Analyst, Research Experience

Job Overview

LPL Financial is seeking an Analyst, Research Experience to support advisor engagement efforts across the LPL Research organization.

Responsibilities

• Manage end-to-end workflows for the creation, review, and publication of advisor-facing materials (market updates, talking points, client-ready content)
• Edit, proofread, and ensure all content meets brand, compliance, and quality standards
• Maintain and organize content libraries to ensure accessibility and consistency across channels
• Support the delivery of timely, high-quality materials that enable effective advisor-client conversations
• Act as a liaison with Marketing to ensure marketing efforts align with business unit initiatives and objectives
• Aid in developing and maintaining advisor-facing materials and advisor engagement resources
• Collaborate with the Marketing team to help translate research insights into practical, actionable content that advisors can implement in client conversations
• Partner with Marketing to support advisor engagement initiatives that promote awareness and usage of Research content and tools
• Contribute to efforts that improve the advisor experience with Research and encourage adoption of resources and capabilities
• Partner closely with Research leadership and subject matter experts, Marketing, Supervision, and sales teams to ensure timely, accurate delivery of materials
• Support coordination of projects and track deliverables across stakeholders
• Aid in aligning messaging across channels to ensure consistency and clarity
• Track content usage and engagement metrics where applicable
• Identify opportunities to improve workflows, processes, and scalability of content delivery
• Support feedback loops by assisting to gather input from advisors and internal partners to inform future enhancements

Requirements

• 2–5+ years of experience in financial services, research, sales enablement, marketing, or advisor support roles
• Working knowledge and foundational understanding of financial markets, investment products, or advisor workflows

Core Competencies

• Written and verbal communication skills; ability to translate complex ideas into clear, practical messaging
• Attention to detail and strong organizational skills
• Ability to manage multiple tasks and priorities with strong follow-through

Pay Range

$69,731.00 - $116,184.00

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(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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.

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off