Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The Senior Analyst, Strategic Sourcing will support LPL’s third‑party spend optimization and procurement governance initiatives by owning the analytical “engine room” behind what we pursue and why. This role is responsible for building the analysis, research, and executive-ready materials that enable leadership decisions and drive sourcing execution.
This is a high-output, high-expectations role. You will turn messy data into clear insights, turn insights into decision-ready recommendations, and package the story into crisp executive decks. You will also support coordination across Finance, Legal, Risk (TPRM), and Business Units by maintaining clean tracking, reporting, and source-of-truth documentation.
Responsibilities:
Build and maintain spend, vendor, and contract analytics to identify and prioritize savings opportunities (what to pursue, in what order, and why).
Develop vendor-by-vendor “deal packets” for negotiations: baseline spend, pricing structures, renewal timing, current terms, usage drivers, benchmarks, and scenario options.
Conduct structured research and synthesis on suppliers, market landscape, pricing benchmarks, and commercial levers; translate findings into concise, decision-ready recommendations.
Own reporting for initiative status and savings tracking; maintain clean weekly status, milestone tracking, and documented savings support.
Build and polish executive-facing PowerPoint materials: leadership updates, initiative summaries, negotiation narratives, and decision decks (clear storyline, tight visuals, no clutter).
Support cross-functional coordination: schedule working sessions, capture actions and decisions, maintain decision logs, and ensure follow-through across stakeholders.
Maintain the “source of truth” for vendors in scope (spend, contract attributes, renewal dates, termination clauses, key contacts, and current initiative status).
What does your success look like in the first 90 days?
Stand up clean, reliable reporting for the third-party spend work: initiative tracker, savings documentation support, and an executive-ready weekly update.
Build initial opportunity analyses and prioritize an execution pipeline (quick hits vs. complex items) with clear rationale and data-backed recommendations.
Deliver multiple executive decks and deal packets that materially improve leadership decision-making and negotiation readiness (tight storyline, clean numbers, defensible assumptions).
Establish operating rhythms with Finance/Legal/Risk partners so data requests, validations, and approvals move quickly and don’t become blockers.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
Experience: 3–6+ years in analytics-driven roles (e.g., analytics, consulting, finance, sourcing/procurement, strategy) requiring structured analysis, research, and executive-level communication
Data & analysis: Advanced Excel experience (models, pivots; Power Query preferred) with large, imperfect datasets; demonstrated analytical judgment and ability to validate and challenge assumptions
Executive communication: Proven experience building leadership-ready PowerPoint decks, translating rough inputs and complex analysis into clear, structured, decision-oriented narratives
Research & synthesis: Strong structured research skills with a track record of producing concise, defensible insights, implications, and recommendations for leaders
Operating discipline & stakeholders: Experience managing multiple workstreams with strong tracking and documentation; effective partner to Finance, Legal, Risk, and Business teams with clear written communication
Core Competencies:
Analytical rigor: Produces accurate, defensible analysis quickly; knows what matters and avoids overbuilding.
Executive storytelling: Converts complexity into simple, decision-ready narratives; decks are clean, tight, and persuasive.
Operational discipline: Tracking, documentation, and follow-up are tight and current; no surprises.
Bias to action: Moves work forward independently; anticipates needs; resolves blockers instead of escalating noise.
Professionalism & resilience: Calm under pressure; handles sensitive vendor and contract work cleanly.
Curious and grounded: Hungry to learn, adapts quickly, and maintains a sense of humor under pressure—doesn’t take themselves too seriously, but takes outcomes seriously.
#LI-PA
Pay Range:
$73,735-$122,892/yearActual 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!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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.
EAC12.9.25
Skills Required
- 3-6+ years in analytics, consulting-style analysis, finance, sourcing/procurement, strategy, or similar roles
- Advanced Excel skills (models, pivots)
- Power Query
- Strong analytical judgment; comfortable working with large, imperfect datasets and pressure-testing assumptions
- Proven ability to create executive PowerPoint decks (structure, storyline, visuals, precision)
- Strong structured research and synthesis skills to produce decision-ready recommendations
- Strong program discipline: trackers, actions, dependencies, and documentation always current
- Ability to work across Finance, Legal, Risk, and Business partners; clear written communication; run working sessions and capture decisions
- Proficient with collaboration and tracking tools for document management and reporting
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
