Sr. Business Analyst / SQL Queries en Lplfinancial

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

Joining as a Senior Analyst, Enterprise data and Information Services team, which is within the Technology business unit, you will be responsible gathering requirements, managing product backlogs and assisting customers with meeting their technology needs. The position will perform data mapping and query analysis to assist with report development and maintenance. This position will also involve team coordination around design, development, and release activities. The candidate should be capable of developing a vision for high quality products and have the drive to ensure that the vision and success criteria are met.

Responsibilities:

• Gather requirements from users; document analysis using business process descriptions, use cases, scenarios, business analysis, task and workflow analysis.

• Schedule and lead requirements and design discussions with customers of all levels throughout the company including executives.

• Innovate on out of the box solution that leverages the holistic knowledge of variety of use cases.

• Collaborate with developers and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs.

• Perform query and reporting analysis; document data sources and mappings to support reporting and other data requirements.

• Be a liaison between the application development team, other technology teams and project and relationship managers.

• Manage and ensure requirements are met through the entire SDLC process by participating in design discussions, QA, UAT and deployment.

• Translate business requirements into a solution and analyze tradeoffs between effort and return on value. Socialize these tradeoffs with the project team and stakeholders. 

• Ensure requirements and test cases have appropriate sign offs and solutions are effective. Actively work to resolve issues users when requirements clarification is needed or to facilitate sign off on test cases.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor’s degree preferable in Computer Science or related field, business administration or equivalent work experience.

• 5+ years of experience with SQL queries, report writing and presenting findings a MUST.

• 5+ years of experience functioning as a Business Analyst or Data Analyst within a mid to large organization. 

• 5+ years of experience with requirements gathering and management in Agile and Waterfall project approaches. 

• 3+ years of experience using JIRA, Aha! Or other project management tools.

Core Competencies:

• Expert written and oral communication skills, strong interpersonal skills, and the ability to interact professionally with a diverse groups, executives, managers, and subject matter experts. 

• Experience in non-functional requirements gathering, traceability and UAT coordination and support.     

• Demonstrable facilitation and leadership skills in requirements solicitation and review (user interviews) 

• Successfully engage in multiple initiatives simultaneously.  Must be comfortable in rapidly changing and sometimes ambiguous work situations. 

• Keen attention to detail and complex problem-solving abilities from operational and technical perspective.  

Preferences:

• 2+ Experience with contextualization of MDM subjects for adjacent areas of research (data governance, metadata management, data quality and data fabric), while maintaining a view across a broad spectrum of the technology markets.

• Experience with Financial Industry is strongly preferred. 

• Knowledge of enterprise integration tools, ETL and ELT. 

• Experience in Agile development methodology/Scrum is preferred. 

• Knowledge of Snowflake and Datawarehouse.

• Experience with Security/Product domain. 

#LI-PA

 

Pay Range:

$79,500-$132,500/year

 

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!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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