Sr. AnalystApply Job ID: R-014911 Date posted: 06/29/2021 Primary Location CA-San Diego Other Locations SC-Fort Mill , CA-Remote
The Sr. Analyst, Business Transitions will support the development and oversight of processes and tools that drive efficiency across M&A activities within Business Transitions. This individual will gather and use data insights to help drive related business decisions for M&A and special projects within Business Transitions at all levels. The right candidate will be adept at answering business questions with data, developing models that serves business needs, and driving organizational changes using carefully derived methodology.
Strong communication, analytical, strategic thinking and problem-solving skills are needed, along with the ability to be flexible, effectively prioritize and multi-task. The ability to work within a team, take initiative and show strong attention to detail is also a requirement.
Job Description and Responsibilities Include But Are Not Limited To:
Develop and maintain retention and onboarding reporting; provide expert level consulting to identify and support Business Transition’s reporting and data needs. Develop, own and optimize reports (e.g. Scorecards, Dashboards, etc.) to drive meaningful business results
Lead the interpretation of data to identify significant differences, relationships, and trends in data as well as opportunities to leverage data across the firm to streamline the transition process for advisors and institutions during M&A projects
Identify key data sources—extract data from various databases including Salesforce.com, Oracle, Box, and third party platforms ensuring the right data points are being used. Understand the different sources and how their data can be used for different applications, including due diligence, recruiter activity, performance management, advisor transition and account conversion
Manipulate and analyze large datasets using features of multiple tools
Advance the use of complex analytical techniques and statistical thinking across Business Transitions
Summarize written findings, publicize results, and participate and share with senior leadership as appropriate
Work with the sales enablement and recruiting teams to develop goals and objectives for retention effectiveness
The ideal candidate will possess:
Bachelor’s degree in Business, Economics, Finance or similar preferred
Advanced level skills with Excel, PowerPoint and Tableau
Problem solving skills that enable efficient identification of issues, structuring and execution of analysis, development of actionable recommendations and implantation of those recommendations
Ability to present complex information in a clear and concise way; strong analytical skills coupled with strong verbal and written communication
Ability to manage multiple initiatives at once in a fast-paced, entrepreneurial environment
Natural curiosity and grace under pressure
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.