AVP, Data Analytics

Job Overview:

The AVP of Data Analytics will manage a team of analysts in the delivery of robust reporting and analytics solutions for LPL’s Risk & Compliance areas. This role will be responsible for the creation of analytics, insights and reporting in support of leadership across the Risk and Compliance departments.  The candidate must have experience with data analysis, finding patterns, insights, anomalies and communicating those findings in concise, clear and easy to understand formats that the leadership team can use to formulate action plans. You will coach and lead multiple analysts on the team, reviewing their work and leading refinement calls for their projects.  You will also individually create and deliver your own dashboards and analysis.  The ability to effectively interact with all levels of staff including senior and executive management, as well as experience working within a wealth management environment; ideally with a finance or business management background is preferred.

Responsibilities:

• Partner with customers to accurately assess needs, recommending new solutions, services, or approaches to meet analytic requirements as needed
• Develop reporting, verbal and written communications summarizing key findings; Interpret data, summarize information and present findings.
• Manage team members to meet reporting and analytics needs including:
• Leveraging Tableau, R-Studio, PowerBI and other analytical tools, identify trends or patterns to uncover issues that need to be addressed
• Determine what types of data needs to be collected and curated to address the reporting needs of Service
• Communicate with all levels regarding overall analysis results
• Develop and grow the analytical capabilities of the team
• Perform at a high standard where quality, accuracy, innovation and effectiveness are top priorities
• Focus on delivering reporting solutions with accuracy and on time.
• Partner with other analytics teams to ensure business goals are met
• Develop strategies for improving customer service based on analytics
• Work closely with the Strategic Planning and Product Owner roles to ensure requests are being prioritized correctly and stakeholder needs are being addressed
• Create and manage reports & dashboards in reporting systems (Tableau)
• Create new and improve existing analytic approaches to solve business questions in a creative way
• Point out patterns, divergence from patterns; identify opportunity and risk based on data sets

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.

Requirements:

• 9 + years experience within Data & Business Analytics
• 3+ years Analytics Experience supporting business units
• 3+ years of hands-on Tableau experience, creating dashboards
• Bachelor's degree

Core Competencies:

• Highly proficient with using SQL, Tableau, and Excel
• Highly Proficient with database concepts and is able to write queries from scratch
• Highly proficient with MS Excel including pivot tables and complex logic-based formulas
• Experience supporting an Enterprise Reporting Infrastructure with a focus on automation
• Statistical Analysis, Hypothesis Testing, Model Development and Exploratory Analysis
• Experience leveraging data warehouses for reporting and analysis
• Knowledge of SQL, Tableau, Python (or other scripting language)

Preferred Qualifications:

• Major in Computer Science, Finance, Statistics, MIS

 

Pay Range:

$115,575-$192,625/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) 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!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. 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 (855) 575-6947.

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