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Form of workAre you interested in being part of a team that is working to transform and do things differently? Do you have a successful track record of using data to create insights and drive change? Are you passionate about building new products and services? If so, LPL Services Group at LPL Financial is the place for you!
Excited to learn more? If so, then this could be the role for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
This Analyst of Sales and Marketing will build, maintain, and improve reporting for LPL Business Solution's Sales and Marketing performance. This Analyst will specialize in campaign and channels' performance over time and will work with senior Sales and Marketing leadership to enable targeted and impactful initiatives that resonate with current and prospective customers.
Responsibilities:
- Build, maintain and improve Sales and Marketing reporting, providing insight and working closely with Senior Leaders.
- Create powerful visualizations and data sources to better understand our current and future clients, while comparing the success of different channels and messages.
- Conduct Ad-hoc analysis with our Sales and Marketing teams, while inventorying all our Sales and management tools, resources and support.
- Partner with our Sales, Marketing, and Operations intelligence teams to provide operational support.
- Ability to work within a team, take initiative, and interact effectively with business partners leveraging strong interpersonal and written communication skills, including an ability to discern relevant information and highlight for an executive audience.
- Additional support for business/sales management functions within LPL Services Group as required.
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 in Business, Marketing or related discipline
- Experience with Data Analysis, MS Excel and PowerPoint
- Experience with Salesforce CRM
- 3+ years of related work experience
Core Competencies:
- Experience with Financial, customer, and sales funnel modeling
- Experience in streamlining or reducing non-impactful activities via improved systems and/or processes.
- Ability to work within a team, take the initiative and to interact effectively with business partners and all levels of management leveraging strong interpersonal and written communication skills.
Preferences:
- Experience with Tableau, Alteryx, and/or Python
- Financial Services industry experience
- Experience with Sales Organizations
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it's like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here!
Want to see info on our benefits? Learn more here.
Pay Range:
$28.79-$43.18/hour
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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it's like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? 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 (800) 877-7210.
