Senior Analyst, Supervision

Senior Analyst

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. This is a great opportunity for a self-starter looking to support projects and grow in their ability to plan, design, and execute strategic initiatives.

Responsibilities :

The Senior Analyst role will support and collaborate with more experienced colleagues to deliver large-scale solutions across a variety of projects & initiatives.

• Assume responsibility of projects & tasks while advancing skills in execution, project management, and process improvement
• Optimize processes by conducting stakeholder interviews to compile needs assessment, identify requirements, and support solution design
• Conduct data validation and process testing exercises, identifying defects and proposing solutions or workarounds
• Work cross-functionality to deliver & implement more efficient workflows by combining backend data sources in Alteryx
• Research and resolve unknowns independently by leveraging resources and navigating the organization to obtain information and achieve objectives
• Mentor more junior analysts by providing guidance on technical skills, problem-solving, and potential next steps
• Drive continuous improvement by proposing ways to leverage data aggregation tools, automated workflows, or AI to streamline our team's ability to operate & execute on our initiatives

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 :

Core Competencies :

Preferred :

Pay Range :

$75,525-$125,875 / 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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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.