Senior Analyst, Business Management

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 is an analytical, highly motivated problem-solver who can move fluidly between details while remaining attuned to the Chief Legal Officer’s (“CLO”) enterprise-level priorities. The primary responsibility of this role is to oversee day-to-day operations and high-priority, ad-hoc projects to support the Chief of Staff and the CLO.Acting as a strategist, consultant, and essential partner across LPL functions, the successful candidate will drive operational excellence while advancing the strategic priorities of the CLO and the broader organization.

Responsibilities:

Support the Office of the CLO with board related matters and responsibilities

Conduct research and benchmarking analyses on behalf of the CLO, delivering insights to support the business and the department to become an industry leading function

Develop dashboards and analytics for the CLO in partnership with the Legal Operations Team Prepare, review, and consult on executive-level reports and presentations for the CEO, Board of Directors, and Management Committee Drive cross-functional change initiatives throughout LPL on behalf of the CLO and Chief of Staff Enhance operational rigor of the Office of the CLO through implementation of efficiency initiatives and progress-tracking of key priorities

Support CLO prep for quarterly Board of Directors meetings

Lead ad-hoc projects aligned with CLO priorities

Provide consultative guidance on organizational design, planning, and workforce optimization initiatives

Partner with FP&A on budget and other finance-related matters

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 or equivalent relevant work experience4+ years of experience in finance, strategy, and/or consulting, preferably within the Financial Services industry

Comfortable building presentations, talking points or other written materials as needed.

Ability to translate complex information into digestible and sharable ‘stories’ or report-outs.

Core Competencies:

Strong written and verbal communication skills, with the ability to engage effectively with senior and executive-level leaders

Proven ability to synthesize complex information into concise, executive-level presentations and materials

Ability to leverage resources and manage multiple priorities concurrently with minimal supervision

Strong commitment to timely execution of top priorities and high-quality deliverables

Pay Range:$72,100.00 - $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…