Data Scientist, Technology Adoption & Reporting

We are currently looking to hire a Sr. Analyst within the Advisor Experience and Design department, which is a part of LPL’s Business Technology Services organization. The LPL Advisor Experience & Design Team is seeking to expand our technology adoption metrics and insights team at our new Carolinas Campus in Fort Mill, SC. The ideal candidate has significant experience in analytics, user segmentation, usage analysis and deriving actionable insight to inform tactical and strategic product decisions and adoption campaigns. This individual will work as part of the team driving our technology adoption strategy with responsibility for both metric reporting and analysis.


Essential Functions:

• An essential member of the team that owns the data, analytics, and reporting to empower our technology adoption mission and drive insights to fuel product innovation.

• A deep understanding of modern analytics and business intelligence tools, and platforms.

• Proficiency with SQL. Experience with Python and other scripting languages is a plus.

• Must be able to interact cross-functionality with both technical and non-technical people.

• As an essential member of the analytics team, responsible for analysis and reporting on technology usage and adoption across our advisor population. Understand

• Participate in the development of adoption campaigns and efforts. Measure outcomes and adjust on the fly to drive the insight necessary to meet corporate goals.

• Enable personalized perspectives on technology usage on an individual advisor and office level

• Work closely with our research, development and adoption advocacy teams to promote technology adoption across our advisor population

• Communicate and advocate for the insights arising from your analysis.

• Partner with engineering to push the boundaries of what’s possible and contribute to the goals to deliver insight that enable product experiences that delight users

Qualifications:

• Experience with enterprise-grade engineering and software development practices

• Expert analytics skills and demonstrable experience deriving insight to influence company programs, products and strategies.

• Executive and client presentation and negotiation skills

• Detail-oriented and highly-developed organizational skills including the ability to prioritize tasks and meet deadlines

• Operate with limited oversight on a day-to-day basis

• Preferred: Some experience working as a part of a product or user experience organization is a plus.

• Preferred: Financial services industry experience.

• Creativity, imagination and a sense of humor

Our Company:

LPL Financial, the nation’s largest independent broker/dealer since 1996* and the fourth largest broker/dealer overall, serves as an enabling partner to more than 14,000 independent financial advisors and approximately 700 financial institutions. Since its formation decades ago, LPL has focused on one primary mission — enabling independent financial advisors to bring objective and un-biased financial advice to millions of Americans.

Headquartered in Boston, San Diego, and Charlotte, and powered by more than 3,300 client-centric employees, LPL is financially strong and growing.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.

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

* As reported by Financial Planning magazine, June 1996-2016, based on total revenue.