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Commission Data Aggregation Jobs in Florida (NOW HIRING)

Raymondjames

Paraplanner

Saint Petersburg, FL · Hybrid

External Accounts and Data Aggregation system. * Portfolio Management applications. * Contact ... or commissions. This position is eligible for a benefits package that may include medical, dental ...

BNY Mellon

Senior Vice President, Credit Risk

Lake Mary, FL · On-site

$143K - $190K/yr

Building automation tools to extract and aggregate data, and streamline risk reporting production ... commission earnings, discretionary bonuses, short and long-term incentive packages, and Company ...

BNY

Senior Vice President, Credit Risk

Lake Mary, FL · On-site

$143K - $190K/yr

Building automation tools to extract and aggregate data, and streamline risk reporting production ... commission earnings, discretionary bonuses, short and long-term incentive packages, and Company ...

BNY

Senior Vice President, Credit Risk

Lake Mary, FL · On-site +1

$143K - $190K/yr

Building automation tools to extract and aggregate data, and streamline risk reporting production ... commission earnings, discretionary bonuses, short and long-term incentive packages, and Company ...

BNY

Vice President, Full-Stack Engineer

Lake Mary, FL

$80K/yr

... including data modeling, query optimization, aggregation pipelines, and stored procedures ... commission earnings, discretionary bonuses, short and long-term incentive packages, and Company ...

All JobsCommission Data Aggregation JobsCommission Data Aggregation Jobs in Florida

Commission Data Aggregation information

What is the difference between Commission Data Aggregation vs Commission Analyst?

AspectCommission Data AggregationCommission Analyst
Primary RoleCollecting, consolidating, and managing commission data from various sourcesAnalyzing commission data to assess performance and optimize payout strategies
Skills RequiredData management, database tools, attention to detailData analysis, reporting, financial modeling
Work EnvironmentData teams, finance departments, remote or office-basedFinance, sales, or compensation teams in corporate settings

Commission Data Aggregation focuses on gathering and organizing commission data, while a Commission Analyst interprets this data to inform business decisions. Both roles require strong analytical skills, but their core functions differ: one manages data collection, the other analyzes data for strategic insights.

What is Commission Data Aggregation?

Commission Data Aggregation is the process of collecting, organizing, and consolidating commission-related information from multiple sources into a centralized system. This allows companies to accurately calculate, track, and report commissions owed to sales representatives, brokers, or partners. The process often involves integrating data from sales platforms, CRM systems, and financial records to ensure transparency and accuracy. Effective commission data aggregation helps prevent errors, streamlines payment processes, and improves overall financial management.

What are some common challenges faced in a Commission Data Aggregation role, and how can they be effectively managed?

Professionals in Commission Data Aggregation often encounter challenges related to handling complex and disparate data sources, ensuring data accuracy, and meeting tight reporting deadlines. To effectively manage these challenges, it's important to maintain robust data validation processes, stay organized with clear documentation, and communicate closely with sales, finance, and IT teams. Leveraging automation tools and staying updated on best practices in data management can also help streamline workflows and reduce manual errors, making the aggregation process more efficient and reliable.

What are the key skills and qualifications needed to thrive in Commission Data Aggregation, and why are they important?

To succeed in Commission Data Aggregation, you need strong analytical skills, attention to detail, and proficiency with data management, typically supported by a background in finance, business, or data analytics. Familiarity with tools such as Microsoft Excel, SQL databases, and commission management systems like Xactly or SAP Commissions is common. Excellent organizational skills, effective communication, and problem-solving abilities help professionals excel in this role. These capabilities ensure accurate and timely aggregation of commission data, which is crucial for payroll integrity and business performance.
What are the most commonly searched types of Data Aggregation jobs in Florida? The most popular types of Data Aggregation jobs in Florida are:
What cities in Florida are hiring for Commission Data Aggregation jobs? Cities in Florida with the most Commission Data Aggregation job openings:
Commission Data Aggregation jobs near you
Paraplanner

Paraplanner

Raymond James Financial, Inc.

Saint Petersburg, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

Job Description Summary
Job Description
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training, or certification to build GPM plans for Financial Advisors. While doing so, serve as a resource to Financial Advisors and their assistants regarding overall financial planning strategies. Some of the strategies may include but are not limited to Social Security, healthcare planning, retirement income planning, long-term care, life insurance and risk management, tax planning, estate planning, etc. Resolves or recommends solutions to complex problems. Deliver superior client service through accuracy, timeliness, and consistency.
Essential Duties and Responsibilities
  • The primary responsibility of this position is to build GPM plans on behalf of Financial Advisors.
  • Enter client data into financial planning software MoneyGuidePro (GPM).
  • Analyze financial data to construct comprehensive financial plans.
  • Areas of planning include Social Security, healthcare, retirement and income analysis, long-term care, life insurance and risk management, tax planning, and estate planning.
  • Demonstrate an understanding of personal and business financial planning concepts and stay informed of tax law changes and financial planning developments.
  • May respond to Financial Advisor questions by telephone, email, and occasional personal visits.
  • Takes ownership of and independently handles the resolution of escalated issues and complex problems.
  • Stay abreast of, and comply with, company and department policies and procedures.
  • Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities
Knowledge of
  • Understanding of personal financial planning concepts.
  • Familiarity with financial planning software including MoneyGuidePro (GPM).
  • Strong communication and presentation skills.
  • Securities products including equities, fixed income, annuities, and options.
  • Various investment and retirement accounts.
  • External Accounts and Data Aggregation system.
  • Portfolio Management applications.
  • Contact Management applications.
  • Proprietary broker and financial planning applications.
  • Concepts, practices, and procedures in supporting computer hardware and software.
  • Software installation and removal.
  • Computer maintenance, backup, and restoration procedures.
  • Data networks and protocols.

Skill in
  • Operating personal computers, peripheral equipment, and telecommunication devices.
  • Using operating system administration and diagnostic tools to troubleshoot and resolve technical problems.
  • Using software to remote control end user computers.
  • Learning and applying new information skills and processes quickly and providing comprehensive and objective analysis.
  • Organization and attention to detail sufficient to prioritize multiple tasks while working in a fast-paced dynamically changing environment.
  • Microsoft Office applications sufficient to produce documents, spreadsheets, and email.
  • Operating standard office equipment and using required software applications, sufficient to provide basic troubleshooting.

Ability to
  • Establish and maintain effective working relationships.
  • Handle stressful situations and provide a high level of customer service in a calm, courteous and professional manner.
  • Apply critical thinking to quickly ascertain true nature of problems and clearly communicate resolutions in a non-technical manner.
  • Work well and support others in a team approach to problem solving as well as work independently when required.
  • Communicate effectively, both orally and in writing, with all organizational levels.
  • Manage multiple tasks with changing priorities to meet deadlines in a fast-paced environment with constant interruptions.
  • Read, interpret, and apply information from technical manuals and other materials.
  • Exhibit initiative and self-direction when performing tasks.
  • Provide a high level of customer service at all times.

Education/Previous Experience
  • Bachelor's Degree from a four-year college or university, with one (1) to two (2) years of relevant experience in the financial field.
  • OR ~
  • Any equivalent combination of experience, education, and/or training.

Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • Obtain licensing required to come under the RJA and RJFSA registered investment advisor.

Education
Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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