Senior Business Analyst

7 days ago


San Diego, California, United States LPL Financial Holdings, Inc. Full time
Job Overview

The Senior Analyst will play a critical role in supporting the Institution Client Success (ICS) Team, providing analytical and project management expertise to drive business growth and improvement. This role will involve data analysis, project coordination, and business operations functions, requiring strong collaboration and communication skills.

Key Responsibilities
  • Track and analyze institution and contract renewal data to provide business insights and trend analysis
  • Manage special projects, including process improvements, data analysis, and report building
  • Drive cross-functional change efforts throughout ICS on behalf of the VP and Chief of Staff
  • Build and execute project plans to streamline coordination between firm stakeholders and inform institution technology and software implementations
  • Collaborate with IT partners on various implementations for institution clients
  • Develop materials and presentations to support business initiatives
Requirements
  • Bachelor's Degree or equivalent preferred
  • 2+ years' experience in data analysis and project management
  • Proficient in MS Excel and Power Point
  • Project management experience
Preferred Qualifications
  • Strong written and verbal communication skills
  • Ability to effectively interface with all levels of the organization
  • Strong attention to detail
Why LPL?

LPL Financial Holdings, Inc. is a leading independent broker-dealer, providing an integrated platform of proprietary technology, brokerage, and investment advisor services. We offer a work environment that encourages creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career with no limits.



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