Skip Navigation
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
Search LPL Jobs

Search LPL Jobs

View All Current Opportunities at LPL Financial

VP, Advanced Analytics

Job ID: R-022160 Date posted: 05/12/2022 Primary Location SC-Fort Mill

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 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

We are currently looking to hire a VP, Advanced Analytics within the Data and Analytics (DnA) department, which is a part of LPL’s CARE organization. This role requires data analytics and business management capabilities to support the firm and the CARE Analytics head. The VP will be responsible with working with all levels of staff in the various divisions of LPL Financial. This position requires excellent data, communication and writing skills, and the ability to quickly develop a working knowledge of the CARE organization. The ability to effectively interact with all levels of staff including senior and executive management, as well as experience working within a wealth management environment; ideally with a finance or business management background is preferred.


  • Set strategy for newly organized advanced analytics team supporting the business  and CARE organization
    • Create an advanced analytical center of excellence for LPL call center information
    • Set individual and team goals for performance and output capabilities
    • Communicate a team vision supporting both LPL and CARE initiatives
  • Partner with customers to accurately assess needs, recommending new products, services, or approaches to meet analytic requirements as needed.
  • Develop team members to meet data analytics needs including:
    • Analyze data for trends or patterns Identify issues that need to be addressed
    • Determine what types of data are needed; collect new or missing information
    • Communicate with all levels regarding overall analysis results
    • Conduct research using analytical tools such as statistical software, predictive analysis software, visualization software, etc.
  •  Partner with other analytics teams to ensure business goals are met
    • Develop strategies for improving customer service based on analytics
    • Work closely with Customer Contact Analytics team and Mission Control to create recommendations for business actions based on trends or patterns
  • Work closely with Technology to ensure required data is available, business tools are effectively used and up-to-date.
  • Manage a governance process for business historical information and procedural changes in established analysis
  • Create and implement a governance process around the development and maintenance of reports, databases, dashboards, etc.
  • Act as liaison between Technology department and business data requirements

Core Competencies:

  • Strategic vision to develop a team that supports data driven decisions
  • Bachelor’s Degree in Operations Research, Industrial Engineering, Mathematics, Analysis, or equivalent work experience
  • Excellent verbal and written communication skills
  • Model servant leadership for the team
  • Statistical Analysis, Hypothesis Testing, Model Development and Exploratory Analysis
  • SQL, Python, R, Tableau (or other scripting language)
  • Excellent analytics capabilities, decision making and problem solving skills
  • Team player who can effectively balance multiple projects and other responsibilities


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 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.

Sign Up for LPL's Talent Community

If you’d like to receive recruiter outreach, news and information from LPL Financial, as well as details on current opportunities that match your preferences and interests, please sign up below.

Area(s) of InterestSelect a job category from the list of options. Search for a location and select one from the list of suggestions. Finally, click “Add” to create your job alert.

  • Sales and Marketing, Fort Mill, South Carolina, United StatesRemove