Strategic Data Insights Lead

7 days ago


San Diego, California, United States LPL Financial Full time
Company Overview:
LPL Financial is a leading independent broker-dealer that provides an integrated platform of proprietary technology, brokerage, and investment advisor services. We take care of our advisors, so they can take care of their clients.

Job Summary:
The Assistant Vice President, Supported Models will join our innovative, entrepreneurial, high-performing Supported Models team that leads the evolution of LPL's go-to-market strategy with new business lines and advisor affiliation models. This role requires a strong background in data analysis and project management to drive strategic initiatives and data insights within LPL's Supported Models.

Salary:$96,800.00 - $161,300.00

Responsibilities:
  • Lead end-to-end management of multiple projects, from initiation to delivery, ensuring alignment with business objectives.
  • Develop project plans, timelines, milestones, and reporting, and coordinate with internal and external stakeholders.
  • Monitor project progress and adjust plans as needed to meet deadlines and ensure successful outcomes.
  • Collaborate with cross-functional teams, including business line strategy teams, data analysts, and other key stakeholders to ensure smooth project execution.
  • Serve as a key point of contact for stakeholders, providing regular updates and managing expectations.

Requirements:
  • 5+ years of experience in project management or similar role, with at least 2 years managing data-focused or analytics-driven projects. Background in financial services is a plus.
  • Proven experience managing multiple projects simultaneously.
  • Strong understanding of data analysis techniques and tools.
  • Proficiency in project management tools (e.g. Smartsheet).
  • Knowledge of data analytics tools (e.g. Tableau, Power BI, Salesforce, Oracle, Alteryx).

Benefits:We offer a highly competitive Total Rewards package 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.

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