Supervision Performance & Automation Analyst

LPL Financial Holdings, Inc.$63K — $106K *
Tempe, AZ 85281In-Person
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent industry experience
  • 1+ years in data sourcing, extraction, or analytics
  • Experience with Excel, SQL, Python, and/or Alteryx
  • Strong analytical, problem-solving, and critical thinking skills

Responsibilities

  • Support collaboration with colleagues to deliver large-scale solutions
  • Participate in projects to advance skills in design and implementation
  • Conduct stakeholder interviews for needs assessment and solution design
  • Perform data validation and process testing, identifying defects
  • Work cross-functionally to enhance workflows using Alteryx
  • Independently research and resolve unknowns to achieve objectives
  • Propose improvements to leverage tools for continuous optimization

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description
The Supervision Performance & Automation Analyst will support projects to assist the Supervision Performance & Automation team in delivering automated workflows using Alteryx to reduce manual effort and increase operational efficiency for the Supervision team. This role requires a collaborative, entrepreneurial mindset and a genuine interest in making other team's daily work easier. This is a great opportunity for a self-starter looking to help shape solutions that enhance supervisory processes and deliver high impact results.

Responsibilities:
  • Support and collaborate with more experienced colleagues to deliver large-scale solutions across a variety of projects & initiatives.
  • Jointly participate in projects & tasks while advancing skills in discovery, design, and implementation of process improvements and automated workflows
  • Optimize processes by conducting stakeholder interviews to compile needs assessment, identify requirements, and support solution design
  • Conduct data validation and process testing exercises, identifying defects and proposing solutions or workarounds
  • Work cross-functionality to deliver & implement more efficient workflows by combining backend data sources in Alteryx
  • Research and resolve unknowns independently by leveraging resources and navigating the organization to obtain information and achieve objectives
  • Drive continuous improvement by proposing ways to leverage data aggregation tools, automated workflows, or AI to streamline our team's ability to operate & execute on our initiatives


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 industry experience
  • 1+ years of experience in data sourcing, extraction, or analytics
  • Experience in Excel, SQL, python, and/or Alteryx
  • Analytical, problem-solving, and critical thinking skills


Core Competencies:
  • Attention to detail and excellent business judgment with successful track record for working independently
  • Resourceful problem solver that is able to adapt to changing priorities
  • Ability to multi-task and work well under pressure with commitment to deliver under tight deadlines
  • Demonstrates work ethic and possesses a natural curiosity with a commitment to continually learn and grow
  • Written and verbal communication skills with ability to present information in differing degrees of detail and form depending on the audience


Preferred:
  • Knowledge of Supervision, securities licenses a plus (7, 66/63)
  • Prior experience replacing manual workflows by aggregating data to create automated or more efficient solutions


Pay Range:
$63,860.00 - $106,399.00
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!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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