VP of Business Intelligence -- Growth Strategy & Analytics

JOB DESCRIPTION & QUALIFICATIONS

Do you enjoy exploring ways companies grow? What about exploring ways financial advisors grow? Do you enjoy leading a team of data analysts, analyzing data, uncovering insights, developing performance reporting for c-suite executives, and providing actionable recommendations based on these insights? How about working across different business units to achieve a common goal? Are you passionate about the financial advice industry and whats ahead?

If so, the Vice President of Business Intelligence role in our Growth Strategy & Analytics team could be for you!

The VP role will be a key player in using data and reporting to drive the future growth of LPL and our financial advisors. We are looking for candidates who are adept at leading teams, working with large data sets, finding insights, making presentations that tell stories from data insights, and creating monthly corporate wide accountability performance reports. The VP role will also be responsible for coordinating a cross-organizational growth effort, working closely with leaders from across the organization, driving towards a common goal.

The VP role will be part of our fast-paced Growth Strategy & Analytics team where LPL dreams big – setting an ambitious growth vision – then interacting with stakeholders across the organization to turn this vision into reality.

This role can be based in either our San Diego or Fort Mill office.

Responsibilities:

As a Vice President of Business Intelligence you will:

• Lead a team of analysts

• Run analysis to identify key growth levers for financial advisors

• Run correlation analysis to better understand the relationship between financial advisor growth and macro-trends

• Establish centralized growth database, pulling from various data sources

• Build interactive dashboards that lead to action

• Create monthly growth reporting

• Design process for company-wide growth data to be updated

• Collaborate with business units and leaders

• Track on-tack, off-track company-wide performance

• Keep business units accountable to improve KPIs

• Create presentations from uncovered insights – that will be presented to C-suite executives

• Be willing and excited to be a “utility player”

• Interact with customers to receive feedback and uncover insights

• Be a key team member in the team responsible for defining and implementing LPL’s growth strategy

• Be an ambassador for LPL, building relationships with business partners to accelerate opportunities  

What are we looking for?

We are looking for a high energy leader, versatile thinker-doer with a robust understanding of growth strategies and data analysis & performance reporting. We are looking for people with a growth mindset, strong organizational, critical thinking, and analytical skills.

Requirements:

• Bachelor’s degree in Business, Strategy, Data, Engineering, or the Liberal Arts

• 8+ years of experience in either data analysis, strategy, or consulting in areas that include: performance reporting, database management, growth strategy, growth “hacking”, innovation and new ventures, product strategy & development

Core Competencies:

• Superior people and communication skills

• Experience building relational databases and automation with common database software (e.g., SQL, Python, Alteryx, Power BI, Tableau)

• Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner

• Advanced with MS Excel including pivot tables and complex logic-based formulas

• Experience translating data into insights into narratives / presentations

Preferences:

• Familiarity with Snowflake

• Experience with forecasting & building machine learning models

• Knowledge of the wealth management industry, and how financial advisors grow

• Superior presentation skills & ability to build a story narrative

• Able to take complex topics and make them easy to understand

• Experience of merging human-centered design with growth strategy

 

Pay Range:

$149,000-$248,400/year

 

Actual base salary varies based on factors, including but not limited to, relev