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AVP, Business Analyst Manager – Production Operations L2
LPL Financial. Lead Level 2/Level 3 triage, escalation, and resolution for advisor-, investor-, and Home Office-facing applications .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in incident, problem, and change management processes aligned with ITIL practices, while effectively leading and mentoring support teams. Proficient in operational reporting and data validation using SQL and Excel, with a strong focus on automation and process improvement.
Highest-signal resume keywords
Incident ManagementServiceNowSQLITIL Foundation CertificationLean Six Sigma Green Belt
ATS Keywords
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Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Incident ManagementProblem ManagementChange ManagementOperational ReportingData ValidationAutomationMonitoringRoot Cause AnalysisDocumentation StandardsTechnical Team Coordination
Soft Skills
MentoringCommunicationCollaborationLeadershipProblem-Solving
Tools & Technologies
ServiceNowSQLExcelDynatraceSolarWindsAlertSiteConfluenceJiraKafkaEnterprise Job Schedulers
Certifications & Qualifications
ITIL Foundation CertificationLean Six Sigma Green Belt
Industry Keywords
Financial ServicesWealth ManagementBroker-DealerDisaster RecoveryTechnology Operations
Tech Stack
Tools & technologiesKafkaServiceNowSQL
About the role
Key responsibilities & impact- Lead Level 2/Level 3 triage, escalation, and resolution for advisor-, investor-, and Home Office-facing applications
- Lead incident bridges, coordinate technical teams, and communicate status to business and technology stakeholders
- Own ServiceNow queue health, SLA adherence, backlog aging, ticket cleanup, and closure documentation
- Direct application and batch monitoring using Dynatrace, SolarWinds, AlertSite, and job schedulers
- Conduct post-incident reviews and convert recurring failures into problem records, monitoring enhancements, or permanent fixes
- Review change records as an active CAB board member
- Coordinate release readiness, restricted change windows, freezes, and weekend implementation coverage
- Support Disaster Recovery exercises and data center failover events
- Ensure audit- and regulatory-ready documentation
- Manage and develop a geographically distributed onshore/offshore support team
- Facilitate operational huddles and enforce monitoring, ticketing, follow-up, and communication standards
- Mentor analysts and emerging leaders, build cross-training depth, and reduce knowledge single points of failure
- Own Knowledge Transfer intake for new applications entering TOPS support
- Manage the handshake between frontline support and TOPS, review trends, and eliminate repeat escalations
- Draft executive-ready summaries, escalations, and risk communications
- Represent TOPS in security, migration, and modernization programs
- Build partnerships with Development, QA, Infrastructure, Incident Management, Service Desk, and business operations teams
- Build operational reporting using ServiceNow reporting, SQL, and Excel
- Query supporting data stores to validate issues and accelerate root cause analysis
- Identify automation and AI-enabled opportunities to reduce manual effort
- Champion documentation standards in Confluence and ServiceNow
Requirements
What you’ll need- Bachelor's degree in Information Systems, Business, Finance, or a related field — or equivalent professional experience
- Minimum of 7 years in technology operations, production support, or business analysis
- 2+ years leading or formally mentoring a support team
- Ownership of incident, problem, and change management processes aligned to ITIL practices
- Hands-on experience with ServiceNow and enterprise monitoring platforms
- Working proficiency in SQL for troubleshooting and data validation
- Strong Excel skills for operational reporting
- Willingness to support scheduled weekend releases, restricted change windows, and periodic after-hours incident response
- Financial services, wealth management, or broker-dealer experience preferred
- Lean Six Sigma Green Belt or equivalent process improvement certification preferred
- ITIL Foundation certification preferred
- Experience with Confluence, Jira, Dynatrace, SolarWinds, AlertSite, Kafka, and enterprise job schedulers preferred
- Exposure to Disaster Recovery planning and execution at the data center level preferred
- Practical experience applying approved AI tooling preferred
Benefits
Comp & perks- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- Competitive LPL Total Rewards package