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:
Do you enjoy exploring ways companies can operationalize their strategy? What about aligning strategic investments to enhance the client experience? Or collaborating across strategy, business, product, technology and finance teams to deliver value to our client? Are you passionate about the financial advice industry and what's ahead? If so, the Sr. Analyst role in our Strategic Planning team could be for you!
The Sr. Analyst role will be a key player in exploring how LPL can differentiate and deliver innovative ways to increase LPL’s enterprise value. We are looking for candidates who are adept at connecting the vision to execution while adapting to a rapidly changing ecosystem.
The Sr. Analyst role will be part of our fast-paced Strategic Planning team that coordinates with stakeholders across the organization to turn LPL’s ambitious vision into reality and measurably benefits our clients and LPL. Our Sr. Analysts combine strategic thinking, process design, portfolio management, financial and data analysis, technical and industry knowledge to explore, operationalize, prioritize and monitor the strategic initiatives that will set LPL apart from the competition.
Responsibilities:
- Be a key team member in the team responsible for defining and operationalizing LPL’s strategy
- Translate the corporate strategy into roadmaps and initiatives
- Take a data-driven approach to measuring value and benefits of strategic investments
- Coordinate across LPL to implement consistent processes for investment review and prioritization
- Validate that approved initiatives deliver the associated value to clients and LPL
- Seek opportunities to accelerate opportunities
- Serve as project manager, as needed, for new initiatives and discovery pilots
What are we looking for?
We are looking for a high energy, versatile thinker-doer with a foundational understanding of Corporate Strategy. We are looking for people with a growth mindset, strong organizational, critical thinking, and analytical skills.
Requirements:
- Bachelor’s degree in Business, Strategy, Engineering, or the Liberal Arts
- 2+ years of experience in either strategic planning and/or management consulting optimally in wealth / financial services industry.
- Experience in some combination of customer experience, process design, financial analysis and project management.
Preferences:
- Strategic Planning experience, or equivalent.
- Knowledge or background in financial services and/or wealth management and advisor services
- Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner.
- Superior presentation skills & building a story narrative.
- Able to present summarize complex topics and findings to senior management
- Proven experience collaborating across functional areas including product, technology, and finance as well as senior executives
- Able to analyze measureable value across a diverse set of initiatives
Pay Range:
$85,720-$128,580/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.
