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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@lpl.com.
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Senior UX Research Analyst

Job ID: R-012045 Date posted: 02/25/2021 Primary Location CA-San Diego Other Locations SC-Fort Mill , CA-Remote

Do you have at least 4 years of analysis experience and some prior experience doing user experience (UX) research?

Are you passionate about making customers happy, simplifying, and removing the friction in processes?

Are you solutions-oriented, persuasive, humble, confident, and curious with a growth mindset?

If so, please read on and apply!

Job Overview:

The Investor Experience team at LPL Financial is seeking a Senior UX Research Analyst to join our UX team. This individual will work with product managers, product designers, and developers to bring innovative solutions to the hands of our advisors.

What will you do?

UX Research

  • Drive user-centered designs; translate user and business needs and technical capabilities into dynamic and innovative products that provide the best possible user experience.
  • Collaborate with other researchers through different stages of the product lifecycle; planning and running usability studies, field visits, analyzing research reports, interviewing customers, conducting heuristic evaluations, and performing low to high fidelity usability tests
  • Execute research test plans, create workflows, user task analysis, personas, process maps, empathy maps, and journey maps
  • Synthesize qualitative data and consolidate feedback from multiple sources

UX Operations

  • Take ownership of advisor & investor recruitment for our research studies
  • Identify tools, update technology, and document operational processes

Pilot & Community Management

  • Help run pilots and manage advisor communities
  • Advisor outreach and feedback aggregation to highlight insights for our pilots

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 can execute in a way that encourages creativity and continuous improvement.

What skills, experiences, and education are required? 

  • Bachelor's degree required; preferred majors: Cognitive Science, Human-Computer Interaction, Human Factors, or any other with relevant experience
  • Minimum of 4 years’ analysis experience and some prior UX research experience is required
  • Strong time management, analytical, and critical thinking skills required
  • Preferred - Prior experience using different user testing techniques such as remote testing, in lab testing, automated online testing, A/B Testing, card sorting, and guerrilla usability testing

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 @lpl.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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