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Sr. Analyst - Pricing & Revenue Strategy

LPL Financial

LPL Financial

Multiple locations
Posted on Saturday, January 20, 2024

Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills, and problem-solving? LPL Services Group is in need of a Sr. Analyst, Capacity Modeling & Analytics who demonstrates with excellent business acumen, detail orientation, and an analytic mindset. This role sits within the LSG Pricing & Revenue Strategy team, which supports the growth of outsourced solutions for financial advisors & institutions. Excited to learn more? If so, then this could be the role for you!

Job Overview:

The ideal candidate will have proven experience in business management or consulting roles, and have the ability to develop actionable insights and recommendations that enable timely and effective operational and strategic decision-making. This individual will need to partner effectively across several organizations with a key mindset towards operational performance. Additionally, this individual will support our Product and Pricing org to help understand customers better via data driven analysis and segmentation. The successful candidate will be self-motivated, intellectually curious, a comfortable with ambiguity and working independently, able to focus on details while thinking strategically, and an excellent problem solver.


Capacity Management

  • Lead monthly dialogues with Sales, Product, and Delivery organizations to review operations and discuss hiring plan relative to projected growth

  • Enhance and maintain capacity models for service delivery

  • Identify and address capacity planning and management issues in a timely and effective manner

  • Leverage a wide variety of operational and financial data sets to conduct scenario forecasts around capacity needs.

  • Support operations and cross-functional projects as needed to drive process efficiency, and delivery enhancements

  • Communicate capacity management updates to executive leadership

Data Analysis & Market Sizing

  • Collect, compile, and analyze data to understand customer demographics and preferences

  • Identify factors influencing product demands

  • Define total addressable market and segments for product growth opportunities

  • Analyze findings and present ways to maximize sales and market penetration of products

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. The ideal candidate will have a passion for applying logical and analytical reasoning towards reporting and analytics to drive business results. In addition to being highly organized, key characteristics of the ideal candidate include:


  • 3+ years of experience in Business Analysis

  • 3+ years of experience in Data Analysis

  • Advanced excel knowledge


  • Excellent organization skill and attention to detail

  • Experience in product operations, product delivery, finance and/or analytics

  • Excellent data gathering, analytical and problem-solving skills

  • Financial Modeling experience

  • Skilled communicator in meetings and via PowerPoint

  • Operational Excellence Experience (process improvement, Lean, project management)

  • Experience with SQL, Python, Alteryx for data automation analyses

  • Driven individual, always seeking to improve and grow

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.

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We take social responsibility seriously. Learn more here

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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 (800) 877-7210.