Senior Analyst, Business Management

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 is an analytical, highly motivated problem-solver who can move fluidly between details while remaining attuned to the Chief Legal Officer’s (“CLO”) enterprise-level priorities. The primary responsibility of this role is to oversee day-to-day operations and high-priority, ad-hoc projects to support the Chief of Staff and the CLO.

Acting as a strategist, consultant, and essential partner across LPL functions, the successful candidate will drive operational excellence while advancing the strategic priorities of the CLO and the broader organization.

Responsibilities:

• Support the Office of the CLO with board related matters and responsibilities

• Conduct research and benchmarking analyses on behalf of the CLO, delivering insights to support the business and the department to become an industry leading function

• Develop dashboards and analytics for the CLO in partnership with the Legal Operations Team

• Prepare, review, and consult on executive-level reports and presentations for the CEO, Board of Directors, and Management Committee

• Drive cross-functional change initiatives throughout LPL on behalf of the CLO and Chief of Staff

• Enhance operational rigor of the Office of the CLO through implementation of efficiency initiatives and progress-tracking of key priorities

• Support CLO prep for quarterly Board of Directors meetings

• Lead ad-hoc projects aligned with CLO priorities

• Provide consultative guidance on organizational design, planning, and workforce optimization initiatives

• Partner with FP&A on budget and other finance-related matters

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 in finance or equivalent relevant work experience

• 4+ years of experience in finance, strategy, and/or consulting, preferably within the Financial Services industry

• Comfortable building presentations, talking points or other written materials as needed.

• Ability to translate complex information into digestible and sharable ‘stories’ or report-outs.

Core Competencies:

• Strong written and verbal communication skills, with the ability to engage effectively with senior and executive-level leaders

• Proven ability to synthesize complex information into concise, executive-level presentations and materials

• Ability to leverage resources and manage multiple priorities concurrently with minimal supervision

• Strong commitment to timely execution of top priorities and high-quality deliverables

Pay Range:

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 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.

EAC 5.19.26