Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
Excited to learn more? If so, then this could be the role for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
Our Senior Analyst will be responsible for performing various analyses and evaluations on a variety of topics related to call center and operational performance. The Senior Analyst will assist members of the team with data analytics, ad-hoc data querying and manipulation, and producing reports for volume trends and personnel needs to meet volumes while maintaining SLAs.
Responsibilities:
- Manages a team of workforce management and business analyst professionals who develop and manage long-term and short-term workload forecasting, staffing models, and call center performance metrics.
- Creates what if scenarios and presents recommendations for staffing, forecasting, and budgeting purposes to ensure the call center has sufficient resources to operate effectively.
- Creates and produces reports on historical data and forecasting results from applicable systems. Analyzes and interprets data and independently implements solutions. Provides insight through analytics to call center leadership and maintain or create sustainable dashboards.
- Focuses on aligning existing staff to the current operational needs (1-12 months out) as well as future strategic needs (1-3 years out) of the business in partnership with Human Resources. Importantly, this role also aligns individual employee development and experience needs as part of the people strategy.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
- Minimum 10 years of progressive experience in Call/Call Center forecasting and capacity planning.
- Experience with organizational change and project management utilizing fundamental methodologies
- Experience providing business analysis and providing feedback on requirements and designs to ensure the end user’s optimal experience
- Proven ability to manage through change resulting from concurrent complex projects
- Experience breaking down complex changes into manageable chunks of work and stay on top of the deliverables through execution and adoption
- 3+ years’ experience in the financial industry.
- Demonstrated ability to interact with and influence senior leaders
- Excel, PowerPoint, and database experience
- Experience with VBA or SQL is a plus
Core Competencies:
- Bachelor's degree in Business, Economics, Finance, Statistics, or similar field.
- Excellent process management and problem-solving skills.
- Ability to evaluate and provide solutions to complex situations and problems.
- Very strong analytical skills coupled with effective verbal and written communication ability.
- Effective team player.
- Desire to learn and grow as well as help others learn and grow.
- Ability to present complex information in a clear and concise way.
- Enthusiastic, positive attitude.
Pay Range:
$132,300.00 - $220,500.00
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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it’s like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
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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.
Top Skills
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs.
With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way.
Your greatness is our goal.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
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