Data Analyst overseeing data infrastructure and operations supporting Wealth Management. Key liaison with Operations, Finance, and Wealth Management teams for automation and reporting.
About the role
- 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.
Responsibilities
- Serve as primary relationship owner for a portfolio of strategic technology partners
- Manage day-to-day partnership operations while identifying opportunities to streamline workflows
- Own and operationalize the new partnership pipeline
- Track, analyze, and report financial, adoption, and performance metrics across vendor partnerships
- Partner closely with internal stakeholders across product, growth, technology, marketing, and operations
- Build and maintain relationships within the emerging technology ecosystem
Requirements
- 3+ years of experience within Financial services or wealth management technology or strategic partnerships
- Demonstrated experience working directly with external partners and internal cross-functional teams
- Strong sense of ownership, accountability, and follow-through
- Highly analytical, with ability to synthesize data and trends into clear recommendations
- Proven project management skills
- Excellent written and verbal communication skills
- Advanced proficiency with Microsoft Excel and PowerPoint
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
- competitive total rewards package
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