AVP, Data Analytics

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

The AVP of Reporting & Analytics will be a key member of the team responsible for the delivery of robust reporting and analytics solutions for LPL’s Supervision organization. This role will be responsible for the creation of analytics, insights and reporting in support of Supervision.  The AVP will work with all levels of staff in the various divisions of LPL Financial. The candidate must have experience with data analysis, databases, dashboard development, and leveraging AI in an analytical role. You will assist in the development of data sources used to identify and share insights with the business. In this position, you will develop high quality actionable Supervision dashboards with the intent to drive insights into the business. The candidate’s ability to effectively interact with our business stakeholders, understand data science concepts, and leverage AI tools for business insights will be key to success in this role

Responsibilities:

• Partner with Supervision stakeholders, business analysts, and data analysts to develop solutions to support the Supervision line of business
• Develop insightful dashboards that summarize business activity and surface key actionable metrics
• Leverage Tableau and Snowflake to develop automated reporting
• Leverage AI tools (copilot, Cursor, etc) to derive insight from existing business data
• Understanding of Data Science concepts and how they can be applied to the business data
• Communicate with stakeholders across the organization to ensure the information delivered is impactful to the business
• Perform at a high standard where quality, accuracy, innovation and effectiveness are top priorities
• Focus on delivering insights accurately and on time.
• Partner with other analytics teams to ensure business goals are met

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:

• Tableau: 5+ years
• Analytics Supporting a Business Unit: 2+ years
• Leveraging AI to Support Analytics: 1+ years
• SQL/Snowflake: 3+ years writing and maintaining independent reporting queries (joins, CTEs, window functions, aggregations) in an enterprise data warehouse environment.
• Bachelor’s Degree

Core Competencies:

• Highly proficient using Tableau to design interactive dashboards
• Highly proficient partnering with stakeholders to understand their business and develop reporting solutions to meet their needs
• Proficient with AI tools to analyze and derive insights from data
• Experience supporting an Enterprise Reporting Infrastructure with a focus on automation
• Self-service SQL capability for reporting: can validate data, troubleshoot discrepancies, and deliver reliable outputs while coordinating with Data Engineering on pipeline context and dependencies.
• Experience with statistical and data science concepts and how they can be applied in a business setting
• Experience leveraging data warehouses for reporting and analysis
• Ability to translate business questions into accurate, production-ready reporting queries without relying on engineering for day-to-day query development.

Preferences:

• Preferred major in Computer Science, Finance, Statistics, MIS

 

Pay Range:

$103,309.00 - $172,113.00
 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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.

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 www.lpl.com.

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 (855) 575-6947.

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