Sr Analyst, Sales Operations

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:

As a Senior Analyst within the Business Development team, you’ll support the VP, Sales Operations, in translating complex business data, insights, and strategies into clear, compelling narratives and polished executive presentations. This role requires a proactive, detail-oriented individual with strong organizational and communication skills and experience developing executive-level decks and presentations.

Responsibilities:

• Develop high-impact executive presentations for meetings with C-suite, senior leadership, and key external stakeholders.

• Synthesize complex data sets and business performance metrics into simple, visually compelling narratives that drive business decisions.

• Collaborate cross-functionally to extract insights and shape presentation storylines.

• Maintain consistent brand and visual standards while elevating design and clarity to a management-consulting level of polish.

• Support development of strategic planning materials, business cases, and board updates.

What We’re Looking For:

We’re looking for strong collaborators who can combine strong analytical thinking with exceptional storytelling and PowerPoint design skills. The ideal candidate can create consulting-style decks that distill data into strategic insights and communicate value to senior leadership, partners, and key stakeholders.

Requirements:

• Bachelor’s degree in Business, Finance, Economics, Communications or related field

• 5+ years of professional experience, ideally in strategy, business development, management consulting, or a similar analytical/strategic communications role.

• Advanced PowerPoint and storytelling skills, and experience creating executive-ready decks at a consulting or corporate strategy level.

• Strong ability to synthesize data, create insights, and craft a cohesive storyline for senior audiences.

Core Competencies:

• Exceptional attention to detail, organization, and visual consistency.

• Comfortable working in a fast-paced, high-visibility environment with multiple priorities and tight deadlines.

Preferences:

• Experience in financial services, ideally within Wealth Management

• Demonstrated success in building and deploying business management frameworks

• Advanced degree (MBA) a plus

Pay Range:

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. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• 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. 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.

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