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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at
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Sr. Analyst, Strategy & New Ventures

Job ID: R-014083 Date posted: 04/15/2021 Primary Location CA-San Diego

Do you enjoy defining, evaluating, and executing strategies to drive growth and help a business stay competitive? Are you passionate about using data and insights to make recommendations and support decision-making? Do you excel at communicating complex messages in a clear and concise manner? Excited to learn more? If so, then this could be the role for you!


We are currently looking to hire a Senior Analyst in the Strategy & New Ventures (S&NV) team, focused on Business Strategy. The Senior Analyst will report into Senior Vice President, Business Strategy and help define strategic priorities and identify key capabilities needed for LPL’s business units to effectively compete in the marketplace.

The output from these efforts will also support the development of the firm’s long-term strategy and enterprise-wide strategic projects. To do so, the individual must have outstanding critical thinking skills, strong ability to turn analytics into compelling insights, and be capable of concise oral and written communication. Experience in industry/competitive intelligence, strategy consulting firms, solving for highly unstructured problems in an iterative, hypothesis-driven, “answer first” approach is a plus.

What will you do?

·Help manage and execute hand-picked enterprise-wide strategic initiatives within the purview of one of these areas: market growth/penetration, customer experience & journeys, product & technology enhancement, or sales & service enablement

·Conduct independent research & analysis, including understanding customer insights and the competitive landscape, and prepare a business case for a specific opportunity

·Assist in partnering with key business units and functional groups to help define the strategy and transform ongoing strategic priorities into investment needs and other strategic decisions around capabilities and products to be built

·Support select business units with market analysis and go-to-market strategy development for their products and services

·Work with internal clients on a consultative engagement basis, to help create strategic solutions to the organization’s most pressing issues, such as: market sizing, new go to market strategies, product and solution development, profitability analyses, competitive assessments and bench-marking, etc.

·Serve as part of an internal consulting function to help enhance and mobilize our corporate strategy

·Provide project/stakeholder management and analytical support as needed

What we are 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 value-add.

What skills, experience and/or education is required?

·1-3 years of experience at a top-tier management/strategy consultancy or part of a company’s corporate strategy & business development team; Bachelor’s degree in a related field 

·Proficiency in strategy development, strategic planning process, investment planning & portfolio management, and operational execution

·Hypothesis driven, comfortable working in ambiguous situations, and ability to tell a story & develop frameworks to get to ‘so what’

·Basic knowledge of the wealth management and financial advice industry, including customer trends, key players, differentiating capabilities, and profit drivers (preferred not required)

·Strong interpersonal and communication skills and experience influencing senior leaders

·Proficiency in PowerPoint, Excel, Word and Outlook

This position will temporarily be working remotely during COVID-19. Once we are allowed to return to office, this person will be located in San Diego, CA.

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!

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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 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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