Senior Analyst responsible for partnership execution in strategic technology with significant influence on LPL’s third - party technology ecosystem. Focused on driving measurable business outcomes with strategic discussions.
About the role
- Data Analyst overseeing data infrastructure and operations supporting Wealth Management. Key liaison with Operations, Finance, and Wealth Management teams for automation and reporting.
Responsibilities
- Administer and maintain core operational databases, including client, fee, revenue, and asset data systems
- Oversee database design, enhancements, and performance optimization for large datasets
- Ensure data integrity, accuracy, and consistency across multiple platforms
- Manage database reconciliation processes between systems (e.g., Trust and portfolio systems)
- Evaluate and implement system upgrades, including SQL Server and database compatibility improvements
- Lead the development, production, and distribution of recurring and ad hoc reports
- Oversee all fee, revenue, finance, and profitability reporting
- Produce key business metrics, including account activity, asset values, and operational statistics
- Develop and maintain advanced Excel-based reporting tools (macros, pivot tables, automation)
- Analyze data trends and provide insights to support decision-making
- Manage and execute critical operational workflows, including: Required Minimum Distribution (RMD) annual processing
- Risk rating processes and periodic updates
- Fee billing and tax-related fee processing
- Statement generation, sequencing, and distribution
- Oversee client outbound file processes and onboarding of new reporting/file requirements
- Support bill pay processes and specialized transaction workflows
- Oversee vendor (FIS/Advent) uploads and timely loading into databases. Coordinate time-sensitive and holiday-related disbursement activities
- Design and implement automation solutions to improve operational efficiency
- Maintain and enhance job scheduling and workflow tools (e.g., VisualCron)
- Support enterprise systems, including FIS reporting platforms and data integrations
- Lead or support system upgrades, migrations, and testing efforts
- Develop and maintain documentation for processes, systems, and automation
- Support risk and control processes, including risk rating methodologies and enhancements
- Perform monitoring activities such as overdraft reviews and compliance testing
- Assist with audits, regulatory reporting, and internal control reviews
- Maintain thorough documentation to support audit and compliance requirements
- Identify opportunities for process improvements and implement scalable solutions
- Participate in strategic initiatives related to data, reporting, and operations
- Collaborate with Wealth Management, Finance, and Operations teams to support reporting and data needs
- Serve as a subject matter expert for data systems, reporting tools, and operational workflows
- Respond to internal and external inquiries related to data and reporting
Requirements
- Advanced proficiency in SQL, database management, and data analysis
- Advanced Microsoft Access database management skills
- Advanced Excel skills, including macros, automation, and pivot tables
- Strong understanding of wealth management, trust, and financial operations
- Experience with reporting platforms and workflow automation tools (e.g., VisualCron or similar)
- Strong analytical, problem-solving, and organizational skills
- Familiarity with Microsoft Visual Basic and Python coding environment
- Familiarity with Snowflake and Salesforce
- High attention to detail and commitment to data accuracy
- Ability to manage multiple priorities and meet deadlines
- Candidates must possess unrestricted work authorization and not require future sponsorship.
Benefits
- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance
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