Sr. Analyst, Advanced Analytics-Insurance Focused Solutions

Are you a team player with a growth mindset? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Senior Analyst of Advanced Analytics will be a team member within the Insurance Associates team. The Insurance Associates provide support to advisors who provide financial planning solutions to investors. The advisor will help individuals examine their immediate and long-term investment and financial planning needs and help design insurance solutions that best meet their individual financial goals. This is a team-based call center environment that deliver insurance consultation and guidance over the phone.

Your role will be essential to creating visibility to various business metrics critical to the success of these new services. In the role, you’ll develop a well-rounded understanding of business health, operations, and profitability for the agency, as you connect the dots and communicate key insights to leadership. While reporting is a key component of this role, you’ll also have opportunities to create, finding compelling ways of communicating key business insights through visualization. This role offers an opportunity for growth as the business grows, strengthening various skills in analytics, business understanding and communicating.

Responsibilities:

• Business health reporting: keep your “fingers on the pulse” by tracking & forecasting key business metrics, connecting back to business objectives and identifying opportunities/risks

• Operational data: organize, manage and provide data essential to business operations

• Data storytelling: extract and tailor insights for various leadership audiences, communicating clearly through reports, visualizations and presentations

• Creating clarity & efficiency: whether it’s leveraging a more meaningful metric, improving the visual format, summarizing, streamlining a script, or automating an interactive dashboard, find new ways of communicating key business information more clearly and efficiently

• Project management: take ownership of assigned analytics scope, working through ambiguity and collaborating cross-functionally to find value-added solutions and drive work to completion

• Teamwork & adaptation: with other experienced analytics resources on the team, together we continue to evolve our analytics alongside this quickly growing business, pivoting strategically when necessary, testing creative approaches, and continuously building our skillsets

What are we looking for?

We want strong collaborators seeking to make an impact. We are looking for people who thrive in a growth environment, are critical thinkers, team oriented, pay attention to detail, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor's degree in Analytics, Mathematics, Finance, Business or related discipline

• 2+ years experience supporting a business with analytics; financial services and insurance knowledge is a plus

• Basic SQL to fetch data and basic Python to transform/analyze large datasets

• Crafting reports and presentations in Microsoft Powerpoint

• Basic modeling and forecasting in Microsoft Excel, with opportunity to grow this skill and build more sophisticated forecast models in future

Preferences:

• Strong business reasoning: extracting key insights from data and connecting to big picture

• Experience with organizing data and creating visualizations in Jupyter Notebooks, Microsoft Excel & Smartsheet

• Experience building interactive dashboards with Tableau Prep/Desktop/Server is a plus

• Experience working with CRM data, Salesforce preferred.

• Clear written and verbal communication, tailoring content appropriately to a given audience

• Collaborative: you’ll need to virtually liaise with various LPL experts (Finance, Sales, data scientists…) to obtain a well-rounded understanding of the business

• Logical, organized, attentive to detail, self-starter, critical thinker, problem solver

Pay Range:

$66,100.00 - $110,100.00

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!

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.

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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.