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Senior Business Systems Analyst

LPL Financial

LPL Financial

California, USA · Texas, USA · Remote
Posted on Thursday, September 14, 2023

Are you a team player? Are you curious to learn? Are you interested in working in 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!

Excited to learn more? If so, then this could be the role 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 18,000 financial advisors, 800 institution-based investment programs and 450 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:

Joining as a Senior Business Data Analyst, Investor Experience, which is within the Technology business unit, you will be responsible for analyzing and translating business strategy and objectives into business requirements based on technical information. The candidate should be capable of developing a vision for end-state deliverables and possess the drive to ensure that the vision and success criteria of the solution are met. This role will work with the firm’s legacy Advisor Compensation team, providing partnership with our business partners to elicit requirements, as well as collaborating with the development team to establish successful maintenance and enhancement activities. As such, having an understanding of basic programming and SQL concepts is a must.


  • Liaison with business, product and development teams that support the Compensation area to conduct analysis of business processes, systems, and data to identify areas for improvement, streamline processes, and increase operational efficiency.

  • Document and develop functional requirements into actionable, development ready work items for an agile scrum team.

  • Perform data analysis to support validation of requirements and solutions assessment.

  • Manages customers’ expectations and ensures technology solutions meet customers’ needs.

  • Partner with multiple teams to triage and troubleshoot defects and technology related issues.

  • Communicate (both verbally and through appropriate documentation) with technical and non-technical groups on a regular basis as part of product/project support.

  • Conduct insightful, ad hoc analyses to investigate ongoing or one-time issues.

  • Document data sources and mappings to support reporting and other data requirements,

  • Manage and ensure requirements are met through the entire SDLC process by participating in design discussions, QA, UAT and deployment.

  • and transform it into actionable insights and meaningful requirements.

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.


  • 1+ years working in the following Methodologies: Agile, SDLC, SAFe, experience as an SME Analyst or.

  • 2+ years collecting, organizing, analyzing, and disseminating significant amounts of information with attention to detail and accuracy.

  • 2+ years of experience understanding basic concepts of relational databases and can write their own SQL queries for the analysis.

  • 1+ years of experience with Microsoft Excel and/or SQL experience, including querying the Database (SQL) to pull, aggregate and structure data in support of writing requirements for feature or problem analysis.

  • 2+ years working in a compensation workspace

Core Competencies:

  • Strong verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts.

  • Strong analytical and problem-solving skills.

  • Ability to multi-task and prioritize tasks.

  • Successfully engage in multiple initiatives simultaneously and demonstrated ability to deal with ambiguity.

  • Creation of user stories and acceptance criteria.


  • Prior experience in creating workflows and diagrams for documentation of data and process flows is a plus.

  • Basic Programming awareness, primarily to step through logic to identify what a program might be doing. Examples include select, from, distinct, where, order by, identifying a variable, if, then, when, else, cursor, loop, case statement, group by, join, union, primary key, trigger, table, view, materialized view.

  • Experience with the financial services industry.

  • Ability to interface with customers to gather business needs and to present solutions.

  • Experience working with remote teams.

Pay Range:


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.

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 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.