Epic Beacon Analyst
Applied Nutrition
Senior Analyst, Client Experience
LPL Financial
full-time
Posted on:
Location Type: Remote
Location: Remote • New Jersey • 🇺🇸 United States
Visit company websiteSalary
💰 $70,013 - $116,688 per year
Job Level
Senior
About the role
- Support design and implementation of a consistent end investor experience
- Partner with VP and AVPs on strategic initiatives
- Design and execute marketing, client resources, and engaging communication tactics
- Maintain key tech resources to support execution of segmented client strategies
- Conduct research to find out more about customer behavior and preferences
- Develop and execute measurement tools on a weekly basis
- Manage projects that will deliver improvements to investor or advisor experience
Requirements
- Bachelor’s degree, or additional experience in lieu of education
- 4+ years' professional experience
- 2+ years' experience working on client experience & marketing design
- Minimum 1 year of financial services industry experience
- High proficiency with the Microsoft Office product suite: Excel – advanced, PowerPoint – advanced
- Experience with Salesforce as a CRM and its reporting capabilities
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
marketing designclient experiencemeasurement toolscustomer behavior research
Soft skills
communicationproject managementstrategic initiative collaboration
