Sr. Data and Business Analyst

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.

Job Overview:

At LPL Financial we consider it our mission to take care of our advisors so they can take care of their clients. Joining as Senior Data & Business 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:

• Develop technical and business requirements utilizing advanced problem-solving methodologies, encompassing both diagnostic and prognostic approaches.

• Collect, document, and evaluate business requirements pertaining to data and analytics.

• Engage with stakeholders to establish key performance indicators (KPIs), reporting necessities, and data-driven solutions.

• Convert business challenges into analytical frameworks and data solutions by acting as a bridge between Business and Technical teams.

• Draft Jira stories and obtain approval for the requirements.

• Construct complex SQL queries to analyze data and correlate it with business requirements.

• Gather, cleanse, and examine extensive datasets to identify trends, patterns, and business insights.

• Evaluate changes in upstream applications and implement necessary modifications in the data warehouse.

• Assess downstream effects and respond promptly. Investigate the impacts of changes in data granularity within source systems.

• Ensure the accuracy and integrity of data through thorough validation processes throughout the SDLC process.

• Collaborate with technical leads to develop technical Jira stories and necessary documentation.

• Guide the scrum team and stakeholders during story refinement sessions, ensuring that requirements align with LPL standards.

• Perform query and reporting analyses, communicating findings to stakeholders and the development team.

• Document mappings from data sources to targets and conduct root cause analyses on production issues.

• Collaborate with the project team to translate business requirements into actionable solutions.

• Work closely with the Product Owner to prioritize tasks and outline the product roadmap.

• Foster and maintain cross-functional relationships with business partners, the product management office, and technical collaborators.

• Regularly prepare and present status reports to all stakeholders and leadership.

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:

• 5+ years of technical experience writing complex SQL queries and/or database development

• 5+ years of experience working as a business and data analyst in a mid-sized to large organization.

• 2+ years working on a scrum team and following agile methodology.

• Experience in crafting epic stories and tasks within JIRA.

Core Competencies:

• Detail-oriented and critical thinker.

• Ability to engage in multiple initiatives simultaneously while demonstrating time management and organization.

• Comfortable working independently, adapting to shifting priorities, demands, and timelines in a fast-paced environment and demonstrating leadership skills.

• Keen attention to detail and complex problem-solving abilities from operational and technical perspectives

• Expert written and oral communication skills, strong interpersonal skills, and the ability to interact professionally with diverse groups, executives, managers, and subject matter experts.

• Experience with Data Warehousing a plus

Preferences:

• Experience with AWS and DBT.

• Financial Services experience

• Snowflake experience

#LI-Hybrid

 

Pay Range:

$83,400-$139,000/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. 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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