Job ID R-026489Date posted 10/28/2022Primary Location USA-Remote
Are you a team player with a growth mindset? 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.
This role requires data analytics capabilities and an understanding of business management to support the CLR Organization and the Chief of Staff. The senior analyst will serve as part of an existing team and will be tasked with working with all levels of staff in the various divisions within the CLR organization.
This positions requires excellent data mining and visualization skills. The ability to take complex projects or ideas and simply explain them to data consumers so they can make data-driven decisions that further advance their business units. The ability to effectively interact with all levels of staff including senior and executive management is crucial.
Partner with customers to accurately assess needs, recommending new products, services, or approaches to meet analytic requirements as needed
Develop reporting, verbal and written communications summarizing key findings; Interpret data, summarize information and present findings
Mentor team members to meet reporting and analytics needs including:
Leveraging Tableau, Oracle, Power BI and other analytical tools, identify trends or patterns to uncover issues that need to be addressed
Communicate with all levels regarding overall analysis results
Conduct research using analytical tools including visualization and statistical tools
Perform at a high standard where quality, accuracy, innovation and effectiveness are top priorities
Partner with other analytics teams to ensure business goals are met
Work closely with the Workforce Management and Service leaders to create recommendations for business actions based on trends or patterns
Create and manage reports & dashboards in reporting systems
Create new and improve existing analytic approaches to solve business questions in a creative way
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
Partner with business units to automate data collection for monthly reporting
3-5 years previous experience in analytics/data analysis
Bachelor’s Degree in Data Analytics, Statistics, MIS, Finance or equivalent work experience
Excellent analytics capabilities, decision making and problem solving skills.
Team player who is comfortable working in a dynamic and fast-paced environment with minimal supervision
Excellent presentation skills
Highly proficient with using SQL, Tableau and Python
Highly proficient with database concepts and is able to write queries from scratch
Highly proficient with MS Excel including pivot tables and complex logic-based formulas
Highly proficient with Alteryx, Tableu Prep or other ETL tools
Previous experience with Microsoft Sharepoint
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.