KYC analyst responsible for managing the Know Your Client (KYC) section of loan applications at BDC. Collaborating closely with the Financing team to ensure all documentation is accurate and complete.
About the role
- Senior Analyst role at LPL Financial supporting high-impact growth initiatives and collaborating with cross-functional teams. Analyzing data and reporting for effective decision-making.
Responsibilities
- Support and execute initiatives that have a material impact on LPL’s growth and retention objectives
- Develop success metrics that clearly communicate progress, risks, and impact
- Track and measure the performance of key growth levers
- Lead data analysis and reporting for assigned growth initiatives
- Create dashboards, reports, and executive-ready materials
Requirements
- Bachelor’s degree in business, data, engineering or the liberal arts
- 3-6 years of experience in program management, strategy, or wealth management
- 3+ years’ experience in MS Suite (PowerPoint, Excel, PowerBI)
- 3+ years’ experience in wealth management
- Strong analytical skills
- Presentation and communication skills
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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Degree requirement
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