Sr Analyst - Transformation Strategy

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:

The Senior Analyst, Transformation Strategy will play a highly visible role on the Transformation Office team supporting the Technology & Product transformation, with a focus on the build out and execution of our Global Resource Strategy. This role partners closely with leaders throughout the company to analyze complex problems, develop strategic recommendations, and enable execution across key firmwide initiatives. You will support the design, planning, communication, and execution of our Global Resource Strategy to help us achieve long-term strategic outcomes.

This is a high-visibility role suited for someone who finds traction in ambiguity, connects dots across the business, has extreme attention to detail, and can translate data and insights into actionable strategies.

Responsibilities:

• Strategic Data Analysis & Problem Solving
• Engage with senior stakeholders and develop executive presentations
• Program Support & Execution
• Long-term Strategic Finance Forecasting and Analytics

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 Finance, Business, or Economics (or a related quantitative discipline)
• 3+ years of experience in strategy, consulting, financial analysis, and project management
• Experience with workforce planning and identifying cost saving opportunities

Core Competencies:

• Strong presentation skills, including the ability to craft concise presentations for senior audiences
• Strong quantitative analysis skills, including experience with Excel
• Strong project management skills & ability to prioritize your own work, as well as the work of other stakeholders
• Strategic thinker with high business acumen, with the ability to delineate between root problems and symptoms
• A self-starter that is comfortable working in a fast pace environment with ranging areas of focus
• Strong interpersonal skills, including the ability to “manage without authority” and get buy-in from partners in adjacent departments

Preferences:

• High financial acumen, financial modeling expertise is a plus
• Experience in the Financial Services industry

 

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