VP of Business Intelligence

3 weeks ago


San Diego, United States LPL Financial Full time

Vice President Of Business IntelligenceDo you enjoy exploring ways companies grow? What about exploring ways financial advisors grow? Do you enjoy leading a team of data analysts, analyzing data, uncovering insights, developing performance reporting for c-suite executives, and providing actionable recommendations based on these insights? How about working across different business units to achieve a common goal? Are you passionate about the financial advice industry and whats ahead?If so, the Vice President of Business Intelligence role in our Growth Strategy & Analytics team could be for youThe VP role will be a key player in using data and reporting to drive the future growth of LPL and our financial advisors. We are looking for candidates who are adept at leading teams, working with large data sets, finding insights, making presentations that tell stories from data insights, and creating monthly corporate wide accountability performance reports. The VP role will also be responsible for coordinating a cross-organizational growth effort, working closely with leaders from across the organization, driving towards a common goal.The VP role will be part of our fast-paced Growth Strategy & Analytics team where LPL dreams big setting an ambitious growth vision then interacting with stakeholders across the organization to turn this vision into reality.This role can be based in either our San Diego or Fort Mill office.Responsibilities:As a Vice President of Business Intelligence you will:Lead a team of analystsRun analysis to identify key growth levers for financial advisorsRun correlation analysis to better understand the relationship between financial advisor growth and macro-trendsEstablish centralized growth database, pulling from various data sourcesBuild interactive dashboards that lead to actionCreate monthly growth reportingDesign process for company-wide growth data to be updatedCollaborate with business units and leadersTrack on-track, off-track company-wide performanceKeep business units accountable to improve KPIsCreate presentations from uncovered insights that will be presented to C-suite executivesBe willing and excited to be a "utility player"Interact with customers to receive feedback and uncover insightsBe a key team member in the team responsible for defining and implementing LPLs growth strategyBe an ambassador for LPL, building relationships with business partners to accelerate opportunitiesWhat Are We Looking For?We are looking for a high energy leader, versatile thinker-doer with a robust understanding of growth strategies and data analysis & performance reporting. We are looking for people with a growth mindset, strong organizational, critical thinking, and analytical skills.Requirements:Bachelors degree in Business, Strategy, Data, Engineering, or the Liberal Arts8+ years of experience in either data analysis, strategy, or consulting in areas that include: performance reporting, database management, growth strategy, growth hacking, innovation and new ventures, product strategy & developmentCore Competencies:Superior people and communication skillsExperience building relational databases and automation with common database software (e.g., SQL, Python, Alteryx, Power BI, Tableau)Superior analytical skills with an ability to identify relevant data + insights and present in an actionable mannerAdvanced with MS Excel including pivot tables and complex logic-based formulasExperience translating data into insights into narratives / presentationsPreferences:Familiarity with SnowflakeExperience with forecasting & building machine learning modelsKnowledge of the wealth management industry, and how financial advisors growSuperior presentation skills & ability to build a story narrativeAble to take complex topics and make them easy to understandExperience of merging human-centered design with growth strategyPay Range:$149,000-$248,400/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 offerCompany Overview:LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.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.Join LPL Financial: Where Your Potential Meets OpportunityAt LPL Financial, we believe that everyone deserves objective financial guidance. As the nations leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.



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