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AVP, Applied Analytics and Business Intelligence

Company: LPL Financial
Location: San Diego
Posted on: September 17, 2020

Job Description:

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 Analytics.

• 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 needs.

• 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.

Qualifications:

• 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 preferred

• A high level of integrity, earning the trust of his/her peer groups and executives

• Experience presenting analytics and actionable insights to Senior Leaders

• Experience working with Data Infrastructure/Engineering & Data Science teams

• Personal confidence with outstanding leadership capabilities

• 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 expertise necessary

• Proficiency working with dynamic data analytics/visualization tools, e.g., Tableau, Power BI, Alteryx

• Experience/understanding of relational databases, e.g., SQL Server, Oracle

• 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. EOE.

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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Keywords: LPL Financial, San Diego , AVP, Applied Analytics and Business Intelligence, Other , San Diego, California

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