Teaming & Succession Analyst & Program Administrator

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 Teaming & Succession Analyst and Program Administrator plays a critical role in supporting the operational efficiency, accuracy, and continuous improvement of all Teaming and Succession workflows—ensuring exceptional experiences for advisors, teams, and clients.
Reporting to the Director of Business Development and Teaming within Janney’s Practice Management team, this individual will manage the day-to-day administration of Teaming and Succession programs, including reviewing, revising, and processing operational documents and applications.
This role is also central to modernizing and streamlining our operations—helping consolidate data from multiple spreadsheets into a single, reliable system of record and contributing to the automation of manual workflows. The ideal candidate is highly detail-oriented, analytical, and process-minded, with strong Excel skills and experience supporting operational or data-driven projects in a professional or financial services environment.
This position experiences peak activity in December, March, June, and September.

What You’re Good At:

• Operational Execution – Skilled at reviewing, processing, and managing documentation and workflows with precision and timeliness.
• Project Management – Able to plan, track, and manage multiple priorities and projects across stakeholders.
• Process Improvement – Thinks critically about how to streamline operations and contributes to continuous improvement and system enhancements.
• Data Analysis – Advanced proficiency in Excel; confident working with data sets to identify patterns, trends, and insights that support financial modeling and decision-making.
• Time Management – Skilled at balancing shifting priorities and meeting deadlines, especially during quarterly peak periods.
• Cross-Functional Communication – Collaborates effectively with advisors, managers, and internal stakeholders to ensure alignment and clarity.

Responsibilities:

• Serve as the primary point of contact for the Teaming & Succession program, managing a dedicated Outlook inbox and related technology components.
• Support the end-to-end implementation of teaming and succession agreements—from initial intake through final execution.
• Analyze and consolidate data from multiple spreadsheets into structured, accurate datasets that support reporting and decision-making.
• Prepare financial models and deal worksheets for advisor successions, including capital analysis.
• Collaborate with stakeholders across Practice Management, Branch Leadership, Legal, Commissions, Registration, Marketing, and Regional Admins to deliver a seamless advisor experience.
• Identify and propose process improvements and automation opportunities to enhance efficiency and reduce manual work.
• Assist in the design, testing, and rollout of digital tools and automated workflows that modernize current operations.
• Support system migration efforts by validating, cleaning, and reconciling data from legacy sources.
• Maintain accurate and up-to-date records of all active Teaming and Succession engagements.
• Prepare summaries, dashboards, and reports to support strategic decision-making and executive presentations.
• Troubleshoot and resolve issues as they arise related to program operations and documentation.

Key Competencies:

• Project Management: Experience coordinating cross-functional projects, tracking deliverables, and managing timelines using tools such as Smartsheet, Asana, or Microsoft Project.
• Data Management: Skilled at cleaning, standardizing, and consolidating data from multiple sources into a single, structured source of truth.
• Process Automation: Familiarity with workflow automation tools such as Power Automate, Salesforce, or Smartsheet, and an interest in leveraging technology to simplify manual processes.
• Analytical Thinking: Ability to translate raw data into clear, actionable insights for leadership.
• Change Management: Comfortable guiding users through new processes, tools, and technology transitions.

Success in This Role Looks Like:

• You create reliable, well-structured data sets that serve as the foundation for strategic business insights.
• You improve and document workflows, helping the program operate more efficiently each quarter.
• You are seen as a dependable project partner who communicates proactively and problem-solves independently.
• You consistently deliver accurate, organized work under tight deadlines.

What You Have:

• Bachelor’s degree preferred or equivalent professional experience.
• Minimum 2 years of experience in operations, project coordination, or project management within a professional services setting (financial services experience a plus).
• Advanced Excel skills, including data cleaning, pivot tables, formulas (VLOOKUP/XLOOKUP, IF, SUMIFS), and charting; Power Query or basic VBA/macros a plus.
• Strong attention to detail, process orientation, and critical thinking skills.
• Experience working with or supporting technology-driven projects.
• Excellent written and verbal communication skills.
• Ability to thrive in a hybrid work environment.

Tools You Might Use:
Microsoft Excel • Power BI • SharePoint • Smartsheet • Salesforce • Power Automate • Microsoft Teams
Why work for us?
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.