Analyst, Business Management

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!

Job Overview:

Responsible for executing existing processes and performing data analysis to identify trends and opportunities to make platform and process improvements and reduce operational risk. Your ability to work with complex data sets using multiple software applications, creative problem solving, teamwork and technical skills will help you excel at this position. The role blends expertise in process management along with data and analytics and a passion for delivering results in order to advocate for your team-mates and our clients.
 

Responsibilities:

• Use data to identify trends and opportunities to make platform and process improvements and reduce operational risk

• Define and monitor Objectives and Key Results (OKRs)

• Prepare internal and external data sets, reports and benchmark data using a range of available sources

• Triage, analyze, and resolve service issues and service recoveries

• Work with squads and production support functions to drive root cause analysis and mitigate issues across a range of topics.

• Collaborate with technology and business teams to deliver high-quality solutions for business problems

• Reduce overall risk for the product by recognizing areas of exposure and recommending and implementing controls to mitigate them

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.
Passionate about the strategic use of data to drive business results

Requirements:

• Bachelor’s Degree in relevant field preferred

• 3-5 years’ experience in financial services preferable in sales and/or client service/relationship management 

Core Competencies:

• Outstanding analytical, conceptual thinking, and problem-solving capabilities including synthesizing findings and developing practical and realistic recommendations

• Strong communication skills and proven ability to discuss and present ideas to colleagues and business partners to influence decision making

• Strong project management skills with ability to take ownership of a business issue, lead triage and resolution discussions with a sense of urgency, communicate client and participant impact to Legal, Risk, Compliance and appropriate business partners and see resolution of issue through to completion

• Experience building visualizations to drive strategic business decision making, and empower teams with self-service analytics

• Expertise with enforcing and documenting existing processes, along with identifying new ones to improve efficiency.

• Experience with CRM, workflow and data visualization systems such as Salesforce, Tableau, G-Suite/Smart-Sheet, and Power BI

• Ability to identify trends and opportunities allowing the team to make platform improvements and reduce operational risk

• Flexibility to manage multiple projects and reprioritize in a fast-paced environment

• Self-motivated, able to take initiative and achieve strong results in an environment where collaboration is required

Preferences:

• FINRA Series 7, 63, 65 (or 66)

• Knowledge of client segment, organization, product, industry and end customer

• Demonstrated knowledge of RIA products and services

• Ability to effectively analyze situations, applying solutions to achieve resolution

• Ability to identify and balance the needs of multiple stakeholders

• Project & Process management experience preferred

#LI-PA 

Pay Range:

$77,000.00 - $128,300.00
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 (855) 575-6947.

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