Fleet Specialty Analyst providing superior service and building relationships with Fleet customers. Responsible for servicing Fleet accounts and managing inquiries and requests.
About the role
- Senior Analyst in Growth Analytics at LPL Financial translating data into insights that drive strategic decisions for financial advisors. Collaborate on custom analyses and develop analytical tools.
Responsibilities
- Build and maintain dashboards, analytical tools, and data products that enable self‑service insights and reduce recurring inbound requests.
- Perform custom analyses, modeling, and exploratory deep dives to answer business questions and uncover actionable insights.
- Translate data into clear visualizations and recommendations that help partners make smarter decisions.
- Create scalable workflows and automations (Tableau, Alteryx, Python) to improve data accuracy, efficiency, and repeatability.
- Support measurement and reporting for Client Success initiatives, including KPIs and performance tracking.
- Collaborate with stakeholders across the organization, providing high‑quality analytic support and proactive, data‑driven guidance.
Requirements
- 2+ years with hands on analytical experience
- Minimum 2 years’ experience with Tableau, Python, and SQL
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
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