What are the responsibilities and job description for the Associate Analyst, Operations position at LPL Financial?
Job Overview:
LPL Financial is seeking an Associate Business Analyst to assist in the Maintenance of platforms and practices to support the optimization and enhancement of the suite of brokerage processing solutions for Cash Management Operations (CMO).
This position will report directly to the AVP of Cash Management Business Solutions and participate in large firm projects involving processes and technologies directly and indirectly impacting CMO. This individual will have a key role in analyzing the backlog of CMO solution opportunities and their priority on behalf of the business, in alignment with the Operations Transformation Strategy and the goal of delivering a differentiated service experience to our clients.
Responsibilities:
$20.23-$33.71/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!
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?
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.
EAC1.22.25
LPL Financial is seeking an Associate Business Analyst to assist in the Maintenance of platforms and practices to support the optimization and enhancement of the suite of brokerage processing solutions for Cash Management Operations (CMO).
This position will report directly to the AVP of Cash Management Business Solutions and participate in large firm projects involving processes and technologies directly and indirectly impacting CMO. This individual will have a key role in analyzing the backlog of CMO solution opportunities and their priority on behalf of the business, in alignment with the Operations Transformation Strategy and the goal of delivering a differentiated service experience to our clients.
Responsibilities:
- Provide assistance for CMO with assessing areas of improvement and identifying solutions for the transformation of current business functions.
- Build an understanding of the significant control needs within the CMO functions.
- Provide an active role in testing of the money movement technology and process enhancement.
- Drive troubleshooting and assist with resolving escalated production issues.
- Provide recommendations to leadership on potential policy and procedure (P&P) enhancements, as well as the execution of review and establishment of P&P’s and workflows.
- Foster transparency within the team and with leadership through timely communication with status updates and project overviews.
- Communicate with release leads and leadership as needed to define testing requirements.
- 2 year professional experience in financial services
- 2 year business analysis (or similar) and/or process improvement experience
- Strong communication skills across lines of business.
- Excellent collaboration, verbal/written communication and organizational skills.
- Demonstrated passion for execution excellence and agility.
- Adaptable and highly self-motivated in pursuing intelligent automation and emerging technologies.
- Change Agent, able to define the future state and assist with implementing change as necessary.
- Skilled in client service and dedicated to providing a high-quality client experience.
- Ability to effectively comprehend and interact with the full spectrum of disciplines necessary through the development lifecycle.
- Strong execution ability and a sense of urgency.
- Creative, flexible and an experienced practitioner.
- Certified Lean Six Sigma Yellow Belt or higher or willingness to obtain
- Experience with business systems analysis or business process design experience or a combination of both
$20.23-$33.71/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!
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!
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.
EAC1.22.25
Salary : $20 - $34
