VP of Business Intelligence -- Growth Strategy & Analytics

JOB DESCRIPTION & QUALIFICATIONS

Do you enjoy exploring ways companies grow? What about exploring ways financial advisors grow? Do you enjoy leading a team of data analysts, analyzing data, uncovering insights, developing performance reporting for c-suite executives, and providing actionable recommendations based on these insights? How about working across different business units to achieve a common goal? Are you passionate about the financial advice industry and whats ahead?

If so, the Vice President of Business Intelligence role in our Growth Strategy & Analytics team could be for you!

The VP role will be a key player in using data and reporting to drive the future growth of LPL and our financial advisors. We are looking for candidates who are adept at leading teams, working with large data sets, finding insights, making presentations that tell stories from data insights, and creating monthly corporate wide accountability performance reports. The VP role will also be responsible for coordinating a cross-organizational growth effort, working closely with leaders from across the organization, driving towards a common goal.

The VP role will be part of our fast-paced Growth Strategy & Analytics team where LPL dreams big – setting an ambitious growth vision – then interacting with stakeholders across the organization to turn this vision into reality.

This role can be based in either our San Diego or Fort Mill office.

Responsibilities:

As a Vice President of Business Intelligence you will:

• Lead a team of analysts

• Run analysis to identify key growth levers for financial advisors

• Run correlation analysis to better understand the relationship between financial advisor growth and macro-trends

• Establish centralized growth database, pulling from various data sources

• Build interactive dashboards that lead to action

• Create monthly growth reporting

• Design process for company-wide growth data to be updated

• Collaborate with business units and leaders

• Track on-tack, off-track company-wide performance

• Keep business units accountable to improve KPIs

• Create presentations from uncovered insights – that will be presented to C-suite executives

• Be willing and excited to be a “utility player”

• Interact with customers to receive feedback and uncover insights

• Be a key team member in the team responsible for defining and implementing LPL’s growth strategy

• Be an ambassador for LPL, building relationships with business partners to accelerate opportunities  

What are we looking for?

We are looking for a high energy leader, versatile thinker-doer with a robust understanding of growth strategies and data analysis & performance reporting. We are looking for people with a growth mindset, strong organizational, critical thinking, and analytical skills.

Requirements:

• Bachelor’s degree in Business, Strategy, Data, Engineering, or the Liberal Arts

• 8+ years of experience in either data analysis, strategy, or consulting in areas that include: performance reporting, database management, growth strategy, growth “hacking”, innovation and new ventures, product strategy & development

Core Competencies:

• Superior people and communication skills

• Experience building relational databases and automation with common database software (e.g., SQL, Python, Alteryx, Power BI, Tableau)

• Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner

• Advanced with MS Excel including pivot tables and complex logic-based formulas

• Experience translating data into insights into narratives / presentations

Preferences:

• Familiarity with Snowflake

• Experience with forecasting & building machine learning models

• Knowledge of the wealth management industry, and how financial advisors grow

• Superior presentation skills & ability to build a story narrative

• Able to take complex topics and make them easy to understand

• Experience of merging human-centered design with growth strategy

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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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