Senior Analyst, Strategy & Analytics

About the Role

Key Responsibilities

• Reporting & Analytics: Design, develop, and maintain dashboards and reports to track key performance indicators (KPIs) across our affiliation models.
• Develop automated reporting solutions for internal teams, including inside sales.
• Analyze and interpret data to deliver actionable insights on lead engagement, conversion funnels, and model adoption.
• Implement business workflows that support data-driven recommendations and segmentation strategies.
• Collaborate on testing and pilot programs by designing relevant data metrics and performing post-analysis evaluations.
• Strategy & Research: Analyze performance across various models and advisor segments to drive strategic initiatives.
• Conduct thorough market research and competitive benchmarking within the financial services sector.
• Manage strategic projects aimed at enhancing and expanding our lending capabilities.
• Act as a representative and advocate for the Business Line Strategy team when interacting with key partners.
• Innovate, test, and introduce new solutions to address complex business challenges.
• Collaboration & Communication: Work cross-functionally with teams from sales, product, strategy, and operations.
• Present insights and recommendations to senior and executive leadership with clarity and confidence.
• Ensure consistency in messaging, materials, and the use of data across all affiliation models.

Requirements

• 3-5 years in strategy, analytics, or business intelligence; preferably in financial services.
• Proficiency with BI tools (e.g., Tableau, Power BI) and analytics tools (e.g., Excel, SQL, Python, or R).
• Demonstrated experience in market research, strategic analysis, and generating business performance insights.
• A Bachelor's degree in business, finance, data analytics, strategy, or a related field.
• Exceptional written and oral communication skills; ability to develop executive-level and client-facing materials.
• Capable of working independently and managing shifting priorities in a fast-paced, high-volume environment.
• Strong time management and multitasking abilities to handle multiple initiatives.
• Demonstrated ability to interact professionally with diverse groups, including executives, managers, and subject matter experts.

Nice to Have

• In-depth knowledge of the wealth management space and financial advisory services.
• Prior experience supporting a financial services organization in a similar capacity.

Qualifications

• Bachelor's degree in business, finance, data analytics, strategy, or a related field.
• Master's degree is a plus.

Benefits & Perks

• LPL Total Rewards package including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
• Supportive and responsive leadership team.
• Opportunities for career growth and development.
• Work environment that fosters creativity, collaboration, and impact.