Senior Analyst, Data Analytics

LPL Financial; Fort Mill (SC); On-site; USD 85,000 - 142,000; Full time

Job summary

LPL Financial is seeking a Senior Analyst, Data Analytics to lead the development of analytic solutions, mentor peers, and collaborate with business units. The candidate will independently access data and build visualizations to tell a holistic story.

The role requires leadership in analytics, experience with Tableau, SQL, and Alteryx, and a track record of delivering results in risk and compliance analytics within a fast-paced environment.

Qualifications

• Bachelor’s degree in a highly quantitative discipline plus 4 years of experience or a Master’s Degree plus 3 years of experience
• 4 years of experience developing analytic solutions
• Experience creating dashboards visualizations with Tableau
• Proficient with SQL (analytic and scripting languages)
• Proficient with Alteryx

Responsibilities

• Develop and Deploy complex analytic solutions using descriptive and diagnostic analytics with a future focus on predictive analytics
• Translate business requests into user stories and acceptance criteria
• Identify data sources, perform quality validations, and document known limitations
• Access, mine, join and extract data from multiple sources in the data ecosystem
• Leverage data visualization tools to communicate insights and drive action
• Perform test cases and validate results
• Identify challenges with data sources, reports, and processes to improve efficiency

Skills

SQL

Tableau

Alteryx

Python

Data Visualization

Education

Bachelor’s degree in Data Science, CS, Economics, Finance, Eng, Stats, Math, Physics, Actuarial Sciences

Master’s Degree (optional)

Tools

SQL

Tableau

Alteryx

PowerBI

Python

Job description

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

Are you interested in solving complex data analytics puzzles? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? Do you have a successful track record in prior experience coaching, mentoring, and/or leading a team of analytic developers? Are you interested in being part of a team that is working to transform and do things more efficiently and effectively? Are you interested in being key member of an Analytics team focused on supporting all of Data Analytics and Reporting for Risk and Compliance? Are you interested in being part of the LPL Firm wide Analytics Center of Excellence (ACE) group focused on bringing together a network of analytic developers? Excited to learn more? If so, then this could be the role for you!

Job Overview:

We are currently looking for a Senior Analyst, Data Analytics who has the thought leadership to identify a robust inventory of potential analytic solutions to mitigate risk, technical skills to develop and realize those analytic solutions, leadership skills to mentor peers, and collaboration and consulting skills to build relationships with Business Units. We are looking for someone who can independently build code to access and extract data as well as create visualizations to tell a holistic story.

Responsibilities:

• Develop & Deploy complex and continuous analytic solutions using descriptive and diagnostic analytics – with a future focus on predictive analytics.
• Business Understanding – Work with Business Units to understand and interpret the request into a User Story and Acceptance Criteria.
• Data Understanding – Identify appropriate data sources, perform data quality validations and highlight known limitations and assumptions.
• Data Preparation – Access, mine, join and extract data from one or multiple data sources in LPL’s data ecosystem. Highlight known limitations and assumptions.
• Story Telling – Leverage data visualization tools to communicate insights with the intent to drive action.
• Testing and Validation – Perform test case scenarios
• Continuous Improvement – Provide insight into any challenges with current data sources, reports, and processes with an intent to improve efficiency.

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:

• Bachelor’s degree in Data Science, Computer Science, Economics, Finance, Engineering, Statistics, Mathematics, Physics, Actuarial Sciences, or other highly quantitative discipline, plus 4 years of experience or Master’s Degree, plus 3 years of experience
• 4 years of experience developing analytic solutions
• Experience creating dashboards visualizations with Tableau
• Proficient with SQL (analytic and scripting languages)
• Proficient with Alteryx

Core Competencies:

• Operational Excellence– Experience developing Analytics solutions to support stakeholders while working with peers and management to refine and improve the deliverable
• Operational Excellence – Experience following Agile “sprints” project management methodology
• Leadership & Mentoring – Positive attitude with an appetite for learning, tenacious in overcoming obstacles as well as for seeking, embracing, and applying feedback
• Strategic Agility – Demonstrated ability to identify problems, locate root cause, escalating with solutions in hand
• Stakeholder Relationship Management – Experience collaborating, consulting and building relationships with solution requestors (Business Units) and ultimately creating results for our advisors and their clients.
• Problem Solving / Decision Making– Demonstrated ability to identify tactical and strategic solutions evidencing the ability to value progress over perfection and considering the big picture.

Preferences

• Other visualization tools include; PowerBI
• Other scripting language include; Python

Pay Range:

Pay Range:
$85,200-$142,000/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.

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 institution, 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.

For further information about LPL, please visit www.lpl.com.

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!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. 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 [phone].

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