Job description

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Client Analytics team within LPL's Client Success division is looking for a well-rounded Sr. Analyst- Advanced Analytics to help drive strategic business decisions through the production, analysis and reporting of key business drivers. The ideal candidate has sound judgement, the ability to recognize and communicate trends and insights, along with a strong understanding of data, data programming and automation concepts. The Client Analytics group resides within Client Success and plays an instrumental role in the analysis and reporting of business performance and KPI results, and in collaboration with various business units helps to support data driven decision making. This team is integrally involved in performance and operations analysis, development of various business metrics, including supporting relationship management initiatives, and forward trend analysis. Additionally, the group is responsible for reporting on the holistic reporting of client success operations metrics for the customer success pod initiative. Responsibilities: • Prepare and distribute reporting packages to senior management with a high degree of accuracy • Lead monthly process to calculate and report on conference/event data,analyze trends and patterns related to conference experiences to identify business opportunities and risks. • Identifying and implementing automated solutions that enhance efficiency and accuracy of data processes through leveraging of analytical tools such as Tableau, Alteryx, and Python. • Leverage data to create insights and analyses to solve complex business problems for stakeholders across LPL, including but not limited to customer segmentation, data visualization (dashboards), and lead generation and prioritization • Develop, maintain, and manage reporting, analytics, dashboards and other Client Analytics data products. • Translate and visualize data into information and insights to discover trends and patterns for solving the business problem and improving KPIs. • Build Tableau Dashboards that allow stake holders to solve business challenges and take action on their data. • Build Alteryx workflows that transform incoming raw data into high-performing tailored data sets. • Lead and collaborate on exploratory data analytics involving large complex data sets to provide insights, recommendations and business impact. • Ad hoc analysis, modeling, and additional responsibilities as required 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 in Psychology, Sociology, Mathematics, Finance, Economics, or related discipline • Minimum of 1-2 years in an advanced analytical function is required • 1 + years experience advanced excel skills Core Competencies: • Exceptional problem solving skills that enable efficient identification of issues, development of hypotheses, and the execution of robust quantitative analyses to answer business questions. • Intellectually curious and have a background in data analyses. Preferences: • Experience with Tableau, Alteryx, and SQL • Proficiency in statistical analysis languages such as R or Python. • Experience working with relational databases (e.g., SQL Server, Oracle), distributed technologies (e.g., Hadoop, Spark) and cloud-based platforms (e.g., AWS, Azure, Snowflake). • Demonstrated skill in predictive analytics, statistical modeling, and/or machine learning. #LI-PA Pay Range: $85,200-$142,000/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! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. 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. 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.comemail 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. EAC1.22.25

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