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Supervision Performance & Automation Analyst

$63.86k - $106.4k

LPL Financial

Supervision Performance & Automation Analyst 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. This role requires a collaborative, entrepreneurial mindset and a genuine interest in making other team’s daily work easier. A self‑starter who helps shape solutions that enhance supervisory processes and deliver high‑impact results. Responsibilities 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‑functionality 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 team operations and initiatives. Requirements 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. Core Competencies Attention to detail and excellent business judgment with a proven track record for working independently. Resourceful problem‑solver who can adapt to changing priorities. Ability to multi‑task and work well under pressure, meeting tight deadlines. Demonstrates a strong work ethic and curiosity with a commitment to continual learning and growth. Strong written and verbal communication skills with the ability to present information at varying levels of detail. Preferred 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. Pay Range $63,860.00 - $106,399.00 Base salary varies based on factors such as relevant skill, prior experience, education, internal peer compensation, performance and geography. Additional compensation and benefits include 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Compensation details can be discussed with a recruiter. Equity‑Based Compensation. This job is for the United States only. EOE. #J-18808-Ljbffr LPL Financial

Vacancy posted 4 days ago
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