LPL Financial Holdings, Inc. is hiring: Sr Analyst, Business Management in Fort

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

Reporting to the Chief of Staff to the CTIO, the Sr Analyst, Business Managementwill be a key contributor to the Office of the CTIO operations team through providing business support responsibilities.

Responsibilities:

• Partner with team to build out PPT decks for Board of Directors, Management Committee and CEO 1:1 materials.
• Research the analytics of CTIO calendar to develop insights around business and operational performance and work to optimize.
• Track progress of key strategic and operational drivers and optimize management's data reporting abilities
• Assist with cross-functional projects including measuring progress and driving successful business outcomes
• Own upcoming key meetings and prep for the CTIO
• Own 1:1 materials with Leadership Team and CTIO
• Assist with context creation and agendas for key internal and external discussions (Chief Technology and Information Officer's Leadership Team Meetings and Offsite Sessions, Management Committee meetings, and Board presentations, etc.)
• Assist with collaborating with Chiefs of Staff in CTIO to guide CIO operating plans
• Assist with maintenance of repository of CIO level Top 10 Priorities/Wins

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor's degree in business administration, Information Technology, Finance, or working in a similar capacity
• A minimum 3 years of Business Operations Support including working to build out strategic PowerPoint decks and running reports in Excel
• 1+ year of technology or financial services experience
• Project and/or change management experience
• Advanced communication both written and oral and interpersonal skills

Core Competencies:

• Comfort level with presenting materials to direct manager up through the Executive level. May need to serve as one of the recognized subject matter experts on the team
• Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests
• Adaptability to manage multiple shifting priorities with tight timelines when there is ambiguity but still drive toward outcomes and course correct when needed

Preferences:

• Experience with MS Office Suite
• Strong metric and analytics background
• High emotional intelligence and business partnership skills
• Strong work ethic and positive attitude
• Self-motivated learner and intellectually curious; ask questions and respectfully challenge status quo in pursuit of process improvement

#LI-Hybrid

Pay Range:
$70,000.00 - $116,700.00

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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.