LPL Financial
Overview
Sr. Data & Business Analyst role at LPL Financial. Join to apply for the Sr. Data and Business Analyst role at LPL Financial. At LPL Financial we consider it our mission to take care of our advisors so they can take care of their clients. Joining as Senior Data & Business Analyst, you will be responsible for building and maintaining sustainable, scalable products and capabilities that support our advisors to deliver world-class services for their investors. Responsibilities
Develop technical and business requirements utilizing advanced problem-solving methodologies, encompassing both diagnostic and prognostic approaches. Collect, document, and evaluate business requirements pertaining to data and analytics. Engage with stakeholders to establish KPIs, reporting needs, and data-driven solutions. Convert business challenges into analytical frameworks and data solutions by acting as a bridge between business and technical teams. Draft Jira stories and obtain approval for the requirements. Construct complex SQL queries to analyze data and relate it to business requirements. Gather, cleanse, and examine extensive datasets to identify trends, patterns, and business insights. Evaluate changes in upstream applications and implement necessary modifications in the data warehouse; assess downstream effects and respond promptly. Investigate impacts of changes in data granularity within source systems. Ensure data accuracy and integrity through validation throughout the SDLC. Collaborate with technical leads to develop technical Jira stories and documentation. Guide the scrum team and stakeholders during story refinement sessions, ensuring requirements align with LPL standards. Perform query and reporting analyses and communicate findings to stakeholders and the development team. Document mappings from data sources to targets and conduct root cause analyses on production issues. Collaborate with the project team to translate business requirements into actionable solutions. Work with the Product Owner to prioritize tasks and outline the product roadmap. Foster and maintain cross-functional relationships with business partners, the product management office, and technical collaborators. Regularly prepare and present status reports to all stakeholders and leadership. 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
5+ years of technical experience writing complex SQL queries and/or database development 5+ years of experience working as a business and data analyst in a mid-sized to large organization. 2+ years working on a scrum team and following agile methodology. Experience in crafting epic stories and tasks within JIRA. Core Competencies
Detail-oriented and critical thinker. Ability to manage multiple initiatives simultaneously with time management and organization. Ability to work independently, adapt to shifting priorities, and demonstrate leadership in a fast-paced environment. Keen attention to detail and strong problem-solving abilities from operational and technical perspectives. Excellent written and oral communication skills, strong interpersonal skills, and ability to interact professionally with diverse groups. Experience with Data Warehousing is a plus. Preferences
Experience with AWS and DBT. Financial services experience Snowflake experience Pay Range
$83,400-$139,000/year Actual base salary varies based on factors such as relevant skill, prior experience, education, internal peers’ base salaries, performance, and location. The LPL Total Rewards package includes benefits such as 401K matching, health benefits, employee stock options, PTO, volunteer time off, and more. Your recruiter can discuss all that LPL has to offer. Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded to empower advisors and institutions. LPL serves more than 23,000 financial advisors and supports about 1,000 institutions and 580 RIAs nationwide. We are committed to the advisor-mediated model and providing access to personalized guidance from financial professionals. We take care of our advisors and institutions so they can take care of their clients. Join LPL
Join LPL Financial: Where Your Potential Meets Opportunity. We believe everyone deserves objective financial guidance and offer an integrated platform of technology, brokerage, and investment advisory services. Why LPL?
Innovative Environment Limitless Career Potential Unified Mission Impactful Work Equality and Diversity Community Focus Benefits and Total Rewards Referrals increase your chances of interviewing at LPL Financial. EOE. Information on Interviews: LPL will communicate from an @lplfinancial.com email and will not request payment or bank/credit card information. For questions, contact LPL Human Resources Solutions Center at (855) 575-6947. Seniority level: Mid-Senior level. Employment type: Full-time. Job function: Research, Analyst, and Information Technology. Location: Charlotte, NC
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Sr. Data & Business Analyst role at LPL Financial. Join to apply for the Sr. Data and Business Analyst role at LPL Financial. At LPL Financial we consider it our mission to take care of our advisors so they can take care of their clients. Joining as Senior Data & Business Analyst, you will be responsible for building and maintaining sustainable, scalable products and capabilities that support our advisors to deliver world-class services for their investors. Responsibilities
Develop technical and business requirements utilizing advanced problem-solving methodologies, encompassing both diagnostic and prognostic approaches. Collect, document, and evaluate business requirements pertaining to data and analytics. Engage with stakeholders to establish KPIs, reporting needs, and data-driven solutions. Convert business challenges into analytical frameworks and data solutions by acting as a bridge between business and technical teams. Draft Jira stories and obtain approval for the requirements. Construct complex SQL queries to analyze data and relate it to business requirements. Gather, cleanse, and examine extensive datasets to identify trends, patterns, and business insights. Evaluate changes in upstream applications and implement necessary modifications in the data warehouse; assess downstream effects and respond promptly. Investigate impacts of changes in data granularity within source systems. Ensure data accuracy and integrity through validation throughout the SDLC. Collaborate with technical leads to develop technical Jira stories and documentation. Guide the scrum team and stakeholders during story refinement sessions, ensuring requirements align with LPL standards. Perform query and reporting analyses and communicate findings to stakeholders and the development team. Document mappings from data sources to targets and conduct root cause analyses on production issues. Collaborate with the project team to translate business requirements into actionable solutions. Work with the Product Owner to prioritize tasks and outline the product roadmap. Foster and maintain cross-functional relationships with business partners, the product management office, and technical collaborators. Regularly prepare and present status reports to all stakeholders and leadership. 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
5+ years of technical experience writing complex SQL queries and/or database development 5+ years of experience working as a business and data analyst in a mid-sized to large organization. 2+ years working on a scrum team and following agile methodology. Experience in crafting epic stories and tasks within JIRA. Core Competencies
Detail-oriented and critical thinker. Ability to manage multiple initiatives simultaneously with time management and organization. Ability to work independently, adapt to shifting priorities, and demonstrate leadership in a fast-paced environment. Keen attention to detail and strong problem-solving abilities from operational and technical perspectives. Excellent written and oral communication skills, strong interpersonal skills, and ability to interact professionally with diverse groups. Experience with Data Warehousing is a plus. Preferences
Experience with AWS and DBT. Financial services experience Snowflake experience Pay Range
$83,400-$139,000/year Actual base salary varies based on factors such as relevant skill, prior experience, education, internal peers’ base salaries, performance, and location. The LPL Total Rewards package includes benefits such as 401K matching, health benefits, employee stock options, PTO, volunteer time off, and more. Your recruiter can discuss all that LPL has to offer. Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded to empower advisors and institutions. LPL serves more than 23,000 financial advisors and supports about 1,000 institutions and 580 RIAs nationwide. We are committed to the advisor-mediated model and providing access to personalized guidance from financial professionals. We take care of our advisors and institutions so they can take care of their clients. Join LPL
Join LPL Financial: Where Your Potential Meets Opportunity. We believe everyone deserves objective financial guidance and offer an integrated platform of technology, brokerage, and investment advisory services. Why LPL?
Innovative Environment Limitless Career Potential Unified Mission Impactful Work Equality and Diversity Community Focus Benefits and Total Rewards Referrals increase your chances of interviewing at LPL Financial. EOE. Information on Interviews: LPL will communicate from an @lplfinancial.com email and will not request payment or bank/credit card information. For questions, contact LPL Human Resources Solutions Center at (855) 575-6947. Seniority level: Mid-Senior level. Employment type: Full-time. Job function: Research, Analyst, and Information Technology. Location: Charlotte, NC
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