Senior Analyst Jobs

Are you a team player? Are you curious to learn? 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.

:

The Senior Analyst role will assist in the collection and consolidation of required information and data related to offshore operations. The analysts must also conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities. The role of the business analyst is also to capture, consolidate, and communicate the information from the Subject Matter Experts (SME’s) to the rest of the team. The business analyst is a critical link between the SME’s providing the business requirements and the rest of the team trying to construct the solution. As part of the analyst role, the ideal candidate must have a strategic thought process that applies critical thinking. In addition, this role requires excellent verbal communication skills as they will be interacting with key stakeholders both onshore at the AVP plus level as well as offshore vendor counterparts across multiple vendors and locations.

Responsibilities:

• Evaluate possible solutions to business issues in ongoing partnership with LPL and vendor delivery teams
• Assist in the collection and consolidation of required information/data
• Conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities
• Accountable for ensuring project documents are complete, current, and stored appropriately
• Participate in business process engineering projects with the aim of continually improving the efficiency of the business
• Effectively communicate relevant project information to the LPL Offshore Operations Team, deliver engaging informative and well-organized presentations, resolve and/or escalate issues in a timely manner
• Develop internal and external meeting objectives and agendas
• As part of the program team, the analyst will work closely with the business units to understand staffing needs based on forecasting/trend Analysis, needs/requirements analysis, and quantitative analysis.
• Primarily interacts with internal peers and management as well as senior management. Interaction with Operations, Compliance and Legal teams. Will also interact externally with offshore vendors staff and management.

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, and team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor's Degree

Core Competencies:

• Excellent oral & written communication skills.
• Identify inconsistencies within data, missing data fields, proposing solutions
• Data management; ‘slicing and dicing’ data to support business reporting
• Travel: Approximately < 10%
• Team-oriented, pro-active, well-organized and able to work in a time critical environment.
• Convert analysis to audience specific presentations (high level to extremely detailed)
• Attention to detail, and ability to follow specific instructions.
• Ability to multitask with good time management skills
• Produce automated reporting
• Willing and able to work additional hours as needed.
• Strong Proficiency with MS Office Suite, Visio, SharePoint, MS Project

Preferences:

• 5 + years’ experience with Financial Services or banking focus

Pay Range:
$70,480-$105,720/year
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 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 @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.