Job ID R-027831Date posted 01/25/2023Primary Location MA-RemoteOther Locations CA-Remote , CA-San Diego
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 AVP, Advanced Analytics within the Operations Strategy and Transformation department, which is a part of LPL’s CARE organization. This highly visible position resides within LPL’s Voice of Customer Team, within the Care Organization. You will combine your knowledge of client experience with advanced analytics to help LPL to delight our clients. The key insights you produce will inform the direction of business units and the broader firm to create an experience you can’t get anywhere else in the wealth management industry.
You will leverage advanced analytics, algorithms and models to analyze and improve operations, influence firm-wide roadmaps to serve advisors even better, help shape and strengthen LPL’s data foundation, and leverage your strength in advanced analysis to help further optimize our operations. The core of this work will be analysis of LPL's self-sevice data within Adobe, together with other operational service data, product usage, customer satisfaction and financial data. You will drive change and develop analytical acumen across the organization by aligning stakeholders across business unit functions across the firm. This qualified professional will have a strong analytics background and a working knowledge of financial services and the customer experience space. Strong collaboration and presentation skills are required as you’ll work closely with other functions in the company to drive positive change. Exceptional organization, working as part of a larger management team, and the ability to independently drive work and continuous improvement is vital.
Prioritize client experience needs to inform firm-wide efforts to delight advisors and their clients with industry-leading experiences.
Experience with Adobe analytics and analyzing web-based traffic data
Educate business unit groups on high-leverage opportunities to improve their functional contribution toward a delightful client experience.
Combine client experience data with operational, usage, and financial data to fuel positive changes in support of LPL’s mission.
Expand LPL’s use of modern methods, tools, and best practices in the implementation of the Net Promoter System.
Drive firm-wide collaboration and alignment to better serve LPL’s clients and end investors.
Deliver high quality, high impact executive communications and analysis to LPL executives to inform decision making, strategy and execution across the firm.
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.
Bachelor’s Degree in Operations Research, Industrial Engineering, Mathematics, Analysis, or equivalent work experience ( 5+ years)
Statistical Analysis, Hypothesis Testing, Model Development and Exploratory Analysis ( 5+ years)
Experience creating Executive Level presentations to convey a meaningful data story.
Excellent analytics capabilities, decision making and problem solving skills
Team player who can effectively balance multiple projects and other responsibilities
Model servant leadership for the team
Excellent verbal and written communication skills
SQL, Python, R, Tableau (or other scripting language)
$93,520-$140,280/yearThe 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.