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!
The Senior Analyst must be an analytical, highly-motivated problem-solver who is able to move fluidly between details while staying attuned to the macro vision of the Growth Solutions Team. The primary responsibilities of this role will include ICP processing, sales analysis and project management. Cross functional collaboration between the various Growth Solutions and LSG stakeholders is key. In addition, this role will contribute to time-sensitive and ad-hoc projects and materials requests, as well as play a key role in process standardization and simplification, sales operations management.
Provide sales analytics and reporting support
Analyze existing and future state business processes, systems and flows of data to identify and drive optimization opportunities for Salesforce
Provide functional leadership and best practice insights.
Work with business stakeholders to understand processes, prioritize needs, and translate requirements into system solutions.
Document business processes, requirements, and solution designs
Work with training team and change management resources to support training needs
Support delivery of our Incentive Compensation Plan and serve as point of contact and collaborator between the VP of Business Management, Sales Leadership, and Finance.
Assist in the development of compensation committee materials (5x/year).
Adhoc incentive compensation related requests as needed
Analyze current processes to recommend improvements for efficiencies and/or centralization.
Manage special projects such as process improvements, data analysis/compilation, presentations, report building, etc.
Develop and present project status updates
Drive cross-functional change efforts throughout Growth Solutions on behalf of the VP of Business Management and Chief of Staff
Develop materials and power point presentations
Proficient in MS Excel and Power Point
Proficient in Salesforce
Working knowledge of data processing and visualization tools such as Altryx, Tableau, and SQL
Strong written and verbal communication skills
Ability to effectively interface with all levels of the organization
Strong attention to detail
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
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 (800) 877-7210.