Sr. Analyst, Business Design and Solutioning

Are you a team player, curious to learn, and interested in working on meaningful projects? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills, and problem solving? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place 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.About the Role : LPL Financial is seeking a Senior Business and Data Analyst to join our Business Design & Solutioning group. In this collaborative role, you will work closely with teams supporting our various institutional business models to analyze and report on performance, as well as with teams addressing evolving business challenges, delivering insights that inform strategic decisions. Additionally, you will coordinate data services and solutioning efforts, with a particular focus on supporting post-conversion activities for new acquisitions and our largest institutions and credit unions. This position offers a unique opportunity to contribute to innovative solutions and drive impactful changes within our organization.Key Responsibilities : Analyze and report on the performance of LPL’s business models and supporting teams.Deliver insights that inform business model-specific strategies.In addition to creating and maintaining data solutions, coordinate solutioning activities for the broader team.Understand stakeholder needs related to data solutions, providing any from coordination support to strategic insights.Support continuous improvements to our products, enhancing the experience for converting firms.Utilize customer feedback, business strategy, data / analytics, and input from user experience and technology teams to develop seamless customer experiences.Provide reporting and analytics to support strategies, working directly with data sources and teams across technology, sales, and business development to surface insights.Develop and maintain reporting on business model-specific performance.Automate and improve internal processes for tracking and reporting on financial metrics, product usage, asset distribution, and technology adoption.Collaborate with product and technology teams to drive reporting automation initiatives.Lead reporting efforts across the entire business segment.Publish and communicate results, ensuring timely, accurate reports are delivered to senior leaders with actionable insights.Understand the interrelation of sales information based on the underlying data model.Support the broader solutioning team as it relates to data-specific initiatives through coordination and consulting.What We Are Looking For : We seek strong collaborators who can deliver a world-class client experience. Ideal candidates thrive in a flexible environment as each new business problem requiring an enterprise solution, are client-focused, team-oriented, and excel in fostering creativity and continuous improvement.Qualifications : Bachelor’s degree in Computer Science, Statistics, Mathematics, Business Management, Economics, or a related field.3 years of experience in a data analytics function.Proficiency in business intelligence and data visualization tools (e.g., Tableau) for insight synthesis and presentation.Strong skills in big data technologies (e.g., Alteryx, SQL, Spark, Python).Highly analytical with strong communication skills and a proven track record of delivering actionable insights.Core Competencies : Strong verbal and written communication skills.Strong analytical and problem-solving skills with a keen attention to detail.Understanding of stakeholder needs related to data solutions, providing any from coordination support to strategic insights.Preferences : Experience within broker / dealer or broader financial services space.Familiarity with Salesforce.Pay Range : $83,300.00 - $138,900.00 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 hereWant to see info on our benefits? Learn more hereJoin 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

Salary : $83,300 - $138,900