What if you could be a part of the team that transforms client experiences with cutting edge AI solutions by providing advisors and their staff with access to the most innovative self-help resources in the wealth management industry.
What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If the idea of creating insightful data analytics that shape the future of LPL's Digital Enablement products excites you, then this role at LPL Financial is the place for you!
Job Overview: We are seeking an aspiring and curious Sr Analyst to support the Service organization's Digital Enablement Team. This analyst will be responsible for creating innovative data analytics solutions to extract actionable insights that inform product strategy and prioritization. Products include LPL's client facing conversational AI chatbot, generative AI search, in-product contextual help, and the content which powers each of these self-help solutions. The ideal candidate will be asked to do more than data analytics. We're looking for an ambitious team player who is excited to stretch beyond data analytics and build their leadership skills by serving as a utility player when needed. This flexibility will be critical in enabling the broader Digital Enablement Team to deliver desired call deflection, client experience and cost savings outcomes.
Responsibilities: - Analyze and monitor key performance indicators (KPIs) such as product adoption, deflection efficacy, and experiential feedback.
- everage descriptive analytics and data visualization to extract actionable insights to improve product (eg AI Chatbot, GenAI Search, in-product contextual help) performance.
- Leverage AI tools and innovative analytics to identify opportunities to improve knowledge content which may be limiting performance and adoption of self-help resources.
- Provide training and change management support to internal stakeholders and advisors for new launches and product enhancements.
- Participate in (and lead aspects of) gathering and analysis of user feedback, usability testing and journey mapping / design to improve user experience.
- Partner with VP Journey Design to identify opportunities for workflow automation and in-product contextual help, and optimization of search functionality.
What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates
pursue greatness ,
act with integrity , and are
driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together and
create and share joy in our work.
Requirements: - Bachelor's degree in Computer Science, Engineering, Business, or related field; MBA or advanced technical degree preferred.
- 5+ years of experience in digital transformation, client experience, or project management
Core Competencies: - Excellent in communicating high-level strategies and simplifying complex analyses for executives.
- Strong leadership, communication, and stakeholder management skills.
- Possessed by a strong desire to learn and share findings with the team, fostering an environment where continuous learning thrives
- Demonstrated propensity for problem-solving.
- Exceptional collaborator, selfless and team player.
Pay Range: $83,400-$139,000/year
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!
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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit
Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL? - Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
- Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
- Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
- Impactful Work: Our size is just right for you to make a real impact. Learn more here!
- Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
- Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
- Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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
@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 .
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