Supervision & Automation Analyst

Build a career that matches all your initiative with an impressive dose of innovation. From cutting‑edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

The Supervision Performance & Automation Analyst will support projects to assist the Supervision Performance & Automation team in delivering automated workflows using Alteryx to reduce manual effort and increase operational efficiency for the Supervision team. This role requires a collaborative, entrepreneurial mindset and a genuine interest in making other team’s daily work easier. This is a great opportunity for a self‑starter looking to help shape solutions that enhance supervisory processes and deliver high impact results.

• Support and collaborate with more experienced colleagues to deliver large‑scale solutions across a variety of projects & initiatives.
• Jointly participate in projects & tasks while advancing skills in discovery, design, and implementation of process improvements and automated workflows.
• Optimize processes by conducting stakeholder interviews to compile needs assessment, identify requirements, and support solution design.
• Conduct data validation and process testing exercises, identifying defects and proposing solutions or workarounds.
• Work cross‑functionally to deliver & implement more efficient workflows by combining backend data sources in Alteryx.
• Research and resolve unknowns independently by leveraging resources and navigating the organization to obtain information and achieve objectives.
• Drive continuous improvement by proposing ways to leverage data aggregation tools, automated workflows, or AI to streamline our team’s ability to operate & execute on our initiatives.

• Bachelor’s degree or equivalent industry experience.
• 1+ years of experience in data sourcing, extraction, or analytics.
• Experience in Excel, SQL, Python, and/or Alteryx.
• Analytical, problem‑solving, and critical thinking skills.

• Attention to detail and excellent business judgment with a successful track record for working independently.
• Resourceful problem solver that is able to adapt to changing priorities.
• Ability to multi‑task and work well under pressure with commitment to deliver under tight deadlines.
• Demonstrates work ethic and possesses a natural curiosity with a commitment to continually learn and grow.
• Written and verbal communication skills with ability to present information in differing degrees of detail and form depending on the audience.

• Knowledge of Supervision, securities licenses a plus (7, 66/63).
• Prior experience replacing manual workflows by aggregating data to create automated or more efficient solutions.

$63,860.00 - $

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

EOE.