Sr. Analyst, Program Operations

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.

This role sits in our Strategic Growth Solutions team, which designs and scales the programs that power advisor growth  Senior Analyst, Growth Program Operations, you are the run‑the‑business engine behind our advisor referral and partnership programs. As these programs take on a larger advisor base, you are the primary capacity lever that keeps service levels high and advisor experience consistent, while helping turn a growing volume of requests into cleaner, more repeatable operations.

• Run the day‑to‑day;
  Own daily operations for the advisor referral program, including the shared inbox, advisor inquiries, and issue solution, at expanded scale
• Support onboarding and ongoing management for a significantly larger base of participating advisors and referral partners
• Coordinate execution;
  Facilitate alignment and communication across partner teams (Compliance, Licensing, Onboarding, Compensation) as volume increases, keeping cases moving and clean
• Track and resolve expectations and escalations, pulling in the right partners and closing the loop with advisors
• Protect service quality;
  Serve as the primary capacity lever that keeps service levels and advisor experience consistent as the programs scale
• Maintain reporting on volumes, turnaround times, and recurring issues, while flagging process gaps early so they can be fixed before they compound

• Bachelor’s degree in Business, Finance, Operations, Strategy, or related field
• 3 - 6 years of experience in program management, business operations, or a related role, including ideally supporting advisor‑facing or client‑facing programs
• Strong organizational skills and proven comfort owning day‑to‑day operational workflows at volume
• Experience coordinating across functions (e.g., compliance, operations, onboarding) to move work to completion
• Solid analytical skills and proficiency in MS Office (Excel, PowerPoint);
  PowerBI a plus
• Clear written and verbal communication, including advisor‑facing communication
• Working knowledge of the wealth management industry and the needs of financial advisors

• Experience with referral, solicitor, partnership programs, or other advisor‑facing programs in financial services
• Familiarity with the compliance‑sensitive processes such as compensated referrals
• Track record of improving or streamlining processes as volume grows
• Pay Range: $82,091.00 - $

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.

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…