Are you a team player with a growth mindset? Are you interested in working on meaningful projects? Do you like thinking outside the box, embracing ambiguity and learning new skills to find the right answers? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
The Senior Analyst, Data Analytics will play a key role in developing actionable insights and recommendations that enable timely and effective operational and strategic decision-making. This individual will partner closely with key leaders and operational staff in the business to define key metrics, set up reporting, track key data, perform ad hoc analyses to answer critical business questions, help assess profitability, and build models to forecast and track trends. The successful candidate will be an excellent communicator, self-motivated, comfortable with ambiguity and working independently, able to focus on details while thinking strategically, and an excellent problem solver.
This role will sit within the Business and Wealth Solutions organization, focused on offering a variety of services and programs designed to help advisors run extraordinary businesses by enhancing their relationships and meeting the holistic needs of their clients. This team is an emerging space with opportunity for tremendous growth, innovation, and impact: imagine the creativity and influence you could have in the start-up stage of a new service, while having the support of the time-proven culture, infrastructure, and resources at LPL.
Responsibilities:
- Partner with internal customers to align analytical approaches with business requirements. Apply creativity and initiative to create new and improve existing solutions to achieve these requirements and answer business questions.
- Apply industry best practices to identify data-driven trends, patterns, opportunities, and risks.
- Summarize, communicate, and present key insights to business stakeholders, leverage data visualization to support storytelling for various areas of the business, such as sales, capacity/resourcing, profitability, customer satisfaction, and quality.
- Establish reporting for key metrics and data framework, tracking trends and forecasting key metrics, including creation and management of Tableau dashboards and data flows.
- Interface with tech development team to ensure necessary data is captured in new digital tools.
- Leverage data from various sources to establish automated operational and up-line reporting.
- Perform ad hoc analyses to answer critical business questions.
- Develop consultative and trusted relationships with business stakeholders to solve problems and foster a culture of data-driven decision making.
What are we looking for?
We want strong collaborators seeking to make an impact. We are looking for people who thrive in a growth environment, are critical thinkers, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
- Bachelor's degree, preferred major in Finance, Economics, Statistics or related discipline.
- Demonstrated skill directly supporting a business with analytics or in finance; 2+ years experience required.
- Excel and Tableau expertise.
- Proficient working with relational databases and gathering data from distributed technologies and cloud-based platforms (e.g., AWS).
- Exceptional critical thinking and problem solving skills that enable establishing and evolving the analytics framework for new services.
- Skilled communicator in meetings and via PowerPoint.
- Self-starter, who is organized and attentive to detail in order to successfully juggle multiple priorities.
Preferences:
- Financial services domain knowledge.
- Financial modeling experience.
Pay Range:
$90,680-$136,020/year. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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