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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 LPLFinancialHiring@lplfinancial.com.
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Sr. Analyst, Data & Analytics

Job ID: R-013489 Date posted: 04/13/2021 Primary Location CA-San Diego

Do you have a passion for applying analytics to tell stories with data while driving real business outcomes? Do you enjoy applying various visualization and data modeling techniques to modernize and improve processes in an organization? Would you like to be part of a growing, high-functioning team, with 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, then this could be the role for you! 

The Sr. Analyst, Data & Analytics will be a member of the Applied Analytics & Business Intelligence capability within LPL’s Enterprise Data & Analytics team. The Data & Analytics team is an entrepreneurial, high-performing team leading the enterprise’s utilization of data as a strategic asset while ensuring strong data quality and governance.

The Sr. Analyst partners with team members across the Data & Analytics capabilities (Data Science, Applied Analytics & Business Intelligence, Digital Analytics, and Data Strategy & Governance) to enable LPL execution and measurement of strategic initiatives.

The Sr. Analyst will play a key role in communicating data driven insights, data storytelling, determining the scope of projects, and ideating solutions for complex business problemsExamples 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.

What will you do?

  • 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 and manage reports & dashboards with tools such as Tableau and Python. 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 does success look like in the first 90 days?

Actively contributing ideas to enhance data analysis and automation, while obtaining an in-depth knowledge of LPL’s data ecosystem, tools, and processes.

What are we looking for?

We want strong collaborators with a technical background 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.

What skills, experiences, and education are required?

  • 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 such as Hadoop, Spark and Cloud based platforms like AWS.

  • Experience with visualization tools (Tableau, PowerBI)

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.

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 @lpl.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.

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