Sr. Data Analyst, Advisor Integrations

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:

The Senior Analyst, Liquidity & Succession- Integrations will be part of an innovative, entrepreneurial, high-performing team. They will work closely with the Corporate Development and Business Strategy teams to provide exemplary experience to advisors seeking to guide their businesses through the next evolution. As part of the Liquidity & Succession offering, LPL seeks to offer an opportunity for advisors to monetize the valuable businesses they have built without disrupting the service they provide to clients today. The Integrations Sr. Analyst will support the AVP Project lead and must be able to engage in strategic and operational discussions with our cross-functional business partners.

If you want to learn and grow with us, this is the role for you. The Senior Analyst role will make you an expert in LPL’s affiliation models, quickly making you a competitive candidate for other internal opportunities.

Responsibilities:

• Build strong relationships and collaborate with internal business partners to strategize and develop innovative solutions for an industry-leading advisor experience.

• Support the L&S projects by ensuring the integration of the advisor’s business is seamless and prepares them to thrive in their new business environment

• Partner with the Integrations AVP to provide end-to-end advisor integration experience of this new model from the ground up by serving as lead point-of-contact through each phase of the M&A process – from due diligence through to the ultimate closing of the transaction

• Support the relationship and provide assistance to the AVP in order to help them integrate the advisors existing business into LPL’s platform seamlessly

• Execute multiple client engagements simultaneously and multi-task in a fast paced environment

• Identify opportunities and create solutions to expedite and improve the process

• Promote efficient workflows and practice management resources

• Understand, utilize, and stay current with our technology, industry best practices, financial markets, the regulatory environment, and the competitive landscape

• Develop and maintain essential relationships across business units

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:

• Bachelor’s degree in finance, business management, accounting or other business-related field.

• 2+ years of relevant industry experience.

• Experience in Financial Services or wealth management.

• Strong quantitative and qualitative skills, ability to problem solve and exercise sound independent judgment.

• Strong working knowledge of Excel to review and develop financial models.

Core Competencies:

• An entrepreneurial drive and a do-what-it-takes attitude, grounded in tangible results.

• Entrepreneurial mindset and critical thinker

• Solution oriented and ability to adapt to an ever-changing environment

Preferences:

• Ability to effectively communicate with our advisors (clients).

• Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization.

• Experience with Smartsheets and Confluence

• M&A project experience preferred

• Strong analytical and reporting skills, written and oral communications skills, as well as time management and organizational skills

• Project management certifications, Series 7, compliance, sales, and relationship management experience preferred

#LI-PA

Pay Range:

$69,975-$116,625/year 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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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 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. !

• 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. !

• 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. !

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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