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Sr. Process Analyst

Job ID: R-022046 Date posted: 07/22/2022 Primary Location USA-Remote

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 Sr. Process Analyst to join the Business Reinvention organization. The candidate should have excellent communication and analytical skills to interface with business to develop futuristic operating models. Position requires established skills in process analysis, process improvement, activity and task mining and general analytics to make data driven decisions.


  • Collaborate with business teams to understand the current process, policies and procedures.

  • Perform journey mapping and develop the transformed state

  • Develop the current state and to-be state process model [L1 till L4]

  • Collaborate with Business Architect to develop the futuristic operating model for business.

  • Develop and present business case for process improvement and optimization.

  • Discover and refine requirements to develop user stories for improvement solutions.

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.


  • Bachelor's degree required in Computer Science, Finance, Statistics, MIS

  • 10+ years of experience in Business Analysis and Solution design

  • 3+ years of experience in Process Modeling/Mining & Business Case Development

  • 3+ years of experience in Finance Domain, preferably Broker/Dealer

  • 2+ years of experience with Process Transformation Intelligent Automation

Core Competencies:

  • Proficient in journey mapping and developing to-be state.

  • Proficient in Process Modeling, Process Analysis and User Story Development.

  • Highly proficient with MS Office Products, especially Excel and Visio.

  • Experience in a fast moving, entrepreneurial environment.

  • Ability to identify key business metrics and market environment to develop compelling transformation scenarios.

  • Familiarity with analytically data driven approaches and applying LSS principles to solve questions around complexity and process simplification in an innovative way

  • Be a change agent to help business move towards digital transformation.


  • Preferred experience with tools such as Miro, Jira, LeanKit, Smartsheets, Confluence, Aha!, Workfusion, Cloud, Tableau, SKAN

  • Ability to deliver key insights with interpretation and recommendation, contributes to the development of hypotheses and present to management team

  • Ability to leverage data visualization and infographics to develop reports and present them as needed.

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 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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