Sr. Data Analyst - Salesforce
Company: LPL Financial
Posted on: November 18, 2021
Job Overview:The Senior Data Analyst - Salesforce CRM reports to
the Head of Business Insights & Systems and plays a critical role
in helping to enable Relationship Managers across Independent
Advisor Services (IAS) and Institution Services (IS) support over
19,000 financial advisors, and more than 700 financial institutions
who utilize LPL's industry-leading customer and investment
technology to manage their businesses and support their clients.
Relationship Management plays a key role in driving a curated care
experience by helping advisors and institutions navigate the many
service and product offering LPL brings to market in ways that help
them manage and grow their practices and assist clients in making
their financial dreams possible.Business Insights & Systems is
responsible for creating data-driven and actionable insights which
inform executive actions and direct advisor engagement through the
use of Salesforce, Tableau dashboards, and the production of
standardized performance reporting. With IAS and IS leadership,
Business Insights & Systems drives the execution and measurement of
key initiatives around advisor/institution retention, AUM growth,
net sales performance, as well as creating leads and referrals for
customizable solutions available across the LPL platform.As the
Senior Data Analyst - Salesforce CRM you will be an essential
member of a growing Business Insights & Systems team and will have
visibility and access to leaders and help form our long-term
Salesforce strategy.Key Responsibilities:
- Serve as primary liaison for the Relationship Management
Salesforce environment with 100+ users, to the Salesforce
Administrator and technology support teams.
- Provide regularly scheduled and ad-hoc analytical reports to
key stakeholders, including the IAS and IS executives, leadership
team, and relationship managers.
- Manage all Salesforce data, reporting and dashboard creation
- Identify process improvements and tool enhancements through
experience and problem solving.
- Effectively translate business needs into requirements, partner
with other user groups to identify and mitigate risks or impacts,
leveraging a team of champions for user acceptance testing.
- Conduct ad-hoc analyses as appropriate to support priority
- Provide functional and continuous training all users to improve
literacy, usage, and data capture.
- Lead work-streams for key initiatives; provide guidance to
cross-functional teams and act as a voice of the Relationship
Management org for firm-wide initiatives.We are looking for a
collaborative team player who works hard and is committed to making
a difference for the home office and regionally-based Relationship
Managers we support. We're looking for someone who can help us
elevate our user's Salesforce experience by driving adoption and
training, and improving the way they work by making it easier for
them to use, and by delivering a streamlined, customized
experience.Qualifications, experience, and required skills:This
role is Salesforce, reporting, and data management intensive. The
ideal candidate will come with the following:
- 5+ years of experience in an Asset Management, Wealth
Management, or other financial institution, or comparable.
- 3 or more years of experience as a Salesforce Analyst
supporting a user team, including training, report writing,
enhancement backlog management, release management, and user
- Strong analytical, organizational, and problem solving
- Experience with translating user journeys into Salesforce
- -Experience with the Salesforce data architecture and
enterprise data management.
- Proficiency with Salesforce standard objects like Accounts,
Contacts, Opportunities, Leads, and Cases, as well as Reports and
- Previously partnered with technology on customization of
Salesforce functionality to enhance end-user experience, including
creating and maintaining fields, views, objects and workflows.
- Ability to demonstrate critical and analytical thinking in all
aspects of the job - technical and non-technical.
- Salesforce fluency and the ability to drive to native
- Experience in building Salesforce communities of practice.
- Familiarity with the agile project management framework.
- Expert level in Excel, including vlookups, pivot tables,
complex formulas, and charts. VBA is a plus.Please note - This
position is expected to work in an LPL home office location on a
full time or hybrid (3 days in office, two days remote) basis. Full
time remote is not an option once LPL return to work protocols
resume in early 2022.Position Location: San Diego, CAOptional
Location: Fort Mill, SCWhy 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? -!We take social responsibility seriously. Want to see info on
our benefits?- 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
Keywords: LPL Financial, Rock Hill , Sr. Data Analyst - Salesforce, Professions , Monroe, South Carolina
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