Senior Analyst, Advisor Experience, Design and Execution – Investment Products
LPL Financial
full-time
Posted on:
Location Type: Hybrid
Location: Fort Mill • California • South Carolina • United States
Visit company websiteExplore more
Salary
💰 $81,499 - $135,831 per year
Job Level
About the role
- Driving operational excellence by managing end-to-end project workflows
- Analyzing performance metrics
- Implementing solutions to meet advisor demand and firm-wide goals
- Translating complex data into actionable insights
- Optimizing processes and leading cross-functional teams
- Monitoring order flows, trade activity, and platform usage
Requirements
- Bachelor's degree
- 4 years of related experience in the financial services industry.
- Strong organization, communication and stakeholder management skills
- Proficiency in investment product knowledge and project management experience.
- Proficiency in SQL, Excel, Python, and BI visualization tools (Tableau/Power BI).
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 & Tools
SQLExcelPythonBI visualization toolsTableauPower BIproject managementperformance metrics analysisdata analysisprocess optimization
Soft Skills
organizationcommunicationstakeholder managementleadershipcross-functional team management
Certifications
Bachelor's degree