Analyst - Advanced Analytics

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:

The Analyst will primarily contribute to the launch and continued success of a Next Best Action (NBA) program at LPL. The NBA program delivers alerts derived from business logic as well as machine learning. The analyst will be responsible for discovering new alerts, validating existing alerts, and providing enhancements based on end user feedback. As this role is situated within a Data Science team, this is a great opportunity for someone who wants to develop both their data engineering and machine learning skills.

Responsibilities:

• Leverage data from various sources to identify, create and validate impactful alerts and signals for our financial advisors/clients

• Collaborate with business users as well as technology partners to build the most impactful and feasible solutions possible

• Partner with various Data & Analytics functions, such as Advanced Analytics, Data Strategy, and Digital Analytics to ensure consistent frameworks and receives feedback on products

• Develop an understanding of how data and machine learning can impact financial advisors’ practices

• Build and collaborate on working prototypes of machine learning/AI solutions

• Conduct ad-hoc analyses as appropriate to support priority business projects; respond in a timely manner to ad hoc questions from executives

• Please note: Additional responsibilities or duties may be assigned to you as needed or determined

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 in Decision Information Science, Engineering, Mathematics, Finance, Economics, or related discipline

• 2+ years of related work experience in an advanced analytics or data science role supporting sales, finance, marketing, or operations

• 2+ years  of experience with a programming or scripting languages (e.g. Python, R)

• 2+ years  of experience working with relational databases (e.g., SQL Server, Oracle, Snowflake), distributed technologies (e.g., Hadoop, Spark) and cloud-based platforms (e.g., AWS, Azure)

Preferences:

• Some experience with building and working with machine learning models preferred

• Exceptional problem-solving skills that enable efficient identification of issues, development of hypotheses, and the execution of robust quantitative analyses to answer business questions

#LPL-PA

 

Pay Range:

$69,718-$116,197/year

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, 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. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and