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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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Business Analyst II

Job ID: R-018800 Date posted: 11/09/2021 Primary Location SC-Fort Mill

Business Analyst II

Are you a team player? Are you curious to learn? Are you interested in working in 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 19,000 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 objective 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. In addition, 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:

LPL Financial is seeking a Business Analyst II for the Technology Operation Planning & Support (TOPS) team.  TOPS serves as a centralized application escalation group for internal help desks, product/development and infrastructure operational teams.  The Business Analyst II teammate will support multiple brokerage applications as a member of this centralized application support team.  Business Analyst II, focus will be providing Tier 2/3 technology support that includes ticket management for all TOPS support groups, post-release system validation, production release coordination, and system monitoring across entire LPL application platform. Business Analyst II will be instrumental in gathering data facts and providing solutions to our technology support partners; with proactive and timely communications. Provide support for incident management, problem management (root cause analysis), and defect management. Employ troubleshooting skills in support of incident management team and working closely with technology support groups. 

Responsibilities:

  • Manage incident/problem/service requests delivery to correct TOPS support group
  • Execute production validation after weekend patching and major application release activities
  • Ensure team meeting service level agreements daily
  • Review post-production issues, analyze, and recommend solutions
  • Collaborate with problem management team to ensure problem tickets have complete root cause analysis and preventative actions defined
  • Occasionally “drop everything” and work to resolve production fire drills and regulatory inquiries by doing ad-hoc queries and problem solving
  • Good analytical skills and attention to detail
  • Demonstrate ability to create positive professional relationships across various technology groups.

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 and/or 2+ years of experience in application support and or an equivalent combination of education and work experience
  • Financial services/brokerage firm experience (Plus)
  • Technical help desk experience (Plus)
  • Project coordination (Plus)
  • Functional knowledge of Software Development Life Cycle (SDLC) process
  • Possess strong customer service skills

Core Competencies:

  • Cross collaborate with multiple teams like middleware, infrastructure and application development teams, in providing both short-term and long-term resolutions
  • Ability to influence others to adopt a new perspective and handle interpersonal issues with tact and diplomacy
  • Strong verbal and written communication skills with both technical and non-technical audiences, with a keen attention to detail
  • Ability to interpret internal and external business challenges and implement best practices to improve products, processes, or services
  • Capable of effectively organizing, prioritizing and executing tasks utilizing resources and tools
  • Ability to identify issue proactively rather reacting to a problem
  • Ability to create positive professional relationships across various technology groups.

Preferences:

  • Strong customer service background
  • Financial services/Wealth Management experience
  • Ticket Management System ( ServiceNow)
  • Application Performance Management (SolarWinds, Dynatrace, Alertsite)

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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