Analyst, Office of the CEO

Job Description:

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:

LPL Financial is seeking a detail-oriented and highly motivated Analyst to support the Office of the CEO. The ideal candidate will thrive in a dynamic, fast-paced environment, contributing to both day-to-day operations and high-priority, ad-hoc initiatives that support the Chief of Staff and CEO. This is a unique opportunity to contribute meaningfully to executive decision-making and organizational success.

Responsibilities:

• Support in the preparation of executive-level reports and presentations for the CEO, Board of Directors, and Management Committee, ensuring clarity and accuracy

• Assist in preparing conference and event materials to equip the CEO with essential contextual insights and logistical details

• Coordinate and support the planning, scheduling, and execution of bi-monthly Management Committee meetings, ensuring seamless logistics and follow-through

• Ingest and assess client feedback and escalations directed to the CEO, partnering with leaders across LPL to triage, monitor, and drive resolution

• Lead and support ad-hoc projects related to CEO priorities – for example, developing an automated calendar analysis process to evaluate how the CEO allocates time across priorities

• Drive operational excellence within the Office of the CEO by implementing process improvements – for example, standardizing templates for deliverables to save time and ensure consistency

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree in business, finance or relevant work experience

• 2+ years of finance, consulting or business management experience, preferably within financial services

• Highly proficient in Microsoft PowerPoint and Excel, with experience creating executive-level presentations and running data analytics

Core Competencies:

• Strong written and verbal communication skills with the ability to engage confidently and effectively with senior executives

• Demonstrated strength in distilling complex information into clear, concise, and visually compelling executive-level presentations

• Strong organizational and time management skills, with the ability to prioritize and manage multiple tasks independently

• Results-driven mindset with a strong commitment to executing high-priority initiatives with speed, accuracy, and attention to detail

 

Pay Range:

$32.45-$54.09/hour

 

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!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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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