Sr Analyst, Business Mgt./Operations

LPL Financial Services•Austin, TX

57d•Hybrid

About The Position

At LPL Financial we consider it our mission to take care of our advisors so they can take care of their clients. The ideal candidate will understand the financial services industry and possess a willingness to operate in a dynamic, fast-paced, collaborative environment. The Senior Analyst will support project & task assignments to assist the office of the CIO in delivering business results. They will regularly exercise excellent business judgment to support high visibility tasks and projects. This is a great opportunity for a self-starter looking to support business operations and grow in their ability to plan, design, and execute strategically.

Requirements

Bachelor's degree or equivalent industry experience
5+ years business operations or project management experience
Advanced knowledge of MS Office tools; proficiency in Excel & PowerPoint.
Proficiency in Tableau or similar reporting/workflow building tools
Strong analytical, problem-solving, and critical thinking skills
Strong knowledge of SharePoint or Confluence
High attention to detail and excellent business judgment with successful track record for working independently
Resourceful problem solver that is able to quickly adapt to changing priorities
Strong collaborator and relationship builder able to interact professionally with a diverse group of executives, managers and stakeholders
Ability to multi-task and work well under pressure in a fast-paced environment with commitment to deliver under tight deadlines
Highly organized with critical thinking skills and a knack for planning and execution
Desire to learn and grow as well as help others learn and grow
Excellent written and verbal communication skills with ability to present information in differing degrees of detail and form depending on the audience

Nice To Haves

5+ years of experience in financial services or technology industry

Responsibilities

Assume responsibility of tasks while advancing skills in execution, project management, reporting and analytics, planning and process improvement
Support strategic initiatives and execution of enterprise and technology business goals and deliverables
Provide accurate, clear and concise research and analysis on a variety of operational programs and practices, bringing results to management to ensure proper perspective for decision making
Actively monitor and analyze trends to inform management's view of opportunities and approach to innovation and change
Leverage data to identify opportunities and influence capabilities and process enhancements and propose solutions or workarounds
Work cross-functionality to deliver & implement more efficient processes
Research and resolve unknowns independently by leveraging resources and navigating the organization to obtain information and achieve objectives
Drive continuous improvement by proposing ways to leverage business operation and data tools, automated workflows, or AI to streamline our team's ability to operate & execute on our initiatives