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Client Comp Data Analyst

LPL Financial

LPL Financial

IT, Data Science
Multiple locations
Posted on Tuesday, June 11, 2024

Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? 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.

The successful candidate will support ongoing business needs as well as adapting to new ones presented by clients in areas including but not limited to: ad hoc reporting, gap analysis for sponsor payouts, tracking and macro level analysis of transitioning books of business, data feed support, process design and optimization, software project development support, and data research and analysis.

Responsibilities

  • Serve as an analytics business partner for the Client Compensation Organization by building key relationships and supporting the achievement of the department's priorities and key objectives

  • Interpret client needs into requirements and build business processes through data tools such as Alteryx, Tableau, or SQL

  • Partner with internal and external business units on transmission and ingestion of compensation data feeds

  • Analyze and translate data into key insights that will drive strategic decision making

  • Acquire comprehensive understanding of Compensation and the company’s technologies, products, and structure

  • Manage projects and coordinate across Client Compensation for both internal and external initiatives

  • Interact regularly with user groups to identify and define business requirements; document using LPL standards; Participate in business requirement meetings and document requirements in LPL-standard formats

  • User Story development and analysis for work orders and projects

  • Lead UAT efforts in coordination with our Technology QA Team and in support of control objectives

  • Liaison between business, product and technology teams to ensure User Stories are correctly captured in technology documentation

Qualifications

  • Bachelor’s degree in Business, Finance, Economics or similar

  • 3+ years in the brokerage and financial services industry

  • FINRA licensing a plus

  • Advanced Excel data analytics skills

  • Experience with Varicent, SQL, Python, or similar

  • Experience with Alteryx, Tableau or other BI software preferred

  • Experience with Lean, Agile, Six Sigma preferred

  • Working knowledge of Word, Outlook, Visio and PowerPoint

  • Ability to work under pressure and strong problem solving skills with a keen attention to detail

  • Excellent verbal and written communication skills

  • Strong customer service skills


Pay Range:

$25.48-$38.22/hour


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.