**Overview**
LPL Financial is seeking an experienced Operations Data Analyst, New Accounts to support the transformation and automation of New Accounts operations. This individual will play a key role in developing and analyzing the backlog of solution opportunities and their priority, as well as assisting management with project scope, testing, and oversight. **Responsibilities**
• Provide data and analytical support for New Accounts Operations
• Assess areas of improvement using data analysis, flow charts, for the transformation of current operations functions
• Participate and provide feedback in product increment planning activities and capacity planning
• Develop and analyze solution opportunities to meet department goals
• Communicate with critical business partners as the NAO representative for requirements and transparency of transformation efforts
• Build and deliver statistical reporting of required department reports that consist of daily, weekly, monthly, and ad hoc requests
• Act as a resource to the department and apply complex knowledge of the overall account opening and maintenance process for inquiries received from internal stakeholders and vendors
• Evaluate and make data-driven optimization recommendations to the senior leadership team
• *Qualifications**
• Bachelor's Degree in Finance or related field or minimum of 3 years relevant experience in financial service operations
• 3+ Years of business systems analysis or business process design experience or a combination of both
• Microsoft Office Suite proficiency (Excel)
• Solid experience in presentation and excellent verbal/written communications
• *Benefits**
• Competitive pay range: $23.89-$39.81/hour
• Comprehensive Total Rewards package, including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more
• Opportunity to work for a leading wealth management firm with a strong reputation and growth opportunities
• Collaborative and dynamic work environment with a focus on innovation and excellence
• Access to cutting-edge resources and training to help you succeed in your career
• Opportunity to make a real impact and contribute to the success of our clients and business partners
Apply Now
Apply Now