VP, Data Analytics

LPL Financial•San Diego, CA

About The Position

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Are you interested in being leader and influencer within Business Intelligence by developing a vision and roadmap to automate reporting and identify business insights? Are you interested in driving the identification, design, and implementation of the key solutions to support LPL’s Service division? Are you interested in showcasing best in class Data Automation, Dashboard Design, and Insight Generation? Are you interested in solving complex business problems with complex data analytics puzzles? Are you interested in partnering with Technology and Infrastructure teams to develop a modern data warehouse to support analytics initiatives? Do you have a successful track record leading a team of technology or analytic developers? Are you interested in being part of a growing team that is working to transform and do things more efficiently and effectively? Job Overview: We are currently looking for a VP, Data Analytics who has the thought leadership to identify and manage a robust set of analytic and reporting solutions. This person should have leadership skills and technical understanding to manage multiple projects and ability to contribute to the development effort as needed. Additionally, this individual should have prior experience collaborating and consulting to build relationships with stakeholders, peers in technology/analytics, and senior leadership. The individual should have technical and business subject matter expertise needed to create business requirements that meet customer demand. This individual should also have experience working with a data warehouse to curate data to facilitate reporting and analysis. Last, this individual should have experience focusing on process improvement and building automated robust data pipelines.

Requirements

Bachelor’s degree in Data Science, Computer Science, Economics, Finance, Engineering, Statistics, Mathematics, Physics, Actuarial Sciences, or other highly quantitative discipline, plus 10+ years of experience or Master’s Degree, plus 9+ years of experience
10+ years of experience developing analytic solutions, including 2+ years leadership role
3+ years leveraging Tableau to deliver automated reporting
1+ years of experience developing reporting solutions that leverage a data warehouse
Technical Proficiency – Proficient in at least 1 data analytic language (SQL, SAS, etc.), and;
Operational Excellence – Experience managing a team to deliver solutions on time and aligned with expectations.
Leadership & Mentoring – Experience leading, mentoring and building relationships with less experienced analysts.
Positive attitude with an appetite for learning, tenacious in overcoming obstacles as well as for seeking, embracing, and applying feedback.
Strategic Agility – Demonstrated ability to identify problems, locate root cause, escalating with solutions in hand.
Stakeholder Relationship Management – Experience collaborating, consulting and building relationships with solution requestors (Business Units) and ultimately creating results for our advisors and their clients.
Problem Solving / Decision Making – Demonstrated ability to identify tactical and strategic solutions evidencing the ability to value progress over perfection and considering the big picture.

Responsibilities

Own Business Requests and Projects – Owns the Vision, Roadmap, and ROI for the Supervision Data Analytics & Reporting Program. Unite business objectives, product strategies, and stakeholder needs into specific actionable strategies (technical and non-technical) that enhance the efficiency and effectiveness of the Supervision Division.
Business Understanding – Develop positive relationships with business partners to understand their changing needs, manage expectations, deliver value-added solutions and support translation of problem statements into system requirements. Use customer and business feedback to inform roadmaps and non-functional goals. Act as a subject matter expert to credibly challenge the User Stories and Technical Acceptance Criteria.
Support Development of complex and continuous solutions by leading analysts to become a best-in-class analytics team. Collaborate with stakeholders to verify both user story and acceptance criteria for solutions, platforms, reporting and analytics are both functional and sustainable.
Data Understanding – Collaborate with stakeholders to identify appropriate data sources, communicate data quality validations and highlight known limitations and assumptions. Partner with Infrastructure and Technology partners to ensure timely and accurate development of data sets.
Data Preparation – Collaborate with developers to modernize existing ETL processes and migrate them to a more resilient Enterprise Solution. Work with stakeholders to identify and communicate known limitations and assumptions.
Deploy – Mentor analysts on quality data sourcing, data models, documentation and Test Case Scenarios, perform Quality Assurance, and obtain Business Unit approval. Assess opportunities for improvements by identifying future enhancements. Partner with Infrastructure and Technology teams to define data requirements, design data governance and testing processes, and develop curated data sets that facilitate reporting.
Continuous Improvement – Lead the process for identifying, evaluating, and implementing new technology tools. Develop product roadmaps, strategic recommendations, project plans, and governance models that drive a best-in-class user experience. Maintain a high level of familiarity with other system capabilities to make informed recommendations about potential upstream / downstream impacts.