Senior Analyst, Comp Transformation

This position plays a key role in supporting the transformation of the Advisor Compensation practices at LPL through process design, technology builds, and change management activities. The level of support across these areas will vary based on business need and the analyst must be self-motivated and have the ability to work effectively with minimal supervision. This role will require the individual to possess strong organization and analytical skills to contribute to project initiatives for Client Compensation, lead process analysis/redesign efforts, and support other high impact activities. The analyst must be able to effectively communicate with others and balance workload in a dynamic environment to ensure tasks are completed accurately and timely.

Responsibilities:

• Act as subject matter expert, especially in the areas of business requirements

• Participate in discussions with business and technical process owners, challenge the status quo, and offer alternative viewpoints to build the best solution

• Provide data definitions and verify Compensation data quality

• Gather data requirements needed for data mapping and performing accurate Compensation calculations

• Provide feedback on Comp Data Architecture design

• Validate Reference Data used by the Varicent Compensation engine

• Work with QA to validate and test data requirements

• Query databases, create data driven insights, and develop them into actionable initiatives to improve the Client Experience and Employee Experience

• Present data driven findings to senior leaders at the firm

• Perform intermediate SQL Code review and analysis

• Create process mapping workflows

• Partner with multiple teams to triage and troubleshoot defects by performing root cause analysis and propose solutions

• Lead User Acceptance Testing efforts in coordination with our Technology QA Team and in support of control objectives

• Partner in the development and execution of change management activities for frontline business teams

• Maintain an understanding of the active working pipeline and obtain priorities of the change requests for given work stream backlog

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: 

• A bachelor's degree in business administration, process management, or operations

• 5+ years' experience in process optimization, operations, or business management

Core Competencies:

• Experience with one of Varicent, Alteryx, SQL, Python, or similar programming languages

• Experience with Tableau, Power BI, or similar data visualization tools

• A sharp eye for identifying weak points in processes

• Intellectually curious, with a strategic and analytical mindset

• Leadership, mentoring, and interpersonal skills needed to influence customers and team members

• Strong process flow documentation skills (i.e. Lucid or similar tool)

• Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization

• Experience querying large data sets for actionable insights

Preferences:

• FINRA licenses and Lean Six Sigma certification strongly preferred

• Working knowledge in process improvement methodology (Lean, Agile, Six Sigma)

• Experience with regulatory controls and audits (SOX, SSAE16, etc.)

#LI-PA

 

Pay Range:

$67,988-$113,313/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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