Senior Analyst, Business Management

Job Overview

The Senior Analyst is an analytical, highly motivated problem-solver who can move fluidly between details while remaining attuned to the Chief Legal Officer’s (“CLO”) enterprise-level priorities. The primary responsibility of this role is to oversee day-to-day operations and high-priority, ad-hoc projects to support the Chief of Staff and the CLO.

Responsibilities

• Support the Office of the CLO with board related matters and responsibilities
• Conduct research and benchmarking analyses on behalf of the CLO, delivering insights to support the business and the department to become an industry leading function
• Develop dashboards and analytics for the CLO in partnership with the Legal Operations Team
• Prepare, review, and consult on executive-level reports and presentations for the CEO, Board of Directors, and Management Committee
• Drive cross-functional change initiatives throughout LPL on behalf of the CLO and Chief of Staff
• Enhance operational rigor of the Office of the CLO through implementation of efficiency initiatives and progress-tracking of key priorities
• Support CLO prep for quarterly Board of Directors meetings
• Lead ad-hoc projects aligned with CLO priorities
• Provide consultative guidance on organizational design, planning, and workforce optimization initiatives
• Partner with FP&A on budget and other finance-related matters

Requirements

• Bachelor’s degree in finance or equivalent relevant work experience
• 4+ years of experience in finance, strategy, and/or consulting, preferably within the Financial Services industry
• Comfortable building presentations, talking points or other written materials as needed
• Ability to translate complex information into digestible and sharable ‘stories’ or report-outs

Core Competencies

• Strong written and verbal communication skills, with the ability to engage effectively with senior and executive-level leaders
• Proven ability to synthesize complex information into concise, executive-level presentations and materials
• Ability to leverage resources and manage multiple priorities concurrently with minimal supervision
• Strong commitment to timely execution of top priorities and high-quality deliverables

Pay Range

$72,100.00 - $120,201.00 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.

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.