Senior Analyst, Operational Readiness

LPL Financial

. Partner with Product, Technology, Operations, Communications, Marketing, Learning & Development, Service, and Workforce Management teams to plan readiness for advisor- and investor-impacting initiatives .

Posted 10/8/2026full-timeUnited StatesSenior💰 $91,670 - $152,852 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in operational readiness and project management, with a strong focus on cross-functional collaboration, data analysis, and effective communication. Proficient in developing readiness assessments and optimizing service operations to enhance stakeholder experience.

Highest-signal resume keywords

Operational ReadinessProject ManagementData AnalysisCross-Functional CoordinationService Optimization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisProject ManagementOperational ReadinessBusiness AnalysisChange ManagementQueue ManagementService OptimizationContact RoutingAnalytical SkillsProblem-Solving Skills

Soft Skills

Written CommunicationVerbal CommunicationOrganizational Skills

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointNICE CXoneGenesys

Industry Keywords

Financial ServicesContact Center OperationsWorkforce ManagementService OperationsOperational Support

About the role

Key responsibilities & impact

Partner with Product, Technology, Operations, Communications, Marketing, Learning & Development, Service, and Workforce Management teams to plan readiness for advisor- and investor-impacting initiatives
Conduct readiness assessments covering operational impacts, risks, dependencies, training needs, communication requirements, potential call drivers, and service-demand implications
Track upcoming product launches, technology changes, defect remediations, regulatory initiatives, business events, routing strategies, queue structures, advisor segmentation models, and service support frameworks
Develop and distribute Service-wide readiness communications, executive summaries, frontline talking points, FAQs, knowledge articles, manager huddle content, and awareness materials
Maintain readiness dashboards, calendars, project trackers, status reporting, decisions, risks, and action items; escalate concerns and dependencies
Analyze historical call-driver data, queue performance, contact-driver trends, transfer patterns, routing outcomes, and service-performance metrics
Prepare executive-level presentations and status updates
Support routing optimization initiatives by documenting business requirements, validating workflows, assessing readiness impacts, and coordinating communications and training plans
Evaluate demand impacts and recommend routing, skill, queue, workflow, or support-model adjustments
Monitor post-launch performance and recommend corrective actions
Contribute to continuous improvement of readiness processes, communications, contact resolution, operational efficiency, and stakeholder experience

Requirements

What you’ll need

Bachelor's degree or equivalent relevant experience
3-6+ years of experience in operational readiness, project management, business operations, workforce management, change management, business analysis, or related field
Experience coordinating multiple cross-functional initiatives and stakeholders while managing risks, dependencies, decisions, and deadlines
Strong Microsoft Excel, PowerPoint, data analysis, written communication, verbal communication, and executive-presentation skills
Strong organizational, analytical, and problem-solving skills
Ability to translate complex information into clear communications, recommendations, and action plans
Experience in financial services, contact center operations, workforce management, service operations, or operational support preferred
Experience supporting contact routing, skill-based routing, queue management, advisor segmentation, IVR workflows, service optimization, or related initiatives preferred
Familiarity with NICE CXone, Genesys, or other contact centers and routing technologies preferred

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package