LPL Financial · 1 day ago
Sr. Analyst, Agent Assist
San Diego, CA
Full-time
Hybrid
Mid, Senior Level
$94K/yr - $158K/yr
5+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. They are seeking a strategic, data-driven Sr. Analyst to enhance the Agent Assist AI platform, collaborating with various teams to improve performance and content accuracy.
FinanceFinancial Services
Responsibilities
Monitor and analyze key performance indicators (KPIs) for usage, agent interaction percentage, call resolution rate, and feedback
Provide insights into chatbot performance and user behavior
Support training and change management initiatives for internal stakeholders
Identify inefficiencies or gaps in knowledge content impacting performance and adoption of Agent Assist tools
Collaborate with developers, content team, and business knowledge owners to refine performance and content accuracy
Support system training/improvement and intent tuning in coordination with product and tech teams
Partner with stakeholders to prioritize enhancements based on impact and feasibility
Conduct usability testing and gather user feedback to continuously improve user experience
Conduct gap analyses and identify opportunities for chatbot automation or enhancement
Qualification
Required
Bachelor's degree in Computer Science, Engineering, Business, or related field
5+ years of experience in digital transformation, client experience, or project management
2+ years experience building and presenting decks to senior leadership
Experience in CX / agent support / service tools is a strong plus
Passion for customer experience, automation, and AI-driven solutions
Strong analytical skills with proficiency in Excel, SQL, and business intelligence tools
Robust analytical skills with an ability to identify relevant data, evaluate business opportunities within the context of a larger organization
Ability to influence leadership by presenting findings in a clear and actionable manner based on data
Expert consensus-builder who drives change across initiatives within and outside direct accountability; facilitates critical thinking to create solutions for the most complex business challenges
Preferred
MBA or advanced technical degree preferred
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
IndiaTimes
2026-02-05
2026-01-23
Company data provided by crunchbase