Senior XD Research Analyst

Job Overview:

At LPL Financial we believe that great experiences start with deep understanding. As a Senior UX Research Analyst, you’ll play a crucial role in uncovering user needs, behaviors, and motivations to inform impactful product and design decisions. Through qualitative and quantitative research methods, you'll bring clarity to complex problems and help create experiences that truly resonate.

The Experience Design Research Team at LPL Financial is seeking a Senior XD Research Analyst to join our team. This individual will work with product managers, XD designers, and other researchers on

the team to bring innovative solutions to the hands of our advisors.

Responsibilities:

• Develop research plans, workflows, user task analysis, personas, journey/experience maps, process flows, and service blueprints.

• Lead in user research through every stage of the product lifecycle; planning and running usability studies, analyzing data, conducting heuristic evaluations, facilitating and moderating workshops, and performing low to high-fidelity usability tests.

• Present findings to cross-functional teams and negotiate trade-offs between business goals, technical challenges, and customer experience.

• Support advisor feedback programs through trend analysis, office visits, and operational tasks as needed

What are we looking for?

We want strong collaborators who can deliver excellent client experience. We are looking for people who thrive in a fast-paced, dynamic environment, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor's degree or additional equivalent experience

• 3+ years of experience related to user experience research & analysis

• 2 plus years of experience working on a project team and meeting project timelines while managing competing priorities

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Core Competencies:

• Excellent communication and organization skills.

Preferences:

• · Skilled in moderated interviews, unmoderated usability tests, surveys (we use Qualtrics), and other foundational UX research methods

• · Advanced Excel skills to help with analysis and representation via pivot/charts

 

Pay Range:

$103,700-$172,800/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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