Are you a team player with a growth mindset? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? 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 of Operational Analytics will support several organizations within LPL, with the primary focus in supporting Insurance. This role will be essential in driving behavioral change through data-driven insights within both organizations. In this role, you’ll develop a well-rounded understanding of business health, operations, and profitability, connecting the dots to communicate key insights to leadership. While reporting is a key component of this role, you’ll also liaise with other business partners and leaders, fostering a shared culture of performance management and accountability.
Responsibilities:
Business health reporting and deliverables: tracking & forecasting key business metrics, connecting back to business objectives and identifying opportunities/risks, producing both internal and external deliverables.
Operational data: organize, manage, and provide data essential to business operations including the design of metrics for insurance carriers, support sales teams in identifying outcomes of success, support services teams via producing survey metrics, and create delivery workflows for sharing key insights throughout the firm.
Data storytelling: extract and tailor insights for various leadership audiences, communicating clearly through reports, visualizations, and presentations.
Project management: take ownership of assigned analytics scope, working through ambiguity and collaborating cross-functionally to find value-added solutions and drive work to completion.
Contribute to a results-driven organization: by supporting various forums for internal metric review and alignment, resulting in a shared culture that has the right data and insights to make actionable decisions.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
Bachelor’s degree in Analytics, Finance, Economics, Business, or related discipline.
3+ years of experience in analytics; financial services knowledge a plus.
Basic SQL to fetch data and basic Python to transform/analyze large datasets.
1+ year leveraging PowerPoint for storytelling and executive reporting purposes.
Preferences:
Demonstrated ability to influence peers and other business partners through collaboration.
Strong business reasoning and strategic thinking: able to extract key insights from data and connecting them back to the big picture.
Experience organizing data and creating visualizations; building interactive dashboards with Tableau is a plus.
Experience working with CRM data; Salesforce is a plus.
Pay Range: $66,100.00 - $110,100.00. 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's 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.
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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