VP, Data Analytics

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.

• Are you interested in being leader and influencer within Business Intelligence by developing a vision and roadmap to automate reporting and identify business insights?

• Are you interested in driving the identification, design, and implementation of the key solutions to support LPL’s Service division?

• Are you interested in showcasing best in class Data Automation, Dashboard Design, and Insight Generation?

• Are you interested in solving complex business problems with complex data analytics puzzles?

• Are you interested in partnering with Technology and Infrastructure teams to develop a modern data warehouse to support analytics initiatives?

• Do you have a successful track record leading a team of technology or analytic developers?

• Are you interested in being part of a growing team that is working to transform and do things more efficiently and effectively?

Job Overview:

We are currently looking for a VP, Data Analytics who has the thought leadership to identify and manage a robust set of analytic and reporting solutions. This person should have leadership skills and technical understanding to manage multiple projects and ability to contribute to the development effort as needed.  Additionally, this individual should have prior experience collaborating and consulting to build relationships with stakeholders, peers in technology/analytics, and senior leadership. The individual should have technical and business subject matter expertise needed to create business requirements that meet customer demand. This individual should also have experience working with a data warehouse to curate data to facilitate reporting and analysis. Last, this individual will manage a team of analytics developers and support their training and development while delivering insights to senior management.

Responsibilities:

• Own Business Requests and Projects – Owns the Vision, Roadmap, and ROI for the Service Data Analytics & Reporting Program. Includes defining Features, PIs and Releases by maintaining the enhancement backlog and prioritizing tasks for maximum effectiveness. Unite business objectives, product strategies, and stakeholder needs into specific actionable strategies (technical and non-technical) that enhance the efficiency and effectiveness of the Service Division.

• Business Understanding – Develop positive relationships with business partners to understand their changing needs, manage expectations, deliver value-added solutions and support translation of problem statements into system requirements. Use customer and business feedback to inform roadmaps and non-functional goals. Act as a subject matter expert to credibly challenge the User Stories and Technical Acceptance Criteria.

• Support Development of complex and continuous solutions by leading developers to accurately and efficiently create analytic solutions.  Collaborate with stakeholders to verify both user story and acceptance criteria for solutions, platforms, reporting and analytics are both functional and sustainable.

• Data Understanding – Collaborate with stakeholders to identify appropriate data sources, communicate data quality validations and highlight known limitations and assumptions.  Partner with Infrastructure and Technology partners to ensure timely and accurate development of data sets.

• Data Preparation – Collaborate with developers to establish accurate and efficient ETL.  Work with stakeholders to identify and communicate known limitations and assumptions.

• Deploy – Mentor developers on quality data sourcing, data models, documentation and Test Case Scenarios, perform Quality Assurance, and obtain Business Unit approval. Assess opportunities for improvements by identifying future enhancements. Partner with Infrastructure and Technology teams to define data requirements, design data governance and testing processes, and develop curated data sets that facilitate reporting.

• Continuous Improvement – Lead the process for identifying, evaluating, and implementing new technology tools. Develop product roadmaps, strategic recommendations, project plans, and governance models that drive a best-in-class user experience. Maintain a high level of familiarity with other system capabilities to make informed recommendations about potential upstream / downstream impacts.

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 in Data Science, Computer Science, Economics, Finance, Engineering, Statistics, Mathematics, Physics, Actuarial Sciences, or other highly quantitative discipline, plus 10+ years of experience or Master’s Degree, plus 9+ years of experience

• 10+ years of experience developing analytic solutions, including 2+ years leadership role

• 3+ years leveraging Tableau to deliver automated reporting

• 1+ years of experience developing reporting solutions that leverage a data warehouse

• Technical Proficiency – Proficient in at least 1 data analytic language (SQL, SAS, etc.), and;

Core Competencies:

• Operational Excellence – Experience following and leading others in Agile “sprints” project management methodology

• Leadership & Mentoring – Experience leading, mentoring and building relationships with less experienced developers. This includes daily coaching and mentorship of direct reports regarding career development and engagement. Positive attitude with an appetite for learning, tenacious in overcoming obstacles as well as for seeking, embracing, and applying feedback.

• Strategic Agility – Demonstrated ability to identify problems, locate root cause, escalating with solutions in hand.

• Stakeholder Relationship Management – Experience collaborating, consulting and building relationships with solution requestors (Business Units) and ultimately creating results for our advisors and their clients.

• Problem Solving / Decision Making – Demonstrated ability to identify tactical and strategic solutions evidencing the ability to value progress over perfection and considering the big picture.

 

Pay Range:

$132,300-$220,500/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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