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About the Role

The Senior Analyst is an analytical, highly motivated problem-solver who can move fluidly between details while remaining attuned to the Chief Legal Officer’s (“CLO”) enterprise-level priorities. The primary responsibility of this role is to oversee day-to-day operations and high-priority, ad-hoc projects to support the Chief of Staff and the CLO. Acting as a strategist, consultant, and essential partner across LPL functions, the successful candidate will drive operational excellence while advancing the strategic priorities of the CLO and the broader organization.

Responsibilities

Support the Office of the CLO with board related matters and responsibilities
Conduct research and benchmarking analyses on behalf of the CLO, delivering insights to support the business and the department to become an industry leading function
Develop dashboards and analytics for the CLO in partnership with the Legal Operations Team
Prepare, review, and consult on executive-level reports and presentations for the CEO, Board of Directors, and Management Committee
Drive cross-functional change initiatives throughout LPL on behalf of the CLO and Chief of Staff
Enhance operational rigor of the Office of the CLO through implementation of efficiency initiatives and progress-tracking of key priorities
Support CLO prep for quarterly Board of Directors meetings
Lead ad-hoc projects aligned with CLO priorities
Provide consultative guidance on organizational design, planning, and workforce optimization initiatives
Partner with FP&A on budget and other finance-related matters

Requirements

Bachelor’s degree in finance or equivalent relevant work experience
4+ years of experience in finance, strategy, and/or consulting, preferably within the Financial Services industry
Comfortable building presentations, talking points or other written materials as needed.
Ability to translate complex information into digestible and sharable ‘stories’ or report-outs.
Strong written and verbal communication skills, with the ability to engage effectively with senior and executive-level leaders
Proven ability to synthesize complex information into concise, executive-level presentations and materials
Ability to leverage resources and manage multiple priorities concurrently with minimal supervision
Strong commitment to timely execution of top priorities and high-quality deliverables

Skills

Finance
Strategy
Consulting
Financial Services
Presentation building
Written communication
Verbal communication
Information synthesis
Resource leveraging
Priority management
Timely execution
High-quality deliverables

Experience Level

4+ years of experience

Education Level

Bachelor’s degree in finance or equivalent relevant work experience

Salary/Compensations

$72,100.00 - $120,201.00

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

About the Company

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.

Equal Opportunity

Principals only. EOE.