LPL Financial
Analyst - Strategic Accounts
LPL Financial, La Mesa, California, United States, 91942
Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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.Job Overview:
Responsible for performing data analysis to identify trends and opportunities to make platform and process improvements and reduce operational risk while executing existing operational processes and project management. Your ability to work with complex data sets using multiple software applications, creative problem solving, teamwork, operational excellence, experience in project management, and technical skills will help you excel at this position.Responsibilities:
Prepare internal and external data sets, reports, and benchmark data using a range of available sourcesUse data to identify trends and opportunities to make platform and process improvements and reduce operational riskProject planning, evaluating project performance while meeting project deadlinesReduce overall risk for the product by recognizing areas of exposure and recommending and implementing controls to mitigate themDefine and monitor Objectives and Key Results (OKRs)Triage, analyze, and resolve service issues and service recoveriesAlign with squads and production support functions to drive root cause analysis and mitigate issuesCollaborate with technology and business teams to deliver high-quality solutions for business problemsWhat 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 able to execute in a way that encourages creativity and continuous improvement.Required Qualifications:
3+ years’ experience utilizing Microsoft tools (Excel – specifically VLOOKUPs & pivot tables, PowerPoint, Word)3+ years’ experience in Project & Process management3+ years’ experience in financial services preferable in project management, client services, relationship management, or operations.Preferences:
SQL, Oracle, Tableau experience preferredStrong project management skills with the ability to take ownership of a business issue and lead discussions with urgencyDemonstrated knowledge of the wealth management industry and RIA products and servicesAbility to effectively analyze situations, applying solutions to achieve resolutionAbility to identify and balance the needs of multiple stakeholdersExperience with CRM, workflow, and data visualization systems such as Salesforce, Tableau, G-Suite/Smart-SheetStrong communication skills and proven ability to discuss and present ideas to influence decision makingExpertise with enforcing and documenting existing processes, along with identifying new ones to improve efficiencyFlexibility to manage multiple projects and reprioritize in a fast-paced environmentExperience building visualizations to drive strategic business decision making.Core Competencies:
Self-motivated, able to take initiative and achieve strong results in a collaborative environmentEnthusiastic about the strategic use of data to drive business resultsDemonstrated intellectual curiosity, initiative, and a passion for learning new skillsOutstanding analytical, conceptual thinking, and problem-solving capabilities.Pay Range:
$81,520-$122,280/yearActual 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.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.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.
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Responsible for performing data analysis to identify trends and opportunities to make platform and process improvements and reduce operational risk while executing existing operational processes and project management. Your ability to work with complex data sets using multiple software applications, creative problem solving, teamwork, operational excellence, experience in project management, and technical skills will help you excel at this position.Responsibilities:
Prepare internal and external data sets, reports, and benchmark data using a range of available sourcesUse data to identify trends and opportunities to make platform and process improvements and reduce operational riskProject planning, evaluating project performance while meeting project deadlinesReduce overall risk for the product by recognizing areas of exposure and recommending and implementing controls to mitigate themDefine and monitor Objectives and Key Results (OKRs)Triage, analyze, and resolve service issues and service recoveriesAlign with squads and production support functions to drive root cause analysis and mitigate issuesCollaborate with technology and business teams to deliver high-quality solutions for business problemsWhat 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 able to execute in a way that encourages creativity and continuous improvement.Required Qualifications:
3+ years’ experience utilizing Microsoft tools (Excel – specifically VLOOKUPs & pivot tables, PowerPoint, Word)3+ years’ experience in Project & Process management3+ years’ experience in financial services preferable in project management, client services, relationship management, or operations.Preferences:
SQL, Oracle, Tableau experience preferredStrong project management skills with the ability to take ownership of a business issue and lead discussions with urgencyDemonstrated knowledge of the wealth management industry and RIA products and servicesAbility to effectively analyze situations, applying solutions to achieve resolutionAbility to identify and balance the needs of multiple stakeholdersExperience with CRM, workflow, and data visualization systems such as Salesforce, Tableau, G-Suite/Smart-SheetStrong communication skills and proven ability to discuss and present ideas to influence decision makingExpertise with enforcing and documenting existing processes, along with identifying new ones to improve efficiencyFlexibility to manage multiple projects and reprioritize in a fast-paced environmentExperience building visualizations to drive strategic business decision making.Core Competencies:
Self-motivated, able to take initiative and achieve strong results in a collaborative environmentEnthusiastic about the strategic use of data to drive business resultsDemonstrated intellectual curiosity, initiative, and a passion for learning new skillsOutstanding analytical, conceptual thinking, and problem-solving capabilities.Pay Range:
$81,520-$122,280/yearActual 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.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.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.
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