Sr. Analyst, Client Solutioning

Do you pride yourself on being a critical thinker with an entrepreneurial mindset?

Are you someone who has a knack for thinking outside the box?

Are you excited about the opportunity to build strong relationships and collaborate with internal business partners to strategize and develop innovative solutions?

Do you want to learn and grow at the nation’s largest independent broker-dealer?

If so, the Senior Business Analyst role could be for you!

Job Overview:
LPL Financial is seeking a Senior Analyst to join our Client Solutioning team within Business Design & Solutioning, Client Success. As a trusted business partner, you will be a part of an innovative, high-performing team to develop solutions, drive outcomes, lead cross-functional teams, and deliver value to new and existing advisor business lines and institutional partners. You will have the opportunity to work on the firm's highest priority initiatives to provide leadership with timely, accurate, and insightful commentary and recommendations. You will work closely with our strategic Business Owners, Product & Platform Strategy, Client Success, Legal/Risk, Technology, and other internal departments and external partners. This role will embrace strategic, entrepreneurial, analytical, product, and project management skillsets to enable our advisors and institutions to partner, operate, engage, grow, and thrive in a manner that is superior to other platforms.

The ideal candidate for this role is solution-oriented and passionate about developing solutions and delivering results, and has a combination of business acumen, a consulting mindset, and industry knowledge to assist with the development and delivery of new business solutions, tools, and integration of strategic partnerships. Additionally, you are a strategic thinker with excellent analytical capabilities, problem solving skills and a customer centric approach with the goal of exciting our advisor base, leading the market, and attracting additional business.

Responsibilities:

• Support due diligence, technology consulting initiatives, and integration activities to support strategic partnership opportunities

• Support the strategic alignment of client priorities and initiatives through ongoing leadership of a program governance structure that ensures stakeholder engagement and efficient program execution

• Collaborate with internal partners across the firm to gather and document information related to support project management of intake projects

• Understand roadmaps, plans, and metrics to communicate progress, risks, and execution approaches, and create best-in-class reports and presentations related to client priorities and initiatives

• Actively anticipate, identify, and manage risks within position scope and at the company, and raise issues to appropriate levels for attention and transparency

• Build strong relationships and collaborate with internal team members and business partners to strategize and develop innovative solutions for an industry-leading adviser and institution experience in a way that encourages creativity and continuous improvement

• Provide analysis and project management support on a variety of strategic initiatives impacting Affiliation Models and Institutional Clients, and assist in creating and implementing best practices for communication and reporting via PowerPoint, Excel, BOX, Smartsheet, Jira, Confluence, and AHA!

What are we looking for?
Strong collaborators who can support multiple workstreams to deliver a world-class client experience, thrive in a fast-paced environment and are driven to progress innovative solutions centered on client experience in a team-oriented fashion.

Requirements:

• 3+ years of experience in management consulting, product management, corporate strategy or project management preferably within a financial services or related FinTech firm

• Ability to effectively manage multiple initiatives/projects at one time, work within a team, show strong attention to detail, communicate clearly and concisely, work comfortably with incomplete information, and deal with ambiguity in a fast-paced environment

• Self-driven individual with high level of motivation, positive attitude, commitment to excellence and integrity, and ability to work in a cross-functional team and drive outcomes without having direct authority

• Strong analytical skills with an ability to identify relevant data, evaluate business opportunities within the context of the larger organization, influencing leadership based by presenting findings in a clear and actionable manner

• Expert communication skills, both written and oral, with the ability to engage and present materials to our business leaders and clients across all levels of the organization

• FINRA licenses or industry designations preferred

#LI-PA

Pay Range:

$87,225-$145,375/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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