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Senior Business Analyst

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Job ID R-025250 Date posted 09/01/2022 Primary Location CA-San Diego Other Locations SC-Fort Mill

Are you data-driven? Do you enjoy performing analytics and reporting to drive strategic decision making? Are you passionate about the financial services industry? Join the team leading the analytical charge for the nation’s largest independent broker-dealer.

Job Overview:

The LPL Finance department’s Integration Office  is currently seeking to hire a Sr. Business Analyst.  This team member will be responsible for supporting M&A and large deal integration activities related to the firm’s growth strategy, as well as identifying and implementing continuous improvement opportunities.

This qualified professional will have a strong analytics and business initiative support background, as well as a working knowledge of the Financial Services and Customer Experience spaces.  Strong collaboration and presentation skills are a plus as you’ll work closely with other functions in the company to drive positive change. Exceptional analytical and organizational skills, and the ability to independently drive work and continuous improvement is vital. 


·Partner with Integration Office team members and other firm wide stakeholders to drive deal execution by developing work breakdown structures informed by analysis of diligence data and derived insights

·Design and support implementation of deal appropriate governance, issue and risk management activities. Leverage to drive firm-wide collaboration and alignment to improve overall M&A execution

·Develop and maintain a process to identify, document, implement and measure effectiveness of deal related lessons learned.  Build a multi-year roadmap to drive continuous improvements.

·Establish and maintain change control activities related to the Integrations Office’s baseline execution library and data repository (diligence material, execution policies and procedures, templates and accelerators, best practices)

·Deliver high quality, high impact communications and analysis to LPL executives to inform decision making, strategy and execution across the firm.

·Manage one off projects and conduct/support meetings and presentations to share ideas and findings. Analyze business processes, procedures and organization structure to identify problems and determine solutions.

·Stay apprised of latest modern work and execution techniques and IT advancements that inform our ability to automate and modernize how we conduct our work

·Provide data analytics and data oversight as required in support of team needs.

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.


·Bachelor’s degree in a related field; MBA or other equivalent work experience

·3-5 years of business analysis/equivalent experience supporting firm level business units an initiatives

Core Competencies:

·Business process analysis, project management, data management and visualization experience

·Exceptional skills in fact base development, ability to synthesize and translate data into strategic story-telling

·Comfortable with application of modern methods (Agile, SAFe, Lean Six Sigma) capabilities, and reporting

·Demonstrates creativity, leadership and communication skills

·Ability to work independently and contribute to team deliverables

·Good collaboration and interpersonal skills, self-motivated, willingness to take on challenges and adapt to change

·Passion for driving action and improvement resulting in exceptional experiences and outcomes for Advisors, end-investors and employees

·Strong mathematical/statistics/applied analytics background


·Previous M&A experience within the Financial Services a plus

·Data analytics certifications (CAP, Certification of Professional Achievement in Data Sciences, etc.)

·Project management certifications

·Six Sigma Black or Green Belt certifications

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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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 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.

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