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Senior Business Analyst at LPL Financial
Senior Business Analyst
@
LPL Financial

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Posted on: 
June 7, 2024
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Summary of the Senior Business Analyst job at LPL Financial

LPL Financial is hiring a Senior Business Analyst with 5 - 10 years of experience. Based in United States - San Diego, CA and with Hybrid ways of working. The expected salary range for this role is $88,600 - $132,900
About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

Senior Business Analyst - Job Role & Responsibilities

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.
Senior Business Analyst - Job requirements

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.
  • Experience with Security/Product domain.
What we offer at LPL Financial

$88,600-$132,900/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!

Please mention “I found this job at DataAnalyst.com!” in your application, it will help us offer you more opportunities

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Average business analyst salary in the Financial industry is $109,047.
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LPL Financial

LPL Financial

is hiring

Senior Business Analyst

Website:
Posted on: 
June 13, 2024

About Our Company

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

Job Description & Responsibilities

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.

Requirements

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.
  • Experience with Security/Product domain.

What we offer

$88,600-$132,900/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!

Apply now

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