Sr Analyst - Digital Enablement

LPL Financial•Charlotte, TX

21h

About The Position

What if you could be a part of the team that transforms client experiences with cutting edge AI solutions by providing advisors and their staff with access to the most innovative self-help resources in the wealth management industry. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If the idea of creating insightful data analytics that shape the future of LPL’s Digital Enablement products excites you, then this role at LPL Financial is the place for you! Job Overview: We are seeking an aspiring and curious Sr Analyst to support the Service organization’s Digital Enablement Team. This analyst will be responsible for creating innovative data analytics solutions to extract actionable insights that inform product strategy and prioritization. Products include LPL’s client facing conversational AI chatbot, generative AI search, in-product contextual help, and the content which powers each of these self-help solutions. The ideal candidate will be asked to do more than data analytics. We’re looking for an ambitious team player who is excited to stretch beyond data analytics and build their leadership skills by serving as a utility player when needed. This flexibility will be critical in enabling the broader Digital Enablement Team to deliver desired call deflection, client experience and cost savings outcomes.

Requirements

Bachelor’s degree in Computer Science, Engineering, Business, or related field; MBA or advanced technical degree preferred.
5+ years of experience in digital transformation, client experience, or project management
Excellent in communicating high-level strategies and simplifying complex analyses for executives.
Strong leadership, communication, and stakeholder management skills.
Possessed by a strong desire to learn and share findings with the team, fostering an environment where continuous learning thrives
Demonstrated propensity for problem-solving.
Exceptional collaborator, selfless and team player.

Responsibilities

Analyze and monitor key performance indicators (KPIs) such as product adoption, deflection efficacy, and experiential feedback.
Leverage descriptive analytics and data visualization to extract actionable insights to improve product (eg AI Chatbot, GenAI Search, in-product contextual help) performance.
Leverage AI tools and innovative analytics to identify opportunities to improve knowledge content which may be limiting performance and adoption of self-help resources.
Provide training and change management support to internal stakeholders and advisors for new launches and product enhancements.
Participate in (and lead aspects of) gathering and analysis of user feedback, usability testing and journey mapping / design to improve user experience.
Partner with VP Journey Design to identify opportunities for workflow automation and in-product contextual help, and optimization of search functionality.