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Analyst - Business Management
Company | LPL Financial |
Address | New York, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-08-12 |
Posted at | 10 months ago |
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!
- Reduce overall risk for the product by recognizing areas of exposure and recommending and implementing controls to mitigate them
- Prepare internal and external data sets, reports and benchmark data using a range of available sources
- 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
- Use data to identify trends and opportunities to make platform and process improvements and reduce operational risk
- Triage, analyze, and resolve service issues and service recoveries
- Define and monitor Objectives and Key Results (OKRs)
- Experience with CRM, workflow and data visualization systems such as Salesforce, Tableau, G-Suite/Smart-Sheet
- Knowledge of client segment, organization, product, industry and end customer
- 3-5 years’ experience in financial services preferable in sales and/or client service/relationship management
- 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.
- Demonstrated knowledge of RIA products and services
- FINRA Series 7, 63, 65 (or 66) preferred
- Strong communication skills and proven ability to discuss and present ideas to colleagues and business partners to influence decision making
- Project & Process management experience preferred.
- Outstanding analytical, conceptual thinking, and problem-solving capabilities including synthesizing findings and developing practical and realistic recommendations
- Bachelor’s Degree in relevant field preferred
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