Advisor Performance Measurement

What You Will Do

• Lead AGA/CGA benchmarking surveys and performance analysis, translating results into actionable insights that drive operational excellence across GDS.
• Develop and deliver performance reporting, including advanced scorecards and dashboards, in collaboration with stakeholders and leadership to align with business objectives.
• Oversee regulatory reporting and Service Quality Requirements to ensure compliance, accuracy, and timely submission.
• Partner with stakeholders to gather, validate, and communicate data, while streamlining reporting processes and establishing a single source of truth.
• Implement and maintain strong data governance practices, ensuring standardized, reliable, and centralized performance data.
• Collaborate with the Performance Reporting team and business leaders to enhance reporting tools, define KPIs, and drive continuous improvement initiatives.
• Provide analytical insights and stra...