Sr. Analyst, Annuity & Insurance Growth - Advisor Engagement

Sr. Analyst, Growth and Advisor Enablement

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 Sr. Analyst, Growth and Advisor Enablement supports the execution of initiatives designed to increase adoption and effective use of LPL's annuity and insurance product lines. This role focuses on delivering data-driven insights, developing advisor-facing materials, and supporting campaigns and programs that enhance awareness and usability of solutions within advisor practices.

Working closely with cross-functional partners and senior team members, the Sr. Analyst helps translate product features into clear, actionable guidance and contributes to improving advisor experience through continuous feedback and analysis. This role plays a key part in measuring program effectiveness and identifying opportunities to enhance engagement and outcomes.

Roles & Responsibilities:

• Support execution of initiatives aimed at increasing awareness and adoption of annuity and insurance products.
• Develop and maintain advisor-facing materials, including presentations, guides, and training content.
• Assist in the execution of advisor engagement efforts such as campaigns, events, and training programs.
• Analyze data and performance metrics to evaluate program effectiveness and identify improvement opportunities.
• Gather and synthesize advisor feedback to support continuous improvement of tools, processes, and offerings.
• Collaborate with internal teams and partners to support go-to-market and enablement activities.

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:

• Undergraduate degree in Business, Finance, or related.
• 2–4+ years of experience in wealth management, financial services, insurance, or a related field
• Series 6 and 63 licenses or willing to obtain

Core Competencies:

• Strong analytical and problem-solving skills with ability to interpret data and generate insights
• Ability to translate complex concepts into clear, concise communications
• Proficiency in PowerPoint, Excel, and data analysis tools
• Strong organizational skills and attention to detail Effective communication skills and ability to collaborate across teams

Preferences:

• CFP, CFA, or MBA

Pay Range:

$80,752.00 - $ 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, 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.

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