Job Summary:
LPL Financial is a leading wealth management firm in the U.S. seeking a Sr Analyst for their Digital Enablement Team. This role involves creating innovative data analytics solutions to inform product strategy and improve client-facing technologies such as AI chatbots and generative AI search.
Responsibilities:
• Analyze and monitor key performance indicators (KPIs) such as product adoption, deflection efficacy, and experiential feedback.
• Leverage descriptive analytics and data visualization to extract actionable insights to improve product (eg AI Chatbot, GenAI Search, in-product contextual help) performance.
• Leverage AI tools and innovative analytics to identify opportunities to improve knowledge content which may be limiting performance and adoption of self-help resources.
• Provide training and change management support to internal stakeholders and advisors for new launches and product enhancements.
• Participate in (and lead aspects of) gathering and analysis of user feedback, usability testing and journey mapping / design to improve user experience.
• Partner with VP Journey Design to identify opportunities for workflow automation and in-product contextual help, and optimization of search functionality.
Qualifications:
Required:
• Bachelor’s degree in Computer Science, Engineering, Business, or related field; MBA or advanced technical degree preferred.
• 5+ years of experience in digital transformation, client experience, or project management
• Excellent in communicating high-level strategies and simplifying complex analyses for executives.
• Strong leadership, communication, and stakeholder management skills.
• Possessed by a strong desire to learn and share findings with the team, fostering an environment where continuous learning thrives
• Demonstrated propensity for problem-solving.
• Exceptional collaborator, selfless and team player.
Preferred:
• Financial services /Wealth Management Industry Strongly preferred
Company:
LPL Financial provides investment solutions and tools for independent financial advisors. Founded in 1968, the company is headquartered in Boston, USA, with a team of 5001-10000 employees. The company is currently Late Stage.