Operational Readiness Strategist for Frontline Impact

LPL Financial; Tempe (AZ); Sur place; USD 92 000 - 153 000; Plein temps

Avantages offerts par ce poste

401K matching

Health benefits

Employee stock options

Paid time off

Résumé du poste

LPL Financial in Tempe, AZ is seeking a Senior Analyst, Operational Readiness to plan, assess, and execute readiness activities for advisor- and investor-impacting initiatives. You will partner across Product, Technology, Operations, Communications, Marketing, Learning & Development, Service, and Workforce Management to prepare frontline teams for upcoming events and changes.

You will analyze risks, dependencies, and service impacts, develop mitigation strategies, and create dashboards,

Qualifications

• Bachelor's degree or equivalent relevant experience.
• 3-6+ years of experience in operational readiness, project management, business operations, workforce management, change management, business analysis, or related field.
• Demonstrated experience coordinating multiple cross-functional initiatives and stakeholders while managing risks, dependencies, decisions, and deadlines.
• Strong Microsoft Excel, PowerPoint, data analysis, written communication, verbal communication, and executive-presentation skills.
• Strong organizational, analytical, and problem‑solving skills, with the ability to translate complex information into clear communications, recommendations, and action plans.

Responsabilités

• Partner with Product, Technology, Operations, Communications, Marketing, Learning & Development, Service, and Workforce Management to plan readiness for advisor- and investor-impacting initiatives.
• Conduct readiness assessments to identify operational impacts, risks, dependencies, training needs, communication requirements, potential call drivers, and service-demand implications.
• Maintain awareness of upcoming product launches, technology changes, defect remediations, regulatory initiatives, business events, routing strategies, queue structures, advisor segmentation models, and service support frameworks.
• Develop and distribute Service-wide readiness communications, executive summaries, frontline talking points, FAQs, knowledge articles, manager huddle content, and awareness materials.
• Maintain readiness dashboards, calendars, project trackers, status reporting, decisions, risks, and action items; elevate concerns and dependencies when appropriate.
• Analyze historical call-driver data, queue performance, contact-driver trends, transfer patterns, routing outcomes, and service-performance metrics to forecast impacts and identify mitigation opportunities.
• Prepare executive-level presentations and status updates, summarizing initiative impacts, readiness progress, operational risks, and mitigation strategies.
• Support routing optimization initiatives by documenting business requirements, validating operational workflows, assessing readiness impacts, and coordinating communications and training plans.
• Collaborate with Workforce Management and Service Operations to evaluate demand impacts and recommend routing, skill, queue, workflow, or support-model adjustments.
• Monitor post-launch performance to identify unintended routing impacts, volume shifts, escalations, or advisor-experience concerns and recommend corrective actions.
• Contribute to continuous improvement efforts that strengthen readiness processes, communications, contact resolution, operational efficiency, and stakeholder experience.

Connaissances

Excel

PowerPoint

Data analysis

Written communication

Verbal communication

Executive presentations

Organizational skills

Analytical thinking

Problem solving

Formation

Bachelor's degree or equivalent experience

Outils

NICE CXone

Genesys

Description du poste

LPL Financial in Tempe, AZ is seeking a Senior Analyst, Operational Readiness to plan, assess, and execute readiness activities for advisor- and investor-impacting initiatives. You will partner across Product, Technology, Operations, Communications, Marketing, Learning & Development, Service, and Workforce Management to prepare frontline teams for upcoming events and changes.

You will analyze risks, dependencies, and service impacts, develop mitigation strategies, and create dashboards,