Are you interested in working in meaningful projects?? 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!
Do you have a passion for building scalable and efficient data pipelines to drive real business outcomes? Do you enjoy applying data modeling techniques to solve challenging analytics problems?
Would you like to be part of a growing, high-functioning team, with training/mentorship opportunities and career growth potential?
Have you spent the last 3+ years learning an organization’s data ecosystem and using Python, R, or other scripting language to quickly assess and assemble scalable datasets to support a given analysis?
Excited to learn more? 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.
The Sr. Analyst will contribute to and lead a number of strategic initiatives across LPL through the entire product engagement lifecycle (Empathize, Define, Prototype, Test, and Implement). Examples of initiatives this role will support include creating scalable datasets to size markets for new products, innovating ways to leverage LPL’s data as a strategic asset, and building new data & analytics solutions for advisors and partners.
Leverage data to create insights and analyses to solve complex business problems for stakeholders across LPL, including but not limited to customer segmentation, data visualization (dashboards), lead generation and prioritization, and next-best action.
Communicate and coordinate across various Data & Analytics functions, such as Data Science, Data Strategy and Governance, and Digital Analytics, to ensure Data & Analytics brand is consistent and receives diverse feedback on work product.
Create data pipelines to feed business intelligence and data visualization tools such as Tableau. This will require creating complex query logic to merge multiple sets of segregated data.
Develop deep analysis and understanding on how advisor behavior and marketplace events impact advisor growth and associated product sales
Conduct ad-hoc analyses as appropriate to support priority business projects; Respond in a timely manner to ad hoc questions from executives
Please note: Additional responsibilities or duties may be assigned to you as needed or determined
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 Decision Information Science, Engineering, Mathematics, Finance, Economics, or related discipline
At least 3 years of related work experience in an advanced analytics or business intelligence role supporting sales, finance, marketing, or operations
Experience with a programming or scripting languages (e.g. Python, R)
Experience working with relational databases (e.g., SQL Server, Oracle), distributed technologies (e.g., Hadoop, Spark) and cloud-based platforms (e.g., AWS, Azure).
Experience with visualization tools (e.g., Tableau, PowerBI)
Exceptional problem solving skills that enable efficient identification of issues, development of hypotheses, and the execution of robust quantitative analyses to answer business questions
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!
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.