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Sr. Analyst

Job ID: R-007972 Date posted: 10/25/2019 Primary Location CA-San Diego Other Locations SC-Fort Mill

Job Description

The sales management group within National Sales is responsible for leading firm wide efforts which enable data driven decision making throughout the firm. The overall objective of the group is to ensure that LPL is leveraging data driven insights to execute against priorities which drive growth, improve profitability and support the client experience.

The Sr. Analyst of Sales Management position will provide sales management capabilities which support the integration and alignment of multiple sales organizations aimed at driving sales growth. The Sr. Analyst will play a key role in transitioning multiple sales structures and practices into one unified organization aligned around a common set of shared goals.  As a member of the National Sales organization, the Sr. Analyst will be responsible for the Advisory and Brokerage sales reporting packages with a deep understanding of key trends influencing the outcomes.  Additionally, the role will require consistent engagement with sales leadership to develop the sales strategy, orient the team priorities, and support broader management needs via ad hoc projects.

Job Duties:

Partner with sales leaders to develop a holistic strategy to drive same store sales growth across all product lines

Connect the dots between industry trends, change management opportunities, and targeted sales efforts to orient the teams around a common set of management goals and outcomes

Inventory all sales management tools, resources and support to identify opportunities for improvement, consistency and alignment

Play an integral part in annual sales goals planning process, incentive compensation plan design, and other sales related projects

Partner with Business Intelligence and Sales to provide operational support of the sales segmentation strategy and targeted campaign efforts

Stay connected with broader sales (new store sales) and consulting efforts to ensure the highest-level optimization of sales resources

Conduct ad-hoc analysis as appropriate to support priority sales initiatives; respond in a timely manner to ad hoc questions from executives

Ability to work within a team, take initiative, and interact effectively with business partners leveraging strong interpersonal and written communication skills, including an ability to discern relevant information and highlight for an executive audience


Bachelor’s degree in Business, Economics, Finance or a related discipline is required

7+ years of related work experience with 5+ years supporting a sales organization. Financial Services industry experience is preferred

Budgeting and Forecasting - leverage subject matter expertise for both financial and non-financial metrics as assigned

Significant experience in Tableau, MS Excel and PowerPoint is required

Experience in streamlining or reducing non-impactful activities via improved systems and/or processes

Ability to work within a team, take the initiative and to interact effectively with business partners and all levels of management leveraging strong interpersonal and written communication skills

We offer a competitive salary and benefits package. Please login or create an account to apply to this position.  Principals only.  EOE

About LPL Financial:

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 and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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