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AVP Tech, Business Analyst

LPL Financial
United Statesfull_timeVerifiedPosted 3 Nov 2025
💰 $172,625/yr($103,575/yr – $172,625/yr)

About the role

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.

Job Overview:

This position will be responsible to support Reference Data Master (System of Record) team with analysis and delivery of quality data around multiple strategic initiatives. This role will be required to analyzing and understanding the needs of the business, translating them into functional requirements, and collaborating with technology teams to develop solutions that align with business objectives within the Fintech industry. We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement.

Responsibilities:

  • Analyze and translate business requirements into a solution and analyze tradeoffs between effort and return on value. Socialize these tradeoffs with the project team and stakeholders. 

  • This role involves analyzing complex business processes, identifying areas for improvement, and recommending technology-driven solutions to enhance efficiency and innovation. 

  • Contributes to the business short-and long-term planning sessions and provides direction to ensure understanding of business goals and direction.

  • They would also be involved in stakeholder management, SME coordination, communicating requirements to the development team, and ensuring that the final product meets the needs of the business. 

  • This includes collaborating with internal and external resources to ensure understanding of business needs, nonfunctional requirements and functional design. Work with Product Owners and Scrum Masters to plan and prioritize sprints.  

  • The position will perform data mining, mapping and compile the data analysis and lead design sessions.

  • This position will also involve team coordination around design, development and release activities. This includes maintaining high standards of documentation with detailed business values, high level data flow diagrams and usage of data by consumers.

  • The candidate should be capable of developing a vision for high quality products and have the drive to ensure that the vision and success criteria are met.

  • Strategically manage and ensure requirements are met through the entire SDLC process by participating in design discussions, UAT and deployments.

  • Review test plans and perform user acceptance testing when necessary. Work with architects to build Blueprints and road maps.

  • Provide status updates and reporting throughout the life cycle of each project to Sr leaders and stakeholders. 

  • Identify risks and dependencies early in the project lifecycle and communicate them to the team.  

  • Efficiently manage a team within a fast-paced technology environment.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

  • Bachelor’s degree or equivalent experience required; master’s degree preferred.  

  • 7+ years of relevant work experience required; financial services industry experience preferred.  

  • Ability to manage competing priorities simultaneously while meeting deadlines.  

  • Experience working with cross-functional teams including engineering, product management, operations, compliance, legal, etc.  

  • Experience working with business users capturing and analyzing requirements, creating user stories and maintaining Jira boards.

  • Familiar with data modeling practices and standards across conceptual, logical, and physical levels.

  • Knowledge of AWS technology – S3, DynamoDB, Glue, Kinesis etc.

Core Competencies:

  • ·Mentor and provide leadership to more junior members of the team.

  •  Maintain relationships with interface partners and vendors to assess or communicate impacts specific to upstream or downstream data changes.

  •  Highly

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Company

LPL Financial

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