New Grad - Project Management and Business Analyst

Job Overview:

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.

• 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 and identify opportunities for operational improvement, automation, and enhanced advisor experiences.
• Assist in 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 to leverage AI, automation, and digital capabilities to improve operational efficiency and business processes.

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.

• 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 LPL Financial’s primary 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, PowerPoint, and other business productivity tools.
• Familiarity with data visualization and reporting tools such as Power BI or Tableau.
• Interest in AI, intelligent automation, digital transformation, and operational excellence initiatives.
• Understanding of software development life cycles (SDLC) and technology delivery processes.
• Experience conducting data analysis, business research, or process improvement projects.
• Interest in financial services, wealth management, or fintech solutions.

September 21 at 11:59 PM PST

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