Are you a collaborative team player with a passion for learning and contributing to impactful projects? Are you eager to work with advanced technologies and be part of a team dedicated to driving transformation and innovation? If so, join LPL Financial and embark on an exciting journey of making a difference through data analytics in the Wealth Management Solutions team.

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:

The Analyst, Data Analytics role at LPL Financials’ Wealth Management Solutions team involves providing essential data analysis to drive product development and business decisions. By offering crucial insights and strategic recommendations, this team plays a vital role in supporting LPL's mission of empowering financial advisors and clients with innovative solutions and informed decision-making.

Responsibilities:

The Data Analyst will provide data analysis to support the product, platform and partner teams within Wealth Management Solutions. This individual will gather and use data insights to help drive related business decisions within Wealth Management Solutions at all levels. The right candidate will be adept at answering business questions with data.

The ideal candidate possesses strong communication skills, the ability to think analytically and strategically, and a problem-solving attitude. A fast paced, ever-changing environment requires the ability to be flexible, effectively prioritize and multi-task. The ability to work within a team, take initiative and show strong attention to detail is also a requirement.

• Develop, maintain and improve product scorecards/dashboards to drive meaningful product insights.
• Support interpretation of data to identify significant differences, relationships, and trends in data
• Create, edit and refresh process documentation relating to reporting and day to day operations
• Extract data from various databases ensuring the right data points are used. Understand the different sources and how their data can be used for different product insights
• Manipulate and analyze large datasets using features of multiple tools
• Summarize written findings, publicize results, and participate and share with senior leadership as appropriate

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:

• Demonstrated proficiency with Excel, Access, PowerPoint
• Advanced data manipulation and analysis skills using multiple tools
• Ability to identify significant differences, relationships, and trends in data for business decisions
• Strong communication skills to present findings and result to senior leadership
• Proficient in extracting and utilizing data from various databases

Core Competencies:

• Problem solving skills that enable efficient identification, analysis, and resolution of issues
• Ability to present complex information in a clear and concise way
• Strong analytical skills coupled with strong verbal and written communication
• Ability to manage multiple initiatives at once in a fast-paced, entrepreneurial environment
• Natural curiosity and conceptual thinking

Preferences:

• Bachelor’s degree in Business, Economics, Finance or similar preferred
• Advanced to expert level skills with Excel, Access, PowerPoint
• Intermediate skills writing SQL queries
• Alteryx, Tableau, Salesforce skills a plus

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.

Pay Range:

$31.37-$47.05/hour

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.

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 @lp lfinancial.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 .