Where Ambition Meets Innovation 

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL Financial is currently seeking an experienced Analyst, Data Analytics with exceptional communication, analytical, and leadership skills. You will assist in the development of recommendations by synthesizing data from multiple sources and developing reports to drive strategic and business insights. In this position, you will collaborate with internal stakeholders to identify solutions with a focus on operational efficiency, automation opportunities, product improvement, and improvement of advisor experience via action-oriented intelligence.

Responsibilities:

• Create and manage Tableau dashboards and data flows to deliver business insights.

• Partner with internal customers to align analytical approaches with business requirements.  Apply creativity and initiative to create new and improve existing solutions to achieve these requirements and answer business questions

• Apply industry best practices to identify data-driven trends, patterns, opportunities, and risks

• Summarize, communicate, and present key insights to business stakeholders, leverage data visualization to support storytelling for various areas of the business

• Develop consultative and trusted-advisor relationships with all levels of management and business stakeholders to solve problems and foster a culture of data-driven decision making

• Track the impact of data-driven implementations and process improvements, ensure that solutions create value for the operation and/or advisors.

• Collaborate with business stakeholders and subject matter experts (SMEs) to ensure the accuracy of all metrics published in dashboards and reports.  Conduct regular audits to ensure consistency of metrics across reports

• Mentor junior analysts/offshore team to build overall capabilities of team

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor's degree required

• 3+ years experience Data & Business Analytics

• 2+ years experience Tableau and/or PowerBI

• Experience with data mining and analysis tools such as SQL, Alteryx, Python, and R

Core Competencies:

• Proficient with database concepts and able to write queries from scratch

• Highly proficient with MS Excel including pivot tables and complex logic-based formulas

• Excellent data gathering, analytical, critical thinking, and problem-solving skills

• Trusted to work independently with stakeholders at all levels; able to execute projects and tasks with minimal guidance and supervision

• Excellent oral and written communication skills; able to communicate information to senior executives for assisting them in making decisions

• Model servant leadership for the team

• Experience in a fast moving, entrepreneurial environment; handles pressure well

• Driven and curious, always seeking to improve, learn, and grow

Preferences:

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

#LI-EC

 

Pay Range:

$32.57-$54.29/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!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

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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