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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
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AVP, Data Analytics

Job ID: R-022286 Date posted: 03/31/2022 Primary Location SC-Fort Mill Other Locations CA-Remote , CA-San Diego

Are you analytical with a strategic entrepreneurial mindset? Are you interested in promoting an environment of innovation, rooted in data analysis and digital capabilities? Do you have 5+ years of data and consumer insights experience, including the creation of data visualizations in Tableau, dashboards, and PowerPoint?

Excited to learn more? If so, then this could be the role 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 18,000 financial advisors, 800 institution-based investment programs and 450 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 Business Model Solutions team in LPL’s Business Development group owns the firms business models for how LPL partners with financial advisors and financial institutions to support their wealth management businesses.  The AVP, Data Analytics role will work with leaders across our advisor and institution business models to analyze and report on how LPL’s business models are performing, delivering insights that inform business model specific strategies. 

What you will do:

We are looking for a Data Analyst whose role will be to provide reporting and analytics to support strategies, performing data analytics working directly with data sources and teams across technology, sales and business development to surface insights. 

  • Develop and maintain reporting on business model specific performance
  • Seek to automate and constantly improve internal processes for tracking and reporting on: financial metrics, product usage, asset distribution, adoption of technology, etc.
  • Work directly with our product and technology teams to drive reporting automation initiatives
  • Run point on reporting across the entire business segment
  • Publish and communicate results, ensuring timely, accurate reports are delivered to Senior Leaders with digestible insights to inform the business
  • Understand how sales information is interrelated based on the underlying data model

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.

Qualifications:

  • Bachelor’s degree in Computer Science, Statistics, Mathematics, Engineering, Economics or related field
  • 5+ years’ experience in a data analytics function (Financial Services / Wealth Management industry experience a plus)
  • Experience leveraging business intelligence and data visualization tools (e.g. Tableau) for insight synthesis and presentation, to increase clarity for both LPL and our partners.
  • Strong proficiency with big data technologies (e.g. SQL, Spark, Python)
  • Experience working with Data Infrastructure/Engineering, Data Science and sales teams to ensure consistent data availability, data quality, and data accessibility
  • Experience with Salesforce-specific data modelling concepts (not required, but definitely a plus)
  • Highly analytical with strong communication skills and a proven track record performing data-rich analysis, translating complex analytics that can be understood by business users.
  • Demonstrated ability to take on projects with a sense of ownership and entrepreneurial approach.
  • Flexible mindset and ability to adapt quickly to new demands and challenges (able to deal with ambiguous situations, frequent change, or unexpected events)

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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously.  Learn more here!

Want to see info on our benefits?  Learn more here.

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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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 (800) 877-7210.

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