Job Details

Overview

The Senior Analyst will support project and task assignments to assist the Supervision Enablement Team in delivering business results for the Supervision organization. They will regularly exercise excellent business judgment to support high visibility projects. This is a great opportunity for a self-starter looking to support projects and grow in their ability to plan, design, and execute strategic initiatives.

Responsibilities

• Assume responsibility of projects & tasks while advancing skills in execution, project management, and process improvement
• Optimize processes by conducting stakeholder interviews to compile needs assessment, identify requirements, and support solution design
• Conduct data validation and process testing exercises, identifying defects and proposing solutions or workarounds
• Work cross-functionally to deliver and implement more efficient workflows by combining backend data sources in Alteryx
• Research and resolve unknowns independently by leveraging resources and navigating the organization to obtain information and achieve objectives
• Mentor more junior analysts by providing guidance on technical skills, problem-solving, and potential next steps
• Drive continuous improvement by proposing ways to leverage data aggregation tools, automated workflows, or AI to streamline the team's ability to operate and execute on initiatives

What we're 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 or equivalent industry experience
• 5+ years of experience in the financial services industry
• Advanced knowledge of Excel and proficiency in Alteryx or similar reporting/workflow building tools
• Strong analytical, problem-solving, and critical thinking skills

Core Competencies

• High attention to detail and excellent business judgment with a successful track record for working independently
• Resourceful problem solver able to adapt to changing priorities
• Ability to multi-task and work well under pressure with commitment to deliver under tight deadlines
• Desire to learn and grow as well as help others learn and grow
• Excellent written and verbal communication skills with ability to present information in varying levels of detail

Preferred

• Knowledge of Supervision; securities licenses a plus (7, 66/63)
• Experience replacing manual workflows by aggregating data to create automated or more efficient solutions

Pay

Base pay range: $75,525.00/yr - $125,875.00/yr. Actual base salary varies based on factors including but not limited to relevant skill, prior experience, education, internal peers' base salaries, demonstrated performance, and geographic location. LPL Total Rewards package is designed to support success at work, at home, and at play (e.g., 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more). Your recruiter can 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. They support over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets for about 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring advisors and institutions have the flexibility to choose their business model, services, and technology resources. LPL is committed to helping advisors manage client relationships and to taking care of them so they can take care of their clients.

For more information, please visit www.lpl.com.

Join LPL

At LPL Financial, we believe that everyone deserves objective financial guidance. As a leading independent broker-dealer, we offer an integrated platform of technology, brokerage, and investment advisory services. This role is based in San Diego, CA.

Why LPL?

• Innovative environment with opportunities for growth
• Limitless career potential
• Unified mission to support advisors and clients
• Impactful work with a right-sized organization
• Commitment to equality and diversity
• Community focus and comprehensive benefits

Application reminders: Referrals increase interview chances. EOE. Information on interviews: LPL communicates from an @lplfinancial.com email address and will not request payment or banking details. For questions, contact the HR Solutions Center at 855-###-####.

Additional details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Business Development and Sales

Location note: San Diego, CA. This role posts with related Senior Analyst opportunities in the area.