Supervision Performance & Automation Analyst

Responsibilities

Support and collaborate with more experienced colleagues to deliver large-scale solutions across a variety of projects & initiatives.
Jointly participate in projects & tasks while advancing skills in discovery, design, and implementation of process improvements and automated workflows.
Optimize processes by conducting stakeholder interviews to compile needs assessment, identify requirements, and support solution design.
Conduct data validation and process testing exercises, identifying defects and proposing solutions or workarounds.
Work cross-functionality to deliver & implement more efficient workflows by combining backend data sources in Alteryx.
Research and resolve unknowns independently by leveraging resources and navigating the organization to obtain information and achieve objectives.
Drive continuous improvement by proposing ways to leverage data aggregation tools, automated workflows, or AI to streamline our team’s ability to operate & execute on our initiatives.

Requirements

• Bachelor’s degree or equivalent industry experience
• 1+ years of experience in data sourcing, extraction, or analytics
• Experience in Excel, SQL, python, and/or Alteryx
• Analytical, problem-solving, and critical thinking skills

Core Competencies

• Attention to detail and excellent business judgment with successful track record for working independently
• Resourceful problem solver that is able to adapt to changing priorities
• Ability to multi-task and work well under pressure with commitment to deliver under tight deadlines
• Demonstrates work ethic and possesses a natural curiosity with a commitment to continually learn and grow
• Written and verbal communication skills with ability to present information in differing degrees of detail and form depending on the audience

Preferred

• Knowledge of Supervision, securities licenses a plus (7, 66/63)
• Prior experience replacing manual workflows by aggregating data to create automated or more efficient solutions

Pay Range

$63,860.00 - $106,399.00

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Interview Information

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.