Analyst - Business Management (Remote) ($28.79 - $43.18 / Hour)

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, Hiring Company is the place for you!

Excited to learn more? If so, then this could be the role for you!

Hiring Company (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

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

• Define and monitor Objectives and Key Results (OKRs)
• 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
• Prepare internal and external data sets, reports and benchmark data using a range of available sources
• Reduce overall risk for the product by recognizing areas of exposure and recommending and implementing controls to mitigate them
• Triage, analyze, and resolve service issues and service recoveries
• Use data to identify trends and opportunities to make platform and process improvements and reduce operational risk

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.

Requirements

• 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
• 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

Preferences

• Project & Process management experience preferred.
• Bachelor’s Degree in relevant field preferred
• Strong communication skills and proven ability to discuss and present ideas to colleagues and business partners to influence decision making
• Outstanding analytical, conceptual thinking, and problem-solving capabilities including synthesizing findings and developing practical and realistic recommendations
• FINRA Series 7, 63, 65 (or 66) preferred

Pay Range

$28.79-$43.18/hour

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!

Why LPL?

At LPL, we believe that obj