Sr. Business / Data Analyst

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

At LPL Financial we consider it our mission to take care of our advisors so they can take care of their client.  Joining as Senior Business Data Analyst, you will be responsible for building and maintaining the sustainable, scalable products and capabilities that support our advisors to deliver world class services for their investors.

Responsibilities:

• Understand business needs from the users; document the analysis using business process descriptions, use cases, scenarios, tasks and workflow.
• Generate requirements from users; use advanced problem solving techniques (both diagnostic and prognostic) to analyze the problem and generate requirements with the users and document those.
• Schedule and lead design discussions with Architecture, Infrastructure and different Technical teams of all levels throughout the company including executives
• Innovate on out of the box solution that leverages the holistic knowledge of variety of use cases.
• Collaborate with subject matter experts and developers to establish the technical vision and analyze tradeoffs between usability and performance needs
• Perform query and reporting analysis; document data sources and mappings to support reporting and other data requirements
• Be a liaison between the Business Users, Application development team, Architecture and other technology teams (infrastructure, info security etc.) and project and relationship managers
• Manage and ensure requirements are met not only through the entire SDLC process by participating in design discussions, QA, UAT and deployment, but also in all aspect of regulatory requirements
• Work with the project team to translate Business requirements into a solution, help the team for Technical design documentation and analyze tradeoffs between effort and return on value. Socialize these tradeoffs with the project team and stakeholders
• Actively work to resolve issues users when requirements clarification is needed or to facilitate sign off on test cases

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:

• Bachelor’s degree or Master Degree in Computer Science, Information Systems, Business, or other related field.
• Minimum of 7 years of experience functioning as a business analyst within a mid to large organization
• Minimum of 4 years of experience writing epics stories, tasks in Agile (Scrum is preferred) using JIRA and Waterfall project approaches.
• Minimum of 2 years of experience with SQL queries, hands-on in SQL knowledge report writing and presenting findings

Technical Competencies::

• Minimum of 4 years of writing user stories.
• Minimum of 2 years of working with JIRA, TFS, HPQC, Aha! and similar other project management tools and at least 1 years of experience in data structures, data modeling, db schema is required. Knowledge of technologies including API, XML and web application concepts.
• Wealth Management Experience or Investment Asset Management experience preferred or Financial Industry experience
• Exposure to enterprise integration tools, and extract/transform/load (ETL) tools.
• Experience in non-functional requirements gathering, traceability and UAT coordination and support.

Core Competencies:

• Good Product acumen, can easily fit into product owner’s role to deliver the product, must have worked on building / integrating products on various Fintech platforms
• Detail oriented critical thinker who can engage in multiple initiatives simultaneously.
• Comfortable working independently, adapting to shifting priorities, demands and timelines in a fast paced environment and demonstrate leadership skills.
• Keen attention to detail and complex problem solving abilities from operational and technical perspective.
• Expert written and oral communication skills, strong interpersonal skills, and the ability to interact professionally with diverse groups, executives, managers, and subject matter experts.
• Knowledge of the broker-dealer business model, various financial asset classes, various industry standard applications and tools used by financial advisors

Pay Range:

$82,735-$137,891/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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.

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. 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.

EAC12.9.25

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