Jordan Dominguez
Assistant Vice President, Planning and Data Analysis
- Role
- Assistant Vice President, Planning and Data Analysis at LPL Financial
- Location
- Oceanside, CA, US
- LinkedIn followers
- 500 followers
Experience
Assistant Vice President, Planning and Data Analysis
May 2023 — Present
At LPL Financial, led cross-functional consolidation and standardization of enterprise advisor model data supporting $1.1T+ in assets, partnering across teams to unify fragmented data sources into a single executive reporting framework used for strategic oversight and regulatory visibility.My work centers on building scalable intelligence frameworks that drive proactive performance management rather than reactive reporting.I designed and institutionalized an Enterprise Account Intelligence framework that unified service performance, case trends, sentiment signals, digital engagement, and risk indicators into a single executive performance platform. By embedding this as a standard Success Manager engagement model, we shifted teams from reactive case handling to proactive outreach — reducing escalations, accelerating resolution time, stabilizing SLA performance, and improving CSAT and NPS outcomes.I engineered a multi-signal early-warning risk model integrating SLA velocity, operational friction, weighted sentiment analysis, and conversion indicators to detect deterioration before breakdown. In parallel, I standardized KPI governance across business units, retired fragmented legacy dashboards, and strengthened enterprise visibility.Through automation and process redesign, we reduced manual reporting effort by 90% while improving audit readiness and compliance defensibility. I also designed and piloted AI-assisted call preparation tools and exportable executive “Firm Health Brief” summaries, embedding analytics directly into frontline workflows.Presented performance insights to executives leadership and mentor analytics professionals on governance standards, modeling rigor, and executive communication.My focus: build governance-mature data ecosystems that drive foresight, accountability, and enterprise performance.
Education
Saddleback College
Associate of Arts - AA, Liberal Arts and Sciences/Liberal Studies
2013 — 2015
Henderson State University
Bachelor's degree, Business Administration and Management, General
2015 — 2017
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