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Strategic Business Operations Analyst

2 months ago

Fort Mill, South Carolina, United States LPL Financial Full time

Are you a collaborative professional with a passion for analytics? If you thrive in a dynamic environment and are eager to contribute to impactful projects, LPL Financial could be the ideal workplace for you.

About LPL Financial: Founded on the belief that the firm should prioritize the advisor's needs, LPL Financial (Nasdaq: LPLA) stands as a leader in the financial services industry. We support over 22,000 financial advisors and are committed to providing them with the independence and resources necessary to serve their clients effectively.

Position Overview: As a Strategic Business Operations Analyst, you will be integral in supporting the Chief of Staff within the Investor Experience Technology division. Your responsibilities will encompass providing analytical, operational, and administrative assistance to optimize the Chief of Staff's initiatives aimed at enhancing the Investor Experience Technology team’s performance.

Key Responsibilities:

  • Collaborate with the Finance team to gain insights into budgeting and forecasting systems.
  • Assist teams in comprehending their strategic plans and associated expenditures.
  • Ensure financial accuracy and clarity through expert support.
  • Collect, analyze, and interpret data from diverse sources to generate actionable insights.
  • Prepare comprehensive reports, presentations, and visualizations to communicate findings effectively.
  • Monitor and report on key performance indicators (KPIs) to the Chief of Staff.
  • Identify opportunities for operational enhancements and propose strategies for process optimization.
  • Implement best practices and standard operating procedures across the organization.
  • Support the Chief of Staff in managing operational tasks and ensuring timely project completion.
  • Facilitate effective communication between the Chief of Staff's office and various stakeholders.
  • Prepare materials for meetings and executive presentations.
  • Build and maintain strong relationships across all organizational levels.

What We Seek: We are looking for individuals who excel in collaboration and are dedicated to delivering exceptional client experiences. Ideal candidates will thrive in fast-paced settings, possess a client-centric mindset, and demonstrate a commitment to creativity and continuous improvement.

Qualifications:

  • A minimum of 5 years of experience in technology-related roles such as business management, project management, or financial analysis.
  • Proven experience managing substantial technology budgets exceeding $30 million.
  • Experience overseeing resource planning for large teams of technologists.
  • Proficiency in Microsoft Office, particularly Excel and PowerPoint.

Preferred Skills:

  • Strong emotional intelligence and people management capabilities.
  • Experience in business management within large organizations.
  • Background in financial and data analysis.
  • Experience in preparing leadership presentations.
  • Familiarity with technology financial support.

Compensation: The salary range for this position is competitive and reflects the skills and experience of the candidate.

Why Choose LPL? At LPL, we believe in the importance of objective financial guidance for everyone. As a leading independent broker-dealer, we provide a supportive work environment that fosters creativity and growth. Join us in our mission to empower advisors to better serve their clients.

Commitment to Diversity: We value diverse perspectives and backgrounds, fostering an inclusive environment where all employees can thrive.