Sr. Analyst, Operational Readiness

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.

Generate Interest:

Help shape how frontline teams prepare for the business events, product launches, technology releases, and process changes that affect advisors and investors. In this individual contributor role, you will turn complex operational information into practical readiness plans, clear communications, and data-informed recommendations that improve service delivery and the advisor and client experience.

Job Overview:

As a Senior Analyst, Operational Readiness, you will support the planning, assessment, and execution of readiness activities for advisor- and investor-impacting initiatives. You will partner across Product, Technology, Operations, Communications, Marketing, Learning & Development, Service, and Workforce Management to help frontline teams prepare for upcoming business events, product launches, technology releases, defect remediations, regulatory initiatives, and process changes. You will independently coordinate multiple initiatives, identify operational risks and dependencies, analyze service and routing impacts, and develop mitigation strategies that reduce call drivers and improve the advisor and client experience.

Responsibilities:

Partner with Product, Technology, Operations, Communications, Marketing, Learning & Development, Service, and Workforce Management teams to plan readiness for advisor- and investor-impacting initiatives.

Conduct readiness assessments to identify operational impacts, risks, dependencies, training needs, communication requirements, potential call drivers, and service-demand implications.

Maintain awareness of upcoming product launches, technology changes, defect remediations, regulatory initiatives, business events, routing strategies, queue structures, advisor segmentation models, and service support frameworks.

Develop and distribute Service-wide readiness communications, executive summaries, frontline talking points, FAQs, knowledge articles, manager huddle content, and awareness materials.

Maintain readiness dashboards, calendars, project trackers, status reporting, decisions, risks, and action items; escalate concerns and dependencies when appropriate.

Analyze historical call-driver data, queue performance, contact-driver trends, transfer patterns, routing outcomes, and service-performance metrics to forecast impacts and identify mitigation opportunities.

Prepare executive-level presentations and status updates, summarizing initiative impacts, readiness progress, operational risks, and mitigation strategies.

Support routing optimization initiatives by documenting business requirements, validating operational workflows, assessing readiness impacts, and coordinating communications and training plans.

Collaborate with Workforce Management and Service Operations to evaluate demand impacts and recommend routing, skill, queue, workflow, or support-model adjustments.

Monitor post-launch performance to identify unintended routing impacts, volume shifts, escalations, or advisor-experience concerns and recommend corrective actions.

Contribute to continuous improvement efforts that strengthen readiness processes, communications, contact resolution, operational efficiency, and stakeholder experience.

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…