The health and safety of our employees and candidates is very
important to us. Due to the current situation related to the Novel
Coronavirus (COVID-19), we’re leveraging our digital capabilities
to ensure we can continue to recruit top talent at LPL Financial.
As your application progresses, you may be asked to use one of our
digital tools to help you through your recruitment journey. If so,
one of our recruiters will explain what type of interviewing
technology will be used throughout the recruitment process and will
be on hand to answer any questions that you have. You can also
email us at LPLFinancialHiring@lpl.com .
Work where independent thinking and collaboration go hand in
hand. Experience a culture that thrives on innovation, embraces
inclusiveness, and welcomes fresh perspectives. At LPL, your
talents, skills, and insights can make a difference.
AVP, Applied Analytics and Business Intelligence Apply Job ID:
R-010985 Date posted: 08/25/2020 Primary Location CA-San Diego
Other Locations SC-Fort Mill The Assistant Vice President (AVP),
Applied Analytics and Business Intelligence will be a member of the
Market Intelligence, Data & Analytic Solutions (MIDAS) group within
LPL’s broader Investor and Investment Solutions organization. The
MIDAS team is responsible for leading firm-wide efforts that enable
data-driven decision making throughout the firm. The vision of the
MIDAS team is to deliver a superior client experience enabled by
intelligent transformation. The Applied Analytics and Business
Intelligence team act as the activation layer for our vision, by
delivering data-driven insights to drive growth, improve
profitability, and enhance the client experience.
You will provide support to the various MIDAS teams and ensure
the execution of critical priorities. This is a key role in
developing project plans, creating executive presentations, and
serving as an Analytics Translator for our stakeholders across the
organization. As a member of the MIDAS team, you will be
responsible for navigating the organization to ensure alignment of
priorities and completion of tactical efforts and workstreams.
Additionally, you will require consistent engagement with the
team’s leadership to develop the resource allocation plan for
analytical and research-based projects, orient the team priorities,
and support broader management needs via ad hoc projects.
What will you do?
• Serve as an “Analytics Translator” for stakeholders in
business units across the firm, and serve as a liaison between
various MIDAS functions, such as Data Science, Data Strategy and
Governance, Client and Market Intelligence, and Digital
• Ability to lead individual projects or workstreams that span
across multiple business units.
• Lead and participate in executive-level meetings.
• Completes ad-hoc assignments that assist in the development
and implementation of strategies and new processes.
• Thrives in a team atmosphere, as well as independently, and
has the confidence to adjust and adapt as priorities change.
• Develop strong working relationships across the enterprise to
enable a clearly defined mutual understanding of risks and
opportunities while also achieving close alignment on business
• Leverage these self-cultivated relationships, business acumen,
and confidence to indirectly lead others, drive for results and
ensure business goals and objectives are met in a timely,
efficient, and risk-conscious way.
• Bachelor's degree, preferably in a STEM discipline or Business
Administration, is required; Master’s degree preferred
• Financial Services industry experience required;
industry-specific certifications (e.g. CFP, CFA, CAIA) a plus
• 5 - 10 years of experience in an analytics function
• Experience managing quantitative team members/analysts
• A high level of integrity, earning the trust of his/her peer
groups and executives
• Experience presenting analytics and actionable insights to
• Experience working with Data Infrastructure/Engineering & Data
• Personal confidence with outstanding leadership
• Ability to work in a team environment, motivate team members
and influence the behavior of others
• Exceptional interpersonal and partnership skills and the
ability to positively influence outcomes
• Highly motivated and able to adapt to changing priorities
Technology / Skill Requirements:
• Proficient in Microsoft Office Suite: Excel and PowerPoint
• Proficiency working with dynamic data analytics/visualization
tools, e.g., Tableau, Power BI, Alteryx
• Experience/understanding of relational databases, e.g., SQL
• Experience/understanding of statistical analysis tools, such
as Python, R, Minitab, SAS, or SPSS
• Experience/understanding of digital analytics tools like Adobe
SiteCatalyst (Omniture) or Google Analytics, etc
• Experience/understanding of CRM tools like SalesForce or
Microsoft Dynamics, etc
Why LPL? At LPL, we believe that objective financial guidance is
a fundamental need for everyone. As the nation’s leading
independent broker-dealer, we offer an integrated platform of
proprietary technology, brokerage, and investment advisor services.
We provide you with a work environment that encourages your
creativity and growth, a leadership team that is supportive and
responsive, and the opportunity to create a career that has no
limits, only amazing potential.
We are one team on one mission. We take care of our
advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can
seize the opportunity to make a real impact. We are committed to
supporting workplace equality, and we embrace the different
perspectives and backgrounds of our employees. We also care for our
communities, and we encourage our employees to do the same. This
creates an environment in which you can do your best work.
Want to hear from our employees on what it’s like to work at
LPL? Watch this !
We take social responsibility seriously. Learn more here
Want to see info on our benefits? 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.
Information on Interviews:
LPL will only communicate with a job applicant directly from an
@lp l.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 (800) 877-7210.
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