Sr Analyst, Business Mgt./Operations

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

At LPL Financial we consider it our mission to take care of our advisors so they can take care of their clients. The ideal candidate will understand the financial services industry and possess a willingness to operate in a dynamic, fast-paced, collaborative environment. The Senior Analyst will support project & task assignments to assist the office of the CIO in delivering business results. They will regularly exercise excellent business judgment to support high visibility tasks and projects. This is a great opportunity for a self-starter looking to support business operations and grow in their ability to plan, design, and execute strategically.

Responsibilities:

The Senior Analyst role will support and collaborate with more experienced colleagues to deliver large-scale solutions across a variety of projects & initiatives.

• Assume responsibility of tasks while advancing skills in execution, project management, reporting and analytics, planning and process improvement

• Support strategic initiatives and execution of enterprise and technology business goals and deliverables

• Provide accurate, clear and concise research and analysis on a variety of operational programs and practices, bringing results to management to ensure proper perspective for decision making

• Actively monitor and analyze trends to inform management's view of opportunities and approach to innovation and change

• Leverage data to identify opportunities and influence capabilities and process enhancements and propose solutions or workarounds

• Work cross-functionality to deliver & implement more efficient processes

• Research and resolve unknowns independently by leveraging resources and navigating the organization to obtain information and achieve objectives

• Drive continuous improvement by proposing ways to leverage business operation and data tools, automated workflows, or AI to streamline our team’s ability to operate & execute on our initiatives 

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:

• Bachelor’s degree or equivalent industry experience

• 5+ years business operations or project management experience

• Advanced knowledge of MS Office tools; proficiency in Excel & PowerPoint.

• Proficiency in Tableau or similar reporting/workflow building tools

• Strong analytical, problem-solving, and critical thinking skills

• Strong knowledge of SharePoint or Confluence

Core Competencies:

• High attention to detail and excellent business judgment with successful track record for working independently

• Resourceful problem solver that is able to quickly adapt to changing priorities

• Strong collaborator and relationship builder able to interact professionally with a diverse group of executives, managers and stakeholders

• Ability to multi-task and work well under pressure in a fast-paced environment with commitment to deliver under tight deadlines

• Highly organized with critical thinking skills and a knack for planning and execution

• Desire to learn and grow as well as help others learn and grow

• Excellent written and verbal communication skills with ability to present information in differing degrees of detail and form depending on the audience

Preferences:

• 5+ years of experience in financial services or technology industry

#LI-Hybrid

 

Pay Range:

$73,500-$122,500/year
 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!
 

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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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.

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