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? 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!

Excited to learn more? If so, then this could be the role 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.

Responsibilities:

• Data Analytics and Visualization, Operational Analysis and Reporting
  • 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.
• Change Management and Continuous Improvement
  • 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.
• Cross-Functional Support
  • Collaborate with business and product teams in support of ongoing continuous improvement initiatives to enhance content quality and product performance.
  • 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.
  • Support configuration and tuning in coordination with product and tech teams to optimize product performance and business outcomes.

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 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

Core Competencies:

• 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.

 

Pay Range:

$83,400-$139,000/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