What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.
Job Overview:
This position will be responsible to support Reference Data Master (System of Record) team with analysis and delivery of quality data around multiple strategic initiatives. This role will be required to analyzing and understanding the needs of the business, translating them into functional requirements, and collaborating with technology teams to develop solutions that align with business objectives within the Fintech industry. 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 can execute in a way that encourages creativity and continuous improvement.
Responsibilities:
Analyze and translate business requirements into a solution and analyze tradeoffs between effort and return on value. Socialize these tradeoffs with the project team and stakeholders.
This role involves analyzing complex business processes, identifying areas for improvement, and recommending technology-driven solutions to enhance efficiency and innovation.
Contributes to the business short-and long-term planning sessions and provides direction to ensure understanding of business goals and direction.
They would also be involved in stakeholder management, SME coordination, communicating requirements to the development team, and ensuring that the final product meets the needs of the business.
This includes collaborating with internal and external resources to ensure understanding of business needs, nonfunctional requirements and functional design. Work with Product Owners and Scrum Masters to plan and prioritize sprints.
The position will perform data mining, mapping and compile the data analysis and lead design sessions.
This position will also involve team coordination around design, development and release activities. This includes maintaining high standards of documentation with detailed business values, high level data flow diagrams and usage of data by consumers.
The candidate should be capable of developing a vision for high quality products and have the drive to ensure that the vision and success criteria are met.
Strategically manage and ensure requirements are met through the entire SDLC process by participating in design discussions, UAT and deployments.
Review test plans and perform user acceptance testing when necessary. Work with architects to build Blueprints and road maps.
Provide status updates and reporting throughout the life cycle of each project to Sr leaders and stakeholders.
Identify risks and dependencies early in the project lifecycle and communicate them to the team.
Efficiently manage a team within a fast-paced technology environment.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
Bachelor’s degree or equivalent experience required; master’s degree preferred.
7+ years of relevant work experience required; financial services industry experience preferred.
Ability to manage competing priorities simultaneously while meeting deadlines.
Experience working with cross-functional teams including engineering, product management, operations, compliance, legal, etc.
Experience working with business users capturing and analyzing requirements, creating user stories and maintaining Jira boards.
Familiar with data modeling practices and standards across conceptual, logical, and physical levels.
Knowledge of AWS technology – S3, DynamoDB, Glue, Kinesis etc.
Core Competencies:
·Mentor and provide leadership to more junior members of the team.
Maintain relationships with interface partners and vendors to assess or communicate impacts specific to upstream or downstream data changes.
Highly organized with strong communication, problem-solving, documentation, and presentation skill.
Proven ability to be proactive, possess flexible attitude, learn new skills, and manage ambiguity.
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
Experience maintaining metadata for complex data environments and ensuring data integrity.
Preferences:
Experience in Fin-Tech industry.
Experienced in both waterfall and agile project methodologies.
Ability to work independently in a fast-paced environment.
Familiar with Data Definition Language (DDL) and Data Manipulation Language (DML) SQL commands.
Expert written and oral communication skills, strong interpersonal skills, and the ability to interact professionally with a diverse groups, executives, managers, and subject matter experts.
Exposure to enterprise integration tools, and extract/transform/load (ETL) tools.
Pay Range:
$103,575-$172,625/yearCompany Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 (855) 575-6947.
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