Avp, Data Analytics

Are you a data-driven professional with a passion for solving complex problems in operations? Do you want to join a newly formed team focused on partnering with business stakeholders to transform their businesses? 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 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. 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 Financial is currently seeking an experienced AVP, 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

• 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 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 are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

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

• Data & Business Analytics: 9+ years

• Tableau: 5+ years

Core Competencies:

• Expertise with Tableau

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

• 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:

• LSS Green Belt or LSS Black Belt

• Management experience

Pay Range:

$93,520-$140,280/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.

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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.