Unitas Wealth Management
Unitas Wealth Management offers customized financial solutions related to income strategies, retirement, asset and legacy planning services.
- Open roles
- 353
Company signals
Score: 55Job facts
- Location
- Remote · Syracuse, New York, United States of America
- Workplace
- Remote
Last verified live 1 day, 2 hours ago · checked directly on the company's Oracle Taleo
More roles at Unitas Wealth Management
- Wealth Management Associate - MD, Baltimore , Columbia (4008) · UNITED STATES-MD
- Reinsurance Administration Lead · UNITED STATES-NY-Syracuse
- Branch Operations Manager · UNITED STATES-OH-Cincinnati
- Wealth Management Associate - Retirement Benefits Group - MN, Minneapolis (4072) · UNITED STATES-MN-Minneapolis
- Financial Professional-Retirement Benefits Group - IL, Oak Brook (5224) · UNITED STATES-IL-Oak brook
- Wealth Management Associate - Retirement Benefits Group - MI, Troy (3855) · UNITED STATES-MI-Troy
Senior Business Systems Technical Analyst (HYBRID OR REMOTE)
at Unitas Wealth Management
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
Equitable is looking for a Senior Business Systems Technical Analyst to join our Wealth Management Compensation team. This role is responsible for analyzing business needs, supporting critical compensation and administrative systems, managing technical projects, and delivering reporting and process improvements across operational workflows. The ideal candidate brings experience with the GDC compensation system, established SQL and project management capabilities, intermediate Power BI skills, and the ability to build interim technical solutions using Python and other coding methodologies.
What You’ll Be Doing
-
Perform business analysis to identify process gaps, system issues, and opportunities for operational improvement.
-
Support and maintain administrative systems that process through the Monaco system, ensuring continuity for critical business operations.
-
Provide subject matter expertise in the GDC compensation system to support business processes, troubleshooting, reporting, and enhancements.
-
Write and optimize SQL queries to extract, analyze, and validate data for operational and reporting needs.
-
Manage technical and cross-functional projects from requirements gathering through implementation, testing, and post-launch support.
-
Design, develop, and maintain reports and reporting solutions to meet business and operational requirements.
-
Create and maintain Power BI dashboards and visualizations to support decision-making and performance monitoring.
-
Develop interim process solutions using Python, Power BI, and other coding methodologies to address business needs and improve efficiency.
-
Partner with business and technical teams to document requirements, track deliverables, and support process standardization.
-
Monitor system and reporting performance, resolve issues, and recommend enhancements to improve reliability and usability.
This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.
The base salary range for this position is $91,000 - $120,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program