Sr Analyst, Technology and Product Transformation

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:

LPL Financial is seeking a Senior Analyst, Technology and Product Transformation, to support execution of transformation initiatives across our Technology, Product Development, and Digital Innovation organizations. This role will focus on driving analysis, project execution, operational improvements, and reporting activities that help advance organizational priorities and transformation objectives.

The successful candidate will partner with leaders and stakeholders across Technology, Product, and Global Capability Center teams to support program delivery, develop insights and recommendations, create executive communications, and contribute to measurable improvements in efficiency, effectiveness, and business outcomes.

Responsibilities:

• Support execution of transformation initiatives by leading project activities, workstreams, analyses, and deliverables across Technology and Product organizations.
• Conduct quantitative and qualitative analysis to identify opportunities for process improvement, operational efficiency, and organizational effectiveness.
• Develop business cases, presentations, dashboards, reports, and executive materials to support decision-making and governance activities.
• Monitor program performance, track milestones, identify risks and dependencies, and support mitigation planning.
• Coordinate across stakeholders to gather requirements, facilitate meetings, document decisions, and ensure follow-through on action items.
• Assist with portfolio reporting, KPI tracking, and value realization measurement for transformation initiatives.
• Support implementation of process improvements, operating model enhancements, and AI-enabled capabilities.
• Develop clear and concise communications for leadership updates, governance forums, and stakeholder engagement activities.
• Maintain project plans, workstream documentation, and transformation artifacts to ensure effective execution and transparency.

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:

• 5+ years of experience in technology, product, consulting, strategy, transformation, business operations, project management, or related functions.
• Experience supporting cross-functional projects and working with multiple stakeholder groups.
• Analytical skills with the ability to synthesize information, identify trends, and develop actionable insights.
• Experience building PowerPoint presentations, reports, dashboards, and executive communications.
• Organizational and project management skills with attention to detail and follow-through.
• Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment.
• Effective written and verbal communication skills.
• Proficiency in Microsoft Office, including Excel and PowerPoint.

Core Competencies:

• Analytical problem-solving and critical thinking.
• Project execution and workstream management.
• Communication and storytelling.
• Stakeholder collaboration and relationship building.
• Organization and attention to detail.
• Continuous improvement mindset.

Preferences:

• Experience within financial services, wealth management, technology, or product organizations.
• Exposure to transformation programs, process improvement, digital transformation, or organizational change initiatives.
• Background in consulting, business operations, project management, strategy, or analytics.
• Experience developing KPIs, reporting frameworks, and performance dashboards.
• Familiarity with Agile methodologies, portfolio management, or product operating models.

#LI-PA

 

Pay Range:

$91,670.00 - $152,852.00
 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.

EAC 5.19.26