Sr Analyst - Digital Enablement

LPL Financial • Charlotte, AZ

7d

About The Position

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. 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.

Nice To Haves

• Financial services /Wealth Management Industry Strongly preferred

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.

Benefits

• LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level