Analyst, Change Management

LPL Financial LLC; Charlotte, Fort Mill (NC, SC); On-site; USD 44,000 - 73,000; Full time

Job summary

LPL Financial Holdings Inc. is seeking an Analyst, Change Management to support successful adoption of new initiatives and projects across the organization.

You will help develop and execute change management strategies, ensuring a smooth transition for employees affected by organizational changes. The role emphasizes collaboration with project teams, stakeholders, and business leaders to deliver effective communications, training, and change metrics.

Qualifications

• Bachelor's degree in Business Administration, Organizational Development, Communications, or a related field.
• 1-3 years of experience in change management, project coordination, or a similar role, preferably within the financial services industry.
• 1-3 years experience with ServiceNow.
• 1-3 years experience in Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).
• Excellent written and verbal communication skills, with the ability to tailor messages to different audiences.
• Proven ability to build strong relationships and collaborate effectively with diverse stakeholders.
• Strong analytical and problem‑solving skills, with an attention to detail.

Responsibilities

• Assist in the development and implementation of comprehensive change management plans, including communication strategies, training programs, and stakeholder engagement.
• Conduct impact assessments to identify potential risks and resistance points related to proposed changes.
• Collaborate with project teams, subject matter experts, and business leaders to gather information and ensure alignment on change initiatives.
• Support the creation of clear, concise, and compelling communications for various audiences, utilizing different channels (e.g., email, intranet, presentations).
• Organize and facilitate training sessions and workshops to prepare employees for new processes, systems, or organizational structures.
• Monitor and evaluate the effectiveness of change management interventions, collecting feedback and identifying areas for improvement.
• Develop and maintain change management documentation, including plans, reports, and lessons learned.
• Support the tracking and reporting of change adoption metrics and key performance indicators.
• Act as a resource for employees and managers during periods of change, providing guidance and support.

Skills

Change management

Communication skills

Training programs

Stakeholder engagement

Impact assessments

Cross-functional collaboration

Documentation

Education

Bachelor's degree in Business Administration

Tools

ServiceNow

Microsoft Office

Job description

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. LPL Financial is seeking an Analyst, Change Management to support the successful adoption of new initiatives and projects across the organization. This role will contribute to the development and execution of change management strategies, ensuring a smooth transition for employees impacted by organizational changes.

Responsibilities:

• Assist in the development and implementation of comprehensive change management plans, including communication strategies, training programs, and stakeholder engagement.
• Conduct impact assessments to identify potential risks and resistance points related to proposed changes.
• Collaborate with project teams, subject matter experts, and business leaders to gather information and ensure alignment on change initiatives.
• Support the creation of clear, concise, and compelling communications for various audiences, utilizing different channels (e.g., email, intranet, presentations).
• Organize and facilitate training sessions and workshops to prepare employees for new processes, systems, or organizational structures.
• Monitor and evaluate the effectiveness of change management interventions, collecting feedback and identifying areas for improvement.
• Develop and maintain change management documentation, including plans, reports, and lessons learned.
• Support the tracking and reporting of change adoption metrics and key performance indicators.
• Act as a resource for employees and managers during periods of change, providing guidance and support.

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 Administration, Organizational Development, Communications, or a related field.
• 1-3 years of experience in change management, project coordination, or a similar role, preferably within the financial services industry.
• 1-3 years experience with ServiceNow.
• 1-3 years experience in Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).
• Excellent written and verbal communication skills, with the ability to tailor messages to different audiences.
• Proven ability to build strong relationships and collaborate effectively with diverse stakeholders.
• Strong analytical and problem‑solving skills, with an attention to detail.
• Ability to work independently and as part of a team in a fast‑paced, dynamic environment.

Pay Range:

Pay Range: $31.99-$53.28/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.

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 the LPL team and help us make a difference by turning life’s aspirations into financial realities. EAC 5.19.26 LPL Financial is the nation’s largest independent broker‑dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long‑term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996‑2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility

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.

EOE.