Analyst, Finance, Corporate Insurance

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:
LPL Financial is seeking a strong applicant to join our Corporate Insurance team within Treasury and Capital Markets, one of the most visible areas in Finance. In this role you will provide critical analysis and insights to support informed decision-making and drive continuous improvement in risk management and insurance strategies.

Responsibilities:

Policy & Program Management

• Manage all aspects of the corporate insurance program and various lines of insurance, including policy renewals and broker/insurer relationships.

• Coordinate development of renewal and underwriting submissions, including gathering insurance policy renewal data across LPL departments.

• Support Captive Insurance renewals and claims data gathering, analysis, tracking, and reporting.

• Assist in obtaining optimal coverage and insurance recovery in collaboration with LPL’s insurance broker and insurers.

Vendor & Third-Party Oversight

• Manage relationships with third-party service providers, including brokers, insurers, underwriters, and administrators.

• Support development, implementation, and maintenance of standard operating procedures and third-party vendor risk assessments.

Claims Management

• Coordinate and support the claims management process, including insurer reporting, tracking, and stakeholder updates.

• Assist LPL Financial Advisors and Attorneys in navigating insurance claim handling functions with LPL’s insurers.

Risk Analysis & Loss Prevention

• Identify potential risk exposures and recommend solutions or program modifications to support loss prevention.

• Conduct insurance coverage gap analysis and evaluate effective transfer of risk to third-party insurance coverages.

• Optimize LPL’s captive insurance company through data analysis and recommendations.

Reporting & Presentations

• Prepare senior management-level presentations and reporting on insurance decision points, KPIs, dashboards, and strategic initiatives.

• Create PowerPoint presentations and documentation for renewals and other program-related obligations.

Compliance & Administrative Support

• Support insurance program due diligence for internal and M&A strategic opportunities.

• Assist with workers’ compensation insurance audits and renewal functions.

• Provide ad-hoc analysis, financial modeling, and support for insurance-related projects and administrative tasks.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• BA/BS in Finance, Business, Economics, Insurance, Risk Management, or a related field

• Advanced proficiency in Microsoft Excel and PowerPoint

Core Competencies:

• Proactive mindset with the ability to take initiative

• Team‑oriented approach with a collaborative work style

• High level of integrity, motivation, and commitment to excellence

• Strong communication, presentation, and writing skills

• Ability to effectively communicate with senior management

• Ability to analyze information, identify key insights, and understand broader business context

• Comfortable working with incomplete information and navigating ambiguity in a fast-paced environment

• Strong problem‑solving skills, with the ability to present both issues and recommended solutions

Preferences:

• 1-3 years of experience in corporate finance, corporate development, corporate risk management, insurance underwriting, or claims processing

 

Pay Range:

$61,066-$101,777/year
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 @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 (855) 575-6947.

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