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Sr. Business/System Analyst

Location: San Diego, California

Other Locations: CA-Remote

Job ID: R-027063

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Overview

LPL is an entrepreneurial, transformative financial services company, driving growth and exciting possibilities for our clients, their customers, and our own people. This is where you can dream up new ideas for financial services, deliver solutions on modern platforms, and leverage digital-first technologies – all as we become a cloud-based technology organization. Join us and discover everything you can touch with the nation’s largest independent broker-dealer firm and a Fortune 500 company.

  • Full Time
  • Level: Senior Professional

Success Profile

What makes a good Tech Professional at LPL Financial? Check out the traits we’re looking for to see if you have the right mix.

  • Communicator
  • Proactive
  • Self-starter
  • Collaborative
  • Curious
  • Team player

Hear From Our Tech Team

anthony verriello smiling

Hear From Our Tech Team

We are as obsessed with our employee experience as we are passionate about the success of our customers and work hard to ensure an inclusive and entrepreneurial environment where our people can innovate and thrive.

Tony

SVP, Technology

Hear From Our Tech Team

rashmi prakash Smiling

Hear From Our Tech Team

We’re a Fortune 500 company that is also the largest independent broker dealer in the country. With LPL, you have the opportunity to join the organization at the beginning of our technology transformation journey to a cloud-based organization.

Rashmi

Distinguished Architect

Hear From Our Tech Team

kirk windisch smiling

Hear From Our Tech Team

LPL is a growing company with a healthy balance sheet that is heavily investing in its technology. Our company culture is collaborative, humble and supportive, and our entrepreneurial spirit helps drive us toward innovative solutions that exceed the expectations of our customers.

Kirk

SVP, Product Platform Development

Hear From Our Tech Team

megan perry smiling

Hear From Our Tech Team

Technology is best when it brings people together. LPL takes care of our employees because we know the best talent, when encouraged to be creative, produce real solutions that deliver the highest value to our advisors and their investors. Your voice matters.

Megan

SVP, Planning and Portfolio Management

Our Culture

Collaborative. Welcoming. Entrepreneurial. Mission-driven.

We’ve created an amazing environment at LPL, but we’re not done yet. Join us on an exciting transformation as we embrace our inner-fintech and define the future of wealth management technology.

Learn more
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Benefits

  • Maternity & Paternity Leave

  • 401(k) & ESPP

  • Professional Development

  • Flexibility

  • Health & Wellness Programs

  • Agile Environment and Collaboration

Job Description

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Responsibilities

Job ID R-027063 Date posted 01/13/2023

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!

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:

Joining as a Senior Analyst, Enterprise data and Information Services team, which is within the Technology business unit, you will be responsible gathering requirements, managing product backlogs and assisting customers with meeting their technology needs. The position will perform data mapping and query analysis to assist with report development and maintenance. This position will also involve team coordination around design, development and release activities.

The candidate should be capable of developing a vision for high quality products and have the drive to ensure that the vision and success criteria are met.

Responsibilities:

  • Gather requirements from users; document analysis using business process descriptions, use cases, scenarios, business analysis, task and workflow analysis

  • Schedule and lead requirements and design discussions with customers of all levels throughout the company including executives

  • Innovate on out of the box solution that leverages the holistic knowledge of variety of use cases.

  • Collaborate with developers and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs

  • Perform query and reporting analysis; document data sources and mappings to support reporting and other data requirements

  • Be a liaison between the application development team, other technology teams and project and relationship managers

  • Manage and ensure requirements are met through the entire SDLC process by participating in design discussions, QA, UAT and deployment

  • Translate business requirements into a solution and analyze tradeoffs between effort and return on value. Socialize these tradeoffs with the project team and stakeholders

  • Ensure requirements and test cases have appropriate sign offs and solutions are effective. Actively work to resolve issues users when requirements clarification is needed or to facilitate sign off on test cases

What are we looking for?

We want strong collaboratorswho 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:

  • Bachelor’s degree preferable in Computer Science or related field, business administration or equivalent work experience.

  • 5+ years years of experience functioning as a business analyst within a mid to large organization 

  • 5+ years years experience with requirements gathering and management in Agile and Waterfall project approaches. 

  • 5+ years of experience with SQL queries, report writing and presenting findings

  • Working knowledge of TFS, QC, Aha! and other project management tools

  • 5+ years of experience using JIRA

  • Demonstrated understanding of data structures, data modelling, database schema is required.   

Core Competencies:

  • Expert written and oral communication skills, strong interpersonal skills, and the ability to interact professionally with a diverse groups, executives, managers, and subject matter experts.

  • Detail oriented and critical thinker. -Competency

  • Experience in non-functional requirements gathering, traceability and UAT coordination and support.     Competency

  • Demonstrable facilitation and leadership skills in requirements solicitation and review (user interviews) –Competency. Is it a necessary bullet?

  • Successfully engage in multiple initiatives simultaneously.  Must be comfortable in rapidly changing and sometimes ambiguous work situations. 

  • Keen attention to detail and complex problem solving abilities from operational and technical perspective.  

Preferences:

  • Knowledge of XML and web application concepts.

  • Knowledge of enterprise integration tools, ETL and ELT. 

  • Experience in Agile development methodology/Scrum is preferred 

  • Experience with Financial Industry is strongly preferred.

#LI-Remote

#LI-SA

Pay Range:

$85,600-$128,400/year

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.

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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