Summer Intern - Business Analyst and Project Management

The Project Management & Business Analysis Internship at LPL Financial is designed for highly organized, analytical students who are passionate about driving business outcomes through technology, process improvement, and strategic execution. This role provides hands‑on experience supporting enterprise initiatives that enhance advisor experiences, improve operational efficiency, and advance LPL’s digital transformation efforts.

Successful candidates bring a structured approach to problem‑solving, stakeholder engagement, and project execution. They are skilled at breaking down complex business challenges,gathering and documenting requirements, and translating insights into actionable recommendations. Interns will collaborate across business and technology teams to support project delivery, process optimization, and strategic initiatives while gaining exposure to Agile methodologies, data-driven decision making, and emerging technologies, including AI-powered solutions.

• Support project planning, execution, and governance activities across technology and business initiatives.

• Gather, analyze, document, and validate business and functional requirements from key stakeholders.

• Create process flows, business requirements documents (BRDs), user stories, and workflow diagrams to support solution design and implementation.

• Analyze current business processes andidentifyopportunities for operational improvement, automation, and enhanced advisor experiences.

• Assistin tracking project milestones, deliverables, dependencies, risks, and action items to ensure successful project execution.

• Collaborate with project managers, business analysts, product managers, technology teams, and business stakeholders to support project outcomes.

• Participate in Agile ceremonies including sprint planning, backlog refinement, stand‑ups, and retrospectives.

• Support testing activities, user acceptance testing (UAT), defect management, and solution validation efforts.

• Develop project status reports, presentations, executive summaries, and other communication materials for leadership and stakeholder audiences.

• Conduct data analysis and research to support business cases, process improvements, resource planning, and strategic initiatives.

• Explore opportunities toleverageAI, automation, and digital capabilities to improve operational efficiency and business processes.

We’relooking 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.

• Currently pursuing a bachelor’s or master’s degree in;
  Business Administration, Management Information Systems (MIS), Business Analytics, Project Management, Industrial Engineering, Related field

• Available to work from one of LPLFinancial’sprimary office locations.

• Project planning and execution

• Business analysis and requirements gathering

• Cross‑functional collaboration and communication

• Analytical thinking and problem‑solving

• Process improvement mindset

• Organizational and operational discipline

• Stakeholder management

• Ownership and accountability

• Adaptability and learning agility

• Data‑driven decision making

• Familiarity with Agile, Scrum, or traditional project management methodologies.

• Knowledge of project management tools such as Jira, Azure Dev Ops, Smartsheet, Microsoft Project, or Service Now.

• Experience creating process maps, workflow diagrams, and business documentation.

• Proficiency in Microsoft Excel,…