Analyst, Business Management

Job Overview :

Responsible for executing existing processes and performing data analysis to identify trends and opportunities to make platform and process improvements and reduce operational risk. Your ability to work with complex data sets using multiple software applications, creative problem solving, teamwork and technical skills will help you excel at this position. The role blends expertise in process management along with data and analytics and a passion for delivering results in order to advocate for your team-mates and our clients.

Responsibilities :

Use data to identify trends and opportunities to make platform and process improvements and reduce operational risk

Define and monitor Objectives and Key Results (OKRs)

Prepare internal and external data sets, reports and benchmark data using a range of available sources

Triage, analyze, and resolve service issues and service recoveries

Work with squads and production support functions to drive root cause analysis and mitigate issues across a range of topics.

Collaborate with technology and business teams to deliver high-quality solutions for business problems

Reduce overall risk for the product by recognizing areas of exposure and recommending and implementing controls to mitigate them

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 .

Passionate about the strategic use of data to drive business results

Requirements :

Bachelor’s Degree in relevant field preferred

3-5 years’ experience in financial services preferable in sales and / or client service / relationship management

Core Competencies :

Outstanding analytical, conceptual thinking, and problem-solving capabilities including synthesizing findings and developing practical and realistic recommendations

Strong communication skills and proven ability to discuss and present ideas to colleagues and business partners to influence decision making

Strong project management skills with ability to take ownership of a business issue, lead triage and resolution discussions with a sense of urgency, communicate client and participant impact to Legal, Risk, Compliance and appropriate business partners and see resolution of issue through to completion

Experience building visualizations to drive strategic business decision making, and empower teams with self-service analytics

Expertise with enforcing and documenting existing processes, along with identifying new ones to improve efficiency.

Experience with CRM, workflow and data visualization systems such as Salesforce, Tableau, G-Suite / Smart-Sheet, and Power BI

Ability to identify trends and opportunities allowing the team to make platform improvements and reduce operational risk

Flexibility to manage multiple projects and reprioritize in a fast-paced environment

Self-motivated, able to take initiative and achieve strong results in an environment where collaboration is required

Preferences :

FINRA Series 7, 63, 65 (or 66)

Knowledge of client segment, organization, product, industry and end customer

Demonstrated knowledge of RIA products and services

Ability to effectively analyze situations, applying solutions to achieve resolution

Ability to identify and balance the needs of multiple stakeholders

Project & Process management experience preferred

LI-PA

Pay Range :

77,000.00 - $128,300.00Actual 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!

Salary : $77,000 - $128,300