Sr Analyst, Strategy

Do you enjoy analyzing competitive landscapes? What about uncovering detailed insights on competitors? Do you enjoy building primary research, sifting through market events to identify what truly matters and providing actionable written recommendations based on these insights?

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 Sr. Analyst role will be a key player in tracking competitor movements and equipping the broader organization with information that enhances decision making and sales effectiveness. We are looking for candidates who are adept at finding insights through rigorous, creative research tactics, distilling insights, and making presentations that tell stories.

The Sr. Analyst role will be part of our fast-paced Corporate Strategy team where LPL dreams big – setting an ambitious vision – then interacting with stakeholders across the organization to turn this vision into reality. Our Analysts combine strategic thinking, human-centered design, market research & sizing, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition.

Responsibilities:

• Track competitor actions that truly matter in an organized process-driven fashion

• Build and maintain profiles on competitors

• Apply business and industry knowledge to pull key insights from research into executive-level communications

• Partner with stakeholders across the business to centralize competitive insight and extract unique perspectives from the entire organization

• Build detailed and rigorous competitive assessments across capabilities and other sources of differentiation in easy to consume frameworks

• Take a high-level of ownership for quality of work output

• Create presentations from uncovered insights – that will be presented to C-suite executives

• Be willing and excited to be a “utility player”

• Interact with customers to receive feedback and uncover insights

• Be a key team member in the team responsible for defining and implementing LPL’s growth strategy

• Be an ambassador for LPL, building relationships with business partners to accelerate opportunities

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 in Business, Strategy, Finance, or other related applicable areas

• 2+ years of experience in either strategy, product, market research or consulting

• Experience building competitive assessments in a professional setting

• Robust knowledge of market research techniques

• Experience translating data into insights into narratives / presentations

Preferences:

• Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner

• Knowledge of the wealth management industry, and how financial advisors grow

• Superior presentation skills & ability to build a story narrative

• Able to take complex topics and make them easy to understand

• Experience of merging human-centered design with growth strategy

Pay Range:

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.

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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.