Sr. Analyst, Sales Enablement

This role is part of the Sales Enablement team within LPL Business Solutions under the Business and Lifecycle Solutions organization. Sales Enablement equips our teams with the knowledge, tools, and processes to optimize performance, streamline workflows, and enhance sales effectiveness.

You will be responsible for data-driven analysis, go-to-market strategy execution, and sales enablement support to drive business growth and operational efficiency. This role blends project management, marketing and sales expertise, and business analytics to empower decision-making and improve sales outcomes. It also provides exposure to senior leadership across multiple divisions within LPL.

Roles & Responsibilities

• Collaborate to develop and execute go-to-market strategies for new business lines, products, and client segments.

• Provide data-driven analysis and develop metrics, KPIs, and insights that support decision-making and sales performance optimization.

• Equip the sales team with compelling content, tools, and strategies to enhance client engagement and meet targets.

• Leverage technology and automation to simplify processes and create scalable, flexible, and efficient solutions.

• Lead cross-functional collaboration across Sales, Marketing, Product, Delivery, and Technology teams to ensure seamless execution of initiatives.

• Analyze reports and market data to provide actionable business intelligence and strategic recommendations.

• Support sales forecasting, lead generation, and prospecting initiatives to drive business growth.

• Maintain and enhance internal controls, ensuring accuracy, completeness, and compliance.

• Identify and implement continuous improvement initiatives to increase efficiency and effectiveness.

• Proactively adapt to evolving business needs and contribute to key organizational initiatives.

What We’re Looking For

We want strong collaborators and strategic thinkers who are client-focused, solution-oriented, and thrive in a fast-paced, results-driven environment.

Requirements:

• Bachelor’s degree in business, finance, marketing, or a related field.

• 4+ years of experience in sales enablement, strategy, marketing, business analytics, or corporate finance in a B2B or financial industry setting.

• Strong analytical and problem-solving skills with experience interpreting and presenting data.

• Experience with B2B sales cycles, marketing technology, and automation tools.

• Technical proficiency in PowerPoint, Excel, Smartsheet, Tableau (preferred), and Salesforce (Lightning, Engage, Leads, Opportunities, Forecasts).

• Knowledge of marketing automation platforms (e.g., Pardot, Showpad) and sales engagement tools.

• Ability to work both independently and collaboratively across geographically dispersed teams.

• Excellent communication, organization, and project management skills with a strong attention to detail.

• A proactive, self-motivated mindset with the ability to navigate ambiguity and drive initiatives forward.

Preferred Qualifications:

• Experience in financial services, sales, marketing, or go-to-market strategy.

• Background in financial analysis, business intelligence, and process optimization.

• Familiarity with Excel Macros, Alteryx, Canva, and other analytics/reporting tools.

#LI-PA

Pay Range:

$87,500-$145,800/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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