Senior Analyst, Investment Product Transformation & Execution

Where Ambition Meets Innovation 

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. 

Job Overview:

The Senior Analyst, Investment Product Transformation and Execution will play a critical role in leading large-scale strategic initiatives across LPL’s Investment Management Solutions organization, working closely with teams such as Investment Products, Alternative Investments, and Strategic Partners. 

This candidate will have the opportunity to support the development, execution, and delivery of high-impact business initiatives aligned with LPL’s long-term growth deliverables. Success in this role requires a strategic mindset, strong execution skills, and the ability to navigate ambiguity while collaborating across teams and functions. A solid understanding of business fundamentals, a consultative approach to problem-solving, and clear communication with stakeholders are essential.

Responsibilities:

• Drive evaluation and integrations for investment-management related strategic partnerships and contribute to firm’s monetization.
• Prepare executive-level presentations and reports to communicate initiative progress, risks, and strategic recommendations.
• Conduct market and competitive analysis to identify growth opportunities and inform strategic direction.
• Lead internal stakeholders to align vision, strategy, and goals, applying critical thinking to articulate value propositions.
• Own the development and execution of investment product strategies and go-to-market plans, including performance tracking and reporting.
• Partner with product, technology, operations, compliance, and marketing teams to ensure seamless execution of high-impact initiatives.

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, Economics, or a related field
• 5+ years of experience in financial services, consulting, or strategic project management.
• Experience translating complex data into actionable insights.
• Proven experience managing and executing cross-functional projects.
• Experience with presenting to executive leadership.

Core Competencies

• Self-motivated with a strong sense of ownership, integrity, and a commitment to excellence.
• Familiarity with wealth management, investment products, and advisory platforms.
• Experience working in a matrixed organization with multiple stakeholders.
• Proven ability to lead projects and influence outcomes without direct authority while driving decisions forward even in complex or ambiguous situations.
• Demonstrated business acumen and experience interacting with senior leadership, including developing and presenting business cases.
• Adaptable and resilient in a fast-paced environment with shifting priorities.
• Support LPL’s foundational values through behaviors that drive team culture.
• Executive presence and ability to synthesize complex topics for senior audiences.

Preferences:

• MBA or advanced degree preferred.
• Change management or transformation
• Knowledge of alternative investment products

Pay Range:

$81,499-$135,831/yearActual 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) 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. For further information about LPL, please visit www.lpl.com.

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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