Sales operations analyst Jobs in San Diego, CA

Senior Analyst

Where ambition meets innovation:

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.

Job Overview:

The Senior Analyst will support the governance and oversight of LPL Financial's offshore operations, specifically with vendor partners Mphasis, Cognizant, and EY across Bangalore, Pune, and Mangalore, India. This role serves as a liaison between offshore teams and internal stakeholders across Operations, Trading, Compliance, Legal, and Service. The ideal candidate will have strong analytical skills, attention to detail, and the ability to communicate effectively across cultures and time zones.

Roles & Responsibilities:

• Governance & Oversight
  • Monitor and report on SLA and KPI adherence across offshore engagements.
  • Support risk oversight and audit readiness activities.
  • Assist in maintaining SOPs, training documentation, and process manuals.
• Vendor Relationship Management
  • Coordinate with offshore vendor teams to ensure timely and quality delivery of services.
  • Facilitate regular performance reviews and feedback sessions.
  • Track and manage staffing levels, invoicing, and contract compliance.
• Operational Support
  • Analyze value delivery and identify opportunities for process improvement.
  • Support project management efforts related to offshore initiatives.
  • Assist with travel coordination and logistics for offshore team visits.
• Stakeholder Engagement
  • Communicate effectively with internal business units and key stakeholders.
  • Provide timely updates and insights to leadership on offshore performance and issues.

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 in Business, Finance, Operations, or related field.
• 13 years of experience in operations, vendor management, or business analysis.
• Experience working with offshore teams

Core Competencies:

• Strong proficiency in Microsoft Excel, PowerPoint, and data reporting tools.
• Excellent written and verbal communication skills.
• High attention to detail and organizational skills.

Preferences:

• Familiarity with LPL systems and operational workflows.
• Exposure to SLA/KPI tracking and audit processes.
• Experience with project coordination or process documentation.

Pay Range:

$80,855.00 - $134,827.00 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. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company 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 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit

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.

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.