LPL Financial · 2 months ago
Sr Analyst - Digital Enablement
Fort Mill/Charlotte
Full-time
Onsite
Mid, Senior Level
$86K/yr - $143K/yr
5+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., and they are seeking a Sr Analyst to support their Digital Enablement Team. The role involves creating innovative data analytics solutions to extract actionable insights that inform product strategy and prioritization, focusing on enhancing client experiences with AI-driven tools.
FinanceFinancial Services
Responsibilities
Analyze and monitor key performance indicators (KPIs) such as product adoption, deflection efficacy, and experiential feedback
Leverage descriptive analytics and data visualization to extract actionable insights to improve product (eg AI Chatbot, GenAI Search, in-product contextual help) performance
Leverage AI tools and innovative analytics to identify opportunities to improve knowledge content which may be limiting performance and adoption of self-help resources
Provide training and change management support to internal stakeholders and advisors for new launches and product enhancements
Participate in (and lead aspects of) gathering and analysis of user feedback, usability testing and journey mapping / design to improve user experience
Partner with VP Journey Design to identify opportunities for workflow automation and in-product contextual help, and optimization of search functionality
Qualification
Required
Bachelor's degree in Computer Science, Engineering, Business, or related field; MBA or advanced technical degree preferred
5+ years of experience in digital transformation, client experience, or project management
Excellent in communicating high-level strategies and simplifying complex analyses for executives
Strong leadership, communication, and stakeholder management skills
Possessed by a strong desire to learn and share findings with the team, fostering an environment where continuous learning thrives
Demonstrated propensity for problem-solving
Exceptional collaborator, selfless and team player
Preferred
Financial services /Wealth Management Industry Strongly preferred
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-12
Investment News
2026-01-11
2026-01-09
Company data provided by crunchbase