Senior Analyst, Advisor M&A (Sell Side)

Do you have a passion for M&A and consulting with the desire to be a trusted partner for business owners? Are you interested in working with advisors to deliver M&A-driven growth or lead the sale of their most significant asset, their business? Are you a team player and curious to learn? Do you want to be part of a team working to transform the industry and empower advisors to realize their dreams? If so, the M&A Solutions team at LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview

M&A Solutions is part of LPL's Capital Partners group, a highly-visible and dynamic team focused on delivering industry-leading professional consulting to advisors around all aspects of their business planning – from acquisition growth to succession and continuity and the sale and transition of their business.

As a Sr. Analyst on LPL's M&A Solutions team, you will be part of the strategic development and delivery of industry-leading M&A consulting services for advisors to empower their M&A preparation, growth, and transactions.

Responsibilities:

• Support M&A transaction engagements with the ability to implement clear and concise strategies for execution

• Ability to simplify the complex M&A process into a seamless experience for clients at all levels of expertise

• Lead financial analysis with a strong working knowledge of M&A and finance concepts

• Engage directly with advisors as a subject matter expert and M&A professional to thoughtfully consult and guide advisors through M&A planning and execution

• Create and deliver internal management reporting the monitor and improve the results and delivery of M&A services

• Manage ongoing advisor engagement from LPL's M&A network

• Lead initial consulting engagements to assign advisor M&A needs and next action steps

• Leverage technology to automate manual work and simplify processes to create a scalable, flexible, and efficient infrastructure

• Partner with internal teams to ensure milestones are completed and advisor expectations are exceeded

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. 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.

Requirements:

• 2+ years of relevant experience in finance, banking, and consulting

• BA/BS degree in Finance, Business, or a related field

Core Competencies:

• A strategic thinker and effective communicator who is highly motivated and thrives in a fast-paced environment

• Strong working knowledge of M&A best practices and trends to enhance the effectiveness of our services

• Strong written and verbal communication skills with the ability to interact effectively with advisors

• Strong Excel and PowerPoint skills desired

• Ability to collaborate effectively and manage multiple projects simultaneously with strong attention to detail

• Self-driven motivation, positive attitude, commitment to excellence and integrity, and hunger to contribute

Preferences:

• Experience with M&A or consulting within the wealth management industry is a plus

• Experience with CRM tools such as Salesforce is a plus

Pay Range:

$86,800.00 - $144,600.00

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.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

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.