Are you solution-oriented and passionate about delivering results?
Excited to learn more? If so, then this could be the role 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.
LPL Financial is currently seeking an experienced Sr Analyst of Reporting & Analytics with exceptional communication, analytical, and leadership skills. The candidate must have experience with mining Big Data, finding patterns, insights, anomalies, and communicating those findings in concise, clear, and easy-to-understand formats that the leadership team can use to formulate action plans. You will assist in the development of recommendations by synthesizing data from multiple sources and developing reports where needed to drive strategic and business insights. In this position, you will strategize with the team to identify solutions with a focus on product improvement, operational automation, and the improvement of advisor experience via action-oriented intelligence.
Partner with business owners to meet analytic needs including, but not limited to:
Analyze calls to identify business or operational patterns that need to be addressed
Determine what call drivers causing advisor dissatisfaction and repeat calls
Communicate results to onshore team members
Ensure that quality and efficiency standards are maintained
Create and manage reports & dashboards in reporting systems (Tableau and Speech Analytics platform)
Partner with internal customers to accurately assess requirements of data requests to ensure analytic approach meets requirements needed.
Create new and improve existing analytic approaches to solve business questions in a creative way
Develop reporting, verbal and written communications summarizing key findings; Interpret data, summarize information and present findings.
Point out patterns, divergence from patterns; identify opportunity and risk based on data sets
Work with all levels on management with the appropriate level of detail to solve problems
Leverage data visualization to assist in telling the story for various areas of the business; mine and analyze data sets to help stakeholders develop action plans and / or draw conclusions.
Support peers and stakeholders as a Subject Matter Expert (SME) through analysis of results.
Improve current processes or find efficiencies by applying industry best practices as an experienced Business Analyst.
Mentor junior analysts/offshore team to build overall capabilities of team
Partner with business stakeholders to ensure the accuracy of all metrics published in dashboards and reports.
Conduct regular audits to ensure that all the metrics show the same results across reports.
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.
Data & Business Analytics: 7-10 years
Tableau: 3 -5 years
LSS Green Belt or LSS Black Belt
Bachelor's degree in Statistics or related STEM field required
Comfortable with using SQL, Tableau, Python, and R
Proficient with database concepts and able to write queries from scratch
Experience with Nexidia, Verint Speech Analytics, or similar speech software
Excellent data-gathering, analytical and problem-solving skills
Preferred major in Computer Science, Finance, Statistics, MIS
$91,000-$136,500/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.
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.