Sr. Analyst, Annuity & Insurance - Advisor Engagement

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.

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.

• 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.

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.

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

• 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.

• CFP, CFA, or MBA.

$80,752.00 – $ (actual base salary varies based on factors such as relevant skill, prior experience, education, internal peer comparability, demonstrated performance, and geographic location). Additional compensation may include a competitive total rewards package offering 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Principals only. EOE.