Senior Analyst, Investment Product Transformation & Execution

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:

The Senior Analyst, Investment Product Transformation and Execution will play a critical role in leading large-scale strategic initiatives across LPL’s Investment Management Solutions organization, working closely with teams such as Investment Products, Alternative Investments, and Strategic Partners. 

This candidate will have the opportunity to support the development, execution, and delivery of high-impact business initiatives aligned with LPL’s long-term growth deliverables. Success in this role requires a strategic mindset, strong execution skills, and the ability to navigate ambiguity while collaborating across teams and functions. A solid understanding of business fundamentals, a consultative approach to problem-solving, and clear communication with stakeholders are essential.

Responsibilities:

• Drive evaluation and integrations for investment-management related strategic partnerships and contribute to firm’s monetization.
• Prepare executive-level presentations and reports to communicate initiative progress, risks, and strategic recommendations.
• Conduct market and competitive analysis to identify growth opportunities and inform strategic direction.
• Lead internal stakeholders to align vision, strategy, and goals, applying critical thinking to articulate value propositions.
• Own the development and execution of investment product strategies and go-to-market plans, including performance tracking and reporting.
• Partner with product, technology, operations, compliance, and marketing teams to ensure seamless execution of high-impact initiatives.

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:

• Bachelor’s degree in Business, Finance, Economics, or a related field
• 5+ years of experience in financial services, consulting, or strategic project management.
• Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights.
• Proven experience managing and executing cross-functional projects.
• Excellent communication and presentation skills, with the ability to influence stakeholders at all levels.

Core Competencies

• Self-motivated with a strong sense of ownership, integrity, and a commitment to excellence.
• Familiarity with wealth management, investment products, and advisory platforms.
• Experience working in a matrixed organization with multiple stakeholders.
• Proven ability to lead projects and influence outcomes without direct authority while driving decisions forward even in complex or ambiguous situations.
• Demonstrated business acumen and experience interacting with senior leadership, including developing and presenting business cases.
• Adaptable and resilient in a fast-paced environment with shifting priorities.
• Support LPL’s foundational values through behaviors that drive team culture.
• Executive presence and ability to synthesize complex topics for senior audiences.

Preferences:

• MBA or advanced degree preferred.
• Change management or transformation

 

Pay Range:

$79,125-$131,875/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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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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