LPL Financial
Sr Data Analytics Specialist
LPL Financial, Columbia, South Carolina, United States,
Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills, and problem-solving?Do you like supporting clients by offering an extraordinary quality service experience?Are you excited to learn more? If so, then this could be the role 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.Job Overview:
LPL’s Admin Solutions is seeking a Sr Data Analytics Specialist whose primary role is to provide support to Admin Solutions on complex issues and project-related requests to enhance the service experience for financial advisors utilizing the Admin Solutions support model. Joining our team gives you the opportunity to work in a team environment and partner closely with Admin Solutions Service Consultants to:Solve challenging problems that will revolutionize our industryWork for a company that is a recognized leaderJoin a rapidly growing service within the FirmBe at the intersection of the fast-growing finance and technology spaceResponsibilities:
Subject matter expertise on SmartSheets; maintain and monitor effectiveness of SmartSheets utilized by multiple users across the business unitAssist in managing and reporting on Operations and Onboarding SLAsResearch complex situations and analyze service solutionsCreate trend reporting to ensure the Admin Solutions platform is operating as intended and identify variances immediately to address any issuesDemonstrate analytical thinking and creativity by continually examining and identifying opportunities for improvement within the Admin Solutions platformCommunicate with internal departments to ensure we meet our clients’ expectations for timely service deliveryRequirements:
5+ years operational and/or analytics experienceExperience using SmartSheetsPrevious, advanced experience with Excel (examples…pivot tables, VLookUp, etc.)Preferences:
Positive, customer-focused attitude and demeanor with a desire to provide outstanding serviceTableau experience (particularly with data visualization and report development) is strongly preferredProblem-solving skills & attributes; accurate with attention to detailExcellent communication skills, ability to handle multiple projects and deadlinesOutstanding interpersonal skills with the ability to build and foster relationshipsAbility to work independently to drive program forward with minimal oversightAbility to work with and communicate effectively to various levels throughout the organization through regular interaction with Senior and Executive Management across LPLPay Range:
$64,080-$96,120/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 – 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 (855) 575-6947.
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LPL’s Admin Solutions is seeking a Sr Data Analytics Specialist whose primary role is to provide support to Admin Solutions on complex issues and project-related requests to enhance the service experience for financial advisors utilizing the Admin Solutions support model. Joining our team gives you the opportunity to work in a team environment and partner closely with Admin Solutions Service Consultants to:Solve challenging problems that will revolutionize our industryWork for a company that is a recognized leaderJoin a rapidly growing service within the FirmBe at the intersection of the fast-growing finance and technology spaceResponsibilities:
Subject matter expertise on SmartSheets; maintain and monitor effectiveness of SmartSheets utilized by multiple users across the business unitAssist in managing and reporting on Operations and Onboarding SLAsResearch complex situations and analyze service solutionsCreate trend reporting to ensure the Admin Solutions platform is operating as intended and identify variances immediately to address any issuesDemonstrate analytical thinking and creativity by continually examining and identifying opportunities for improvement within the Admin Solutions platformCommunicate with internal departments to ensure we meet our clients’ expectations for timely service deliveryRequirements:
5+ years operational and/or analytics experienceExperience using SmartSheetsPrevious, advanced experience with Excel (examples…pivot tables, VLookUp, etc.)Preferences:
Positive, customer-focused attitude and demeanor with a desire to provide outstanding serviceTableau experience (particularly with data visualization and report development) is strongly preferredProblem-solving skills & attributes; accurate with attention to detailExcellent communication skills, ability to handle multiple projects and deadlinesOutstanding interpersonal skills with the ability to build and foster relationshipsAbility to work independently to drive program forward with minimal oversightAbility to work with and communicate effectively to various levels throughout the organization through regular interaction with Senior and Executive Management across LPLPay Range:
$64,080-$96,120/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 – 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 (855) 575-6947.
#J-18808-Ljbffr