Senior Analyst, Strategy & Analytics

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.

What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

We are seeking a highly analytical and strategic Senior Analyst to join our Business Line Strategy team. In this role, you will blend deep analytics, strategic research, and business enablement to help shape and scale our Affiliation Model offerings. You will be instrumental in building robust reporting infrastructure, conducting data-driven research, and supporting business teams with actionable insights and training materials.

Responsibilities:

Reporting & Analytics

• Design, develop, and maintain dashboards and reports to track key performance indicators (KPIs) across our affiliation models.

• Develop automated reporting solutions for internal teams, including inside sales.

• Analyze and interpret data to deliver actionable insights on lead engagement, conversion funnels, and model adoption.

• Implement business workflows that support data-driven recommendations and segmentation strategies.

• Collaborate on testing and pilot programs by designing relevant data metrics and performing post-analysis evaluations.

Strategy & Research

• Analyze performance across various models and advisor segments to drive strategic initiatives.

• Conduct thorough market research and competitive benchmarking within the financial services sector.

• Manage strategic projects aimed at enhancing and expanding our lending capabilities.

• Act as a representative and advocate for the Business Line Strategy team when interacting with key partners.

• Innovate, test, and introduce new solutions to address complex business challenges.

Collaboration & Communication

• Work cross-functionally with teams from sales, product, strategy, and operations.

• Present insights and recommendations to senior and executive leadership with clarity and confidence.

• Ensure consistency in messaging, materials, and the use of data across all affiliation models.

What are we looking for?

We value strong, collaborative professionals who are committed to delivering a world-class client experience. Ideal candidates thrive in fast-paced environments, are client-focused, team-oriented, and have a knack for encouraging creativity and continuous improvement.

Requirements

• 3-5 years in strategy, analytics, or business intelligence; preferably in financial services.

• Proficiency with BI tools (e.g., Tableau, Power BI) and analytics tools (e.g., Excel, SQL, Python, or R).

• Demonstrated experience in market research, strategic analysis, and generating business performance insights.

• A Bachelor’s degree in business, finance, data analytics, strategy, or a related field. A Master’s degree is a plus.

Core Competencies

• Exceptional written and oral communication skills; ability to develop executive-level and client-facing materials.

• Capable of working independently and managing shifting priorities in a fast-paced, high-volume environment.

• Strong time management and multitasking abilities to simultaneously handle multiple initiatives.

• Demonstrated ability to interact professionally with diverse groups, including executives, managers, and subject matter experts.

Preferences

• In-depth knowledge of the wealth management space and financial advisory services.

• Prior experience supporting a financial services organization in a similar capacity.

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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