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About the Role

The Project Management & Business Analysis Internship at LPL Financial is designed for highly organized, analytical students passionate about driving business outcomes through technology, process improvement, and strategic execution. This role provides hands-on experience supporting enterprise initiatives that enhance advisor experiences, improve operational efficiency, and advance LPL's digital transformation efforts.

Responsibilities

Support project planning, execution, and governance activities across technology and business initiatives.
Gather, analyze, document, and validate business and functional requirements from key stakeholders.
Create process flows, business requirements documents (BRDs), user stories, and workflow diagrams to support solution design and implementation.
Analyze current business processes and identify opportunities for operational improvement, automation, and enhanced advisor experiences.
Assist in tracking project milestones, deliverables, dependencies, risks, and action items to ensure successful project execution.
Collaborate with project managers, business analysts, product managers, technology teams, and business stakeholders to support project outcomes.
Participate in Agile ceremonies including sprint planning, backlog refinement, stand-ups, and retrospectives.
Support testing activities, user acceptance testing (UAT), defect management, and solution validation efforts.
Develop project status reports, presentations, executive summaries, and other communication materials for leadership and stakeholder audiences.
Conduct data analysis and research to support business cases, process improvements, resource planning, and strategic initiatives.
Explore opportunities to leverage AI, automation, and digital capabilities to improve operational efficiency and business processes.

Requirements

Currently pursuing a bachelor's or master's degree in Business Administration, Management Information Systems (MIS), Business Analytics, Project Management, Industrial Engineering, or a related field.
Available to work from one of LPL Financial's primary office locations.
Strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments.
Pursue greatness, act with integrity, and are driven to help clients succeed.
Embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Skills

Project planning and execution
Business analysis and requirements gathering
Cross-functional collaboration and communication
Analytical thinking and problem-solving
Process improvement mindset
Organizational and operational discipline
Stakeholder management
Ownership and accountability
Adaptability and learning agility
Data-driven decision making
Familiarity with Agile, Scrum, or traditional project management methodologies.
Knowledge of project management tools such as Jira, Azure DevOps, Smartsheet, Microsoft Project, or ServiceNow.
Experience creating process maps, workflow diagrams, and business documentation.
Proficiency in Microsoft Excel, PowerPoint, and other business productivity tools.
Familiarity with data visualization and reporting tools such as Power BI or Tableau.
Interest in AI, intelligent automation, digital transformation, and operational excellence initiatives.
Understanding of software development lifecycles (SDLC) and technology delivery processes.
Experience conducting data analysis, business research, or process improvement projects.
Interest in financial services, wealth management, or fintech solutions.

Location

LPL Financial's primary office locations

Work Type

Full-time
40 hours per week

Experience Level

Internship

Education Level

Bachelor's degree
Master's degree

Salary/Compensations

$25.00-$30.00 per hour

Benefits

Total Rewards package goes beyond just compensation and insurance.
Mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

About the Company

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.
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.
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.
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
Impactful Work: Our size is just right for you to make a real impact.
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
Community Focus: We care for our communities and encourage our employees to do the same.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

Equal Opportunity

Principals only. EOE.