Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Senior Analyst must be an analytical, highly motivated problem-solver who is able to move fluidly between details while staying attuned to the macro vision of the Institution Client Success (ICS) Team. The primary responsibilities of this role will revolve around business management support for our Success Manager Team, and will include data analysis, project management, and business operations functions. Cross functional collaboration between the various ICS stakeholders is key. In addition, this role will contribute to time-sensitive and ad-hoc projects and provide support to the Chief of Staff Office of the Executive Vice President.

Responsibilities:

• Track and analyze institution and contract renewal data; provide business insights and trend analysis

• Manage special projects such as process improvements, data analysis/compilation, presentations, report building, etc.

• Drive cross-functional change efforts throughout ICS on behalf of the VP and Chief of Staff

• Build and execute project plans that streamline coordination between firm stakeholders and serve as inputs into institution technology and software implementations

• collaborate with IT partners on various implementations for institution clients

• Develop materials and power point presentations

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor’s Degree or equivalent preferred

• 2+ years’ experience in data analysis and project management

• Proficient in MS Excel and Power Point

• Project management experience

Preferences:

• Strong written and verbal communication skills

• Ability to effectively interface with all levels of the organization

• Strong attention to detail

• #LI-Hybrid #LI-Onsite

Pay Range:

$70,000.00 - $116,700.00

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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

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.