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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. Business Analyst, Business Reinvention

Job ID: R-021412 Date posted: 03/30/2022 Primary Location CA-San Diego

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? 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!

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.

Job Overview:

LPL Financial is currently seeking an experienced Business Analyst to join the Business Reinvention organization. The candidate should have excellent communication and analytical skills to interface with business and develop innovative operating models.

Responsibilities:

  • Collaborate with business teams to understand the current process, policies and procedures.
  • Develop the current state and to-be state process model [L1 till L4]
  • Discover and refine requirements to develop user stories for automation solutions.
  • Identify key business metrics and market environment to develop compelling transformation scenarios.
  • Analytical data driven approaches and applying Lean Six Sigma principles to solve questions around complexity and process simplification in an innovative way
  • Leverage data visualization and infographics to develop reports and present them as needed.

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.

Requirements:

  • Min BS degree in finance, business, statistics, computer science.
  • Ability to elicit requirement and create user stories.
  • Develop detail business process models.
  • Highly proficient with MS Excel and Visio.
  • Sound problem solving and analytical skills.

Core Competencies:

  • Good verbal and written communication skills.
  • Methodical approach, attention to detail.
  • Creative thinking.
  • Collaborative working.
  • Experience in a fast paced environment.

Preferences:

  • Experience in capital market
  • Prior experience supporting Intelligent Automation
  • Experience using process & task mining software
  • Experience with tools such as Jira, LeanKit, Tableau, Smartsheets, Confluence, Tableau
  • Machine learning e.g. SageMaker

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 @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.

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