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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
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AVP, Business Analyst

Job ID: R-017447 Date posted: 09/15/2021 Primary Location CA-San Diego Other Locations SC-Fort Mill

LPL Financial is looking for an AVP Business Analyst for the Execution Center of Excellence team to represent the needs and voice of business stakeholders on large technology initiatives. The individual in this role will be responsible for gaining a deep subject matter expertise in business processes, building strong business relationships with stakeholders, and collaborating on solutions to optimize business outcomes. The ideal candidate will have experience in agile and waterfall methodologies.

The AVP Business Analyst will have the responsibility to:

  • Drive requirements gathering across multiple departments and perspectives for complex technology initiatives; draft user stories, prioritize backlog

  • Conduct critical analysis and synthesis finding, including current state and root cause analysis, process improvement recommendations

  • Identify downstream impacts; highly aware of risk issues; works with business partners to mitigate.

  • Effectively collaborate with Business, Technology and Vendor Partners at all levels

  • Prepare clear and concise documentation

  • Challenge status quo, offer alternative viewpoints to understand the business need and discover the correct requirement.

  • Assist in UAT knowledge transfer and defect reviews.

  • Support product implementation, collaborate on rollout strategy and facilitate user onboarding

  • Actively participate in trouble shooting

  • Provide direction and mentorship for junior business analysts

  • Perform product owner and project manager duties as needed


  • Highly adaptable team player; comfortable with fast paced, changing environment and ambiguity.

  • Experience working on project or agile teams

  • Understanding of business analysis concepts, project management methodologies, and agile frameworks

  • Demonstrates critical thinking and analytical skills to maximize problem solving.

  • Ability to work closely with others to understand complex subject matter and technologies.

  • Inquisitive mindset; asks probing questions and challenges current ideals in pursuit of opportunities to improve process/procedures.

  • Excellent verbal and written communication skills.

  • Ability to organize self and others to drive outcomes and meet deadlines.

  • Some customer service experience desired; Financial Services or Banking experience is preferred.

  • Experienced with the MS Office, JIRA, MS Dynamics.  

  • Four-year college degree preferred, analytic discipline a plus

  • Professional certifications such as SEI, POPM, CBAP, PMI-PBA and Lean Six Sigma Green belt a plus

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.

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