LPL Financial · 3 hours ago
Senior Analyst - Continuous Improvement - Frontline Transformation Strategy
Tempe
Full-time
Onsite
Mid, Senior Level
$74K/yr - $124K/yr
3+ years expLPL Financial is a leading wealth management firm in the U.S., seeking a Senior Analyst for their Frontline Transformation Strategy team. This role focuses on business process improvement, leveraging initiatives to optimize workflows and enhance advisor experience while reducing costs.
FinanceFinancial Services
Responsibilities
Research: Research and summarize best practice standards relevant to process management. Makes recommendations on appropriate solutions based on research
Root Cause Analysis: Ability to perform RCA to get at the underlying issue, then recommend improvements based on those findings
Data Analysis: Identifies data source, gathers and analyzes data relevant to processes identified for process improvement initiatives. May recommend data requirements. Develop and evaluate metrics to measure process improvement outcomes and their alignment with strategic program objective
Process Recommendations: Prepares process recommendation documents, process maps, supporting metrics, business requirements and related impact analyses for less complex processes or for portions of larger or inter-related processes
Change Management: Participate in change management activities associated with process improvement. Engages leadership and stakeholders to obtain support and buy in for changes. Partners with management, project champions, and process owners to align process improvement initiatives with business objectives
Qualification
Required
3+ years experience with Voice of the Customer (VOC) and identifying both internal and external friction points
Experience defining and analyzing processes using root cause analysis
Experience working with cross-functional teams to deliver process improvements
Creative, adaptive and an experienced practitioner; with a growth mindset and superior collaboration skills
Able to create and stop and see the big picture while also rolling up the sleeves to 'get into the details' as needed
Superior communication and collaboration skills with the ability to communicate effectively at all levels of the organization; inclusive of written and verbal communications
Ability to work with minimal guidance and supervision
Experience in a fast moving, entrepreneurial environment
Driven individual, always seeking to improve and grow a plus
Handle pressure well; you will be working with the senior team on advancing initiatives based on the information and recommendation you provide
Collaborate with business teams to understand the current process, policies, and procedures
Be a change agent to help the business move to understand how their processes impact the entire organization
Preferred
Bachelor Degree
Lean Six Sigma Green Belt
SIE and Series 7
All Microsoft applications, particularly, PowerPoint, Visio, Word, Access, and Excel
Understanding of LPL's technology suite
Ability to leverage Medallia and other Voice of Customer tools
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
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
2026-01-23
2026-01-23
Company data provided by crunchbase