Sr. Analyst, Sales Support

Job ID R-028705 Date posted 03/15/2023

Are you into data?

Do you like designing strategies to address complex topics?

If finding ways to make process more efficient and accessible is your passion, the LPL Business Development team wants 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 18,000 financial advisors, 800 institution-based investment programs and 450 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, Sales Support will help develop the go-to-market process, and outline a sales strategy that enables sales professionals to outperform goals. You’ll provide analytical expertise in the development and support of various sales enablement projects and complex data analysis. You have a deep understanding of performance tracking, and you’ll leverage data to identify opportunities for improvement and growth, and advocate for continued optimization through experimentation and testing.

Responsibilities:

• Serve as a thought partner and content expert to our sales organization, helping structure and solve complex issues
• Support business development and go-to-market efforts, contributing research and analyses to sales and marketing efforts
• Collect and manage lead and pipeline data to support proactive outreach, pipeline management, and sales pull-through
• Create and deliver timely, accurate analysis, reports, and associated management presentations on a recurring and ad-hoc basis
• Develop command of sales pipeline and define major KPIs and metrics to track on an ongoing basis
• Design workflows and playbooks for sales teams throughout all stages of the sales cycle to support rapid acceleration of growth and increased efficiency and productivity
• Facilitate regular business reviews with Sales leadership to identify opportunities for sales acceleration
• Document processes, project plans, and sales strategies with associated data analysis

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:

• 4+ years of strategy, business management, or sales enablement experience in a high-growth B2B environment or operational experience in a business insights / analytics role
• Strong problem-solving mindset, analytical skills, and judgment

• Proactive self-starter with a high level of initiative and resourcefulness

• Experience with the B2B sales cycle and leveraging data to identify opportunities to increase sales
• Advanced skills in Excel and PowerPoint presentation development; Tableau a bonus
• Advanced experience using Salesforce Lightning and related objects: Leads, Opportunities, Campaigns, Contacts, and Activities
• Has an enthusiastic “roll up your sleeves” mentality
• Is a highly effective communicator with a successful track record of building strong relationships
• Bachelor’s degree in in business administration, finance, sales, marketing or related field

Preferences:

• Experience in the independent financial advice space highly preferred

Pay Range:

$88,720-$133,080/year

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.

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 (800) 877-7210.