Senior Analyst, Finance Strategic Support

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 Finance organization at LPL is seeking a Sr. Analyst to support the VP, Strategic Support, who directly supports LPL’s Chief Financial Officer (CFO). The Senior Analyst must be an analytical, highly-motivated problem-solver who is able to move fluidly between details while staying attuned to the macro vision of the CFO. The primary responsibility of this role will be overseeing day-to-day support and high-priority ad-hoc projects to support the AVP of Strategic Support and CFO.

Roles & Responsibilities:

• Serve as connection point across CFO’s leadership team and key external partnerships
• Coordinate and drive execution of cross-functional strategic initiatives
• Lead ad-hoc projects related to CFO priorities
• Prepare and consult on executive-level reports and presentations for the CFO, Board of Directors, and Management Committee
• Partner with Finance leadership to deliver, monitor and communicate progress against goals/OKRs
• Drive employee interaction and engagement efforts, including employee communications and finance-wide talent management actions

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:

• A minimum of 4 years’ relevant experience as a chief of staff, project manager, or similar
• BA/BS degree in Finance, Accounting, or related field
• Experience creating executive presentations and materials

Core Competencies:

• Strong strategic and financial acumen
• Expert user of Microsoft PowerPoint and Excel
• Detail oriented and able to see the bigger picture
• Strong written and verbal communication skills with the ability to interact effectively with upper-level executives
• Proven ability to synthesize complex concepts into concise executive-level presentations
• Ability to manage multiple tasks concurrently with minimal supervision

Preferences:

• Experience in wealth management and/or broker-dealer space
• Advanced degree

 

Pay Range:

$80,752.00 - $134,518.00

 

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 affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

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.

EAC 5.19.26