Operations Data Analyst, New Accounts

Remote Full-time
**Overview** LPL Financial is seeking an experienced Operations Data Analyst, New Accounts to support the transformation and automation of New Accounts operations. This individual will play a key role in developing and analyzing the backlog of solution opportunities and their priority, as well as assisting management with project scope, testing, and oversight. **Responsibilities** • Provide data and analytical support for New Accounts Operations • Assess areas of improvement using data analysis, flow charts, for the transformation of current operations functions • Participate and provide feedback in product increment planning activities and capacity planning • Develop and analyze solution opportunities to meet department goals • Communicate with critical business partners as the NAO representative for requirements and transparency of transformation efforts • Build and deliver statistical reporting of required department reports that consist of daily, weekly, monthly, and ad hoc requests • Act as a resource to the department and apply complex knowledge of the overall account opening and maintenance process for inquiries received from internal stakeholders and vendors • Evaluate and make data-driven optimization recommendations to the senior leadership team • *Qualifications** • Bachelor's Degree in Finance or related field or minimum of 3 years relevant experience in financial service operations • 3+ Years of business systems analysis or business process design experience or a combination of both • Microsoft Office Suite proficiency (Excel) • Solid experience in presentation and excellent verbal/written communications • *Benefits** • Competitive pay range: $23.89-$39.81/hour • Comprehensive Total Rewards package, including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more • Opportunity to work for a leading wealth management firm with a strong reputation and growth opportunities • Collaborative and dynamic work environment with a focus on innovation and excellence • Access to cutting-edge resources and training to help you succeed in your career • Opportunity to make a real impact and contribute to the success of our clients and business partners Apply tot his job
Apply Now

Similar Opportunities

Senior Manager / Financial Data Analyst (45100)

Remote

Ship Creek Group : Finance Director​/Deputy Finance Director

Remote

Director, Finance Process & Digital Transformation

Remote

Director of Finance and Administration

Remote

Financial Analyst- GA

Remote

Compliance Specialist, AML/CFT Program Oversight

Remote

Financial and Regulatory Analyst

Remote

Virtual Financial Advisor - Dallas

Remote

Principal, Digital Financial Services Consultant-Remote (Full Time Only)

Remote

Financial Consultant - Seattle, WA Seattle, WA

Remote

Bilingual Phone Representative (US-Based Pediatric Healthcare Company) A030

Remote

Experienced Inbound Customer Sales Insurance Agent - Work from Home with blithequark

Remote

Graphic Designer - Remote Job at BxB Media | A BDR Company in Rochester Hills

Remote

Senior Revenue Operations Manager (Sales Lead)

Remote

Sales Representative - Remote Opportunity - Uncapped Commission Potential - $50,000 to $100,000+ Annually - Flexible Work Arrangements - Leadership Development

Remote

**Experienced Customer Service Representative – Entry Level Position at arenaflex**

Remote

Transfer Center, Patient Placement Coordinator, Mid Shift Remote Anywhere

Remote

Remote Customer Support Representative – Chewy Pet Pharmacy Services (Entry‑Level, Full‑Time, $27 /hr, Work‑From‑Home)

Remote

International Television Strategy and Operations Internship - Global Content Development and Analysis for Disney Entertainment Television

Remote

Experienced Part-Time Weekend and Night Shift Customer Service Associate – Remote Opportunities in West Berlin, NJ with blithequark

Remote
← Back to Home