Sr. Analyst, Advisor Channel Strategy Activation

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

We are seeking a highly organized, execution-oriented Senior Analyst to join the Advisor Channel Strategy Activation team. This role serves as a rotational “activation analyst” who provides capacity leverage across strategic domains by implementing shared operating disciplines, with primary focus on program management.

The Senior Analyst will reduce execution overhead for domain owners by building and maintaining project plans, managing artifacts and documentation (policies, procedures, handoff packets), coordinating meetings and follow-through, and producing leadership-ready updates. The role will also strengthen team-wide visibility into work in flight, risks, and timing so progress is clear, measurable, and durable.

Responsibilities:

• Program Management and Portfolio Visibility (Primary):

  • Maintain the team’s initiative portfolio, including kanban-style tracking, 90-day plans, and detailed project plans to ensure work is sequenced, visible, and executable.

  • Proactively identify risks, dependencies, and slippage across initiatives, escalating issues and surfacing options to keep execution moving.

  • Support initiative owners during high-capacity periods by flexing across domains to stabilize plans, drive follow-through, and close gaps in execution hygiene.

• Documentation and Execution Artifacts

  • Create and maintain high-quality documentation that enables scalability and clean transitions, including policies, procedures, playbooks, and handoff packets.

  • Ensure artifacts are consistently organized, versioned, and ready for BAU owners and cross-functional partners to consume.

• Meeting Orchestration and Follow-Through

  • Schedule and coordinate working sessions and stakeholder touchpoints, including agendas, pre-reads, note capture, decision logging, and action tracking.

  • Maintain clear records of next steps, owners, and timelines to reduce ambiguity and ensure accountability across initiatives.

• Leadership-Ready Communication

  • Build concise, executive-ready updates (slides, one-pagers, status narratives) that communicate progress, risks, decisions needed, and next steps.

  • Provide enhanced visibility into what the team is working on and where executive support is required

• Continuous Improvement and Operating Discipline Adoption

  • Help implement consistent operating discipline standards across the team, improving repeatability, reducing ad hoc work, and strengthening execution stability.

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:

• 3+ years of experience in program management, business operations, strategy execution, consulting, or analytical roles requiring disciplined delivery and stakeholder coordination.

Core Competencies:

• Project management skills, including building executable plans, tracking milestones, and managing dependencies.

• Attention to detail with follow-through, organization, and ability to manage multiple workstreams concurrently.

• Written and verbal communication skills, including ability to produce clear, concise, leadership-ready materials (PowerPoint, executive summaries).

Preferences:

• Experience in financial services and familiarity with advisor affiliation models, operations, or cross-functional execution.

• Experience creating or maintaining policies, procedures, and operational playbooks to enable scalable execution and transitions.

 

Pay Range:

$79,310.00 - $132,252.00
 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 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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