Analyst, Growth Strategy

JOB DESCRIPTION & QUALIFICATIONS

Do you enjoy exploring ways companies grow? What about exploring ways financial advisors grow? Do you enjoy identifying market opportunities, uncovering their needs, exploring solutions, and reaching product-market fit? Are you interested in supporting initiatives that will have material impact to a Fortune 500 company? Are you passionate about the financial advice industry and what’s ahead?

If so, the Analyst role on our Growth Strategy team could be for you!

The Analyst role will be a key player in turning ideas to drive the future growth of LPL, and our financial advisors, into reality. We are looking for candidates who are skilled at influencing key stakeholders, using data to inform decision making, developing go-to-market strategies, and project execution.

The Analyst role will be part of our fast-paced Growth Strategy team where LPL dreams big – setting an ambitious growth vision – then owns, develops, and drives the highest impact growth levers – turning this vision into reality. Our Growth Strategists combine strategic thinking, human-centered design, market research & sizing, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition.

This is a hybrid in-person role based in our San Diego or Fort Mill office.

As an Analyst of Growth Strategy, you will…  

• Support initiatives that will have a material impact to LPL’s growth

• Partner with Growth Strategy VPs to build strategic perspectives and lead project execution

• Collaborate with partners across LPL

• Interact with advisors to receive feedback and uncover insights

• Lead data insights and reporting for assigned projects

• Create and deliver presentations (e.g. data insights, project plans and project updates) – that will be presented to partners and leaders throughout the organization

• Be willing and excited to be a “utility player” flexing to support a wide range of projects as needed

• Be an ambassador for LPL, building relationships with business partners to accelerate opportunities  

YOUR QUALIFICATIONS    

We want strong collaborators who can deliver a top-tier client experience. We are looking for people with a growth mindset, organizational, critical thinking, and analytical skills. 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.

The minimum requirements:

• Bachelor’s degree in Business, Strategy, Data or Engineering

• 3+ years of experience in either corporate strategy or strategy consulting in areas that include: strategy, innovation and new ventures, go-to-market, growth, data & analytics, process improvement or project management

• Strong analytical skills with an ability to identify and organize relevant data insights

• Proficient in MS Suite (PowerPoint, Excel, PowerBI)

• Solid relationship building skills and experience influencing partners

• Presentation and communication skills & ability to build a story narrative

Additional requirements:

• Understanding of financial services industry and the needs of financial advisors

• Experience of merging human-centered design with growth strategy

• Able to take complex topics and make them easy to understand

#LI-PA

Pay Range:

$77,000.00 - $128,300.00

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.

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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.