Operations Data Analyst, New Accounts

LPL Financial•Tempe, SC

4d•$24 - $40

About The Position

LPL Financial is seeking an experienced Operations Data Analyst, New Accounts to be responsible for the execution of transformation and automation initiatives that support New Accounts operational needs and requirements. This individual will have a key role in developing and analyzing the backlog of New Accounts solution opportunities and their priority on behalf of the business, in alignment with the Operations transformation strategy. In addition, will assist management with project scope, testing and oversight and analysis using daily, weekly and monthly statistical reports. The ideal candidate is forward thinking, project oriented, and highly analytical with strong attention to detail, excellent verbal and written skills and a team player with a positive attitude and the ability to think strategically.

Requirements

Bachelor's Degree in Finance or related field or minimum of 3 years relevant experience in financial service operations
3+ Years of business systems analysis or business process design experience or a combination of both
Microsoft Office Suite proficiency (Excel)
Solid experience in presentation and excellent verbal/written communications
Communication and relationship management skills [between team members and across lines of business] with ability to simplify complex concepts for consumption by all stakeholders including senior business leaders
Time management skills in a fast paced environment with ability to multitask, meet deadlines, and operate with minimal to no supervision
Solution oriented through data synthesis and analysis in order to support business cases
Thorough and detail-oriented with strong investigative skills and strong aptitude for new software and technologies
Ability to effectively interact with the full spectrum of project management stages [and development lifecycle] (i.e. Business Process Design, Analysis, Functional / Technical Design, Development, Architecture)
Strong ability to prioritize, calibrate, and deliver results with agility and a sense of urgency
Capacity to envision all associated parties and downstream impacts with a structured, logical approach
Creative, flexible, and self-motivated with a growth mindset and passion for excellence [superior collaboration skills]

Nice To Haves

New Accounts operations experience with broker/dealer
FINRA Series SIE, 99 or 7 licenses or ability to obtain SIE and 99 within 120 days
Lean, Six Sigma Green or Black Belt, Design Thinking, or Agile-Scrum Methodology
Business acumen in wealth management or related fields
Project management experience within an Operational environment using Kanban or a similar agile framework
Experience with Jira, Tableau, Smartsheet, BETA, Python, Lucid, SQL
Experience as a Change Agent, able to define the future state and implement change as necessary

Responsibilities

Provide data and analytical support for New Accounts Operations (NAO)
Assess areas of improvement using data analysis, flow charts, for the transformation of current operations functions
Participate and provide feedback in product increment planning activities and capacity planning
Develop and analyze solution opportunities to meet department goals
Communicate with critical business partners as the NAO representative for requirements and transparency of transformation efforts – particularly with LPL Product, Compliance and Technology teams
Build and deliver statistical reporting of required department reports that consist of daily, weekly, monthly and ad hoc requests
Act as a resource to the department and be able to apply complex knowledge of the overall account opening and maintenance process for inquiries received from internal stakeholders and vendors
Evaluate and make data driven optimization recommendations to the senior leadership team