Analyst, Change Management

LPL Financial; Town of Charlotte (NY); On-site; USD 44,000 - 73,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an Analyst, Change Management to support the successful adoption of new initiatives across the organization. The role focuses on developing and executing change management strategies that ensure smooth transitions for employees impacted by organizational changes.

Responsibilities include creating communications, coordinating training, and collaborating with leaders to align on change programs.

Qualifications

• Bachelor’s degree in Business Administration, Organizational Development, Communications, or related field.
• 1-3 years of change management or similar role.
• 1-3 years experience with ServiceNow.
• 1-3 years experience in Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).

Responsibilities

• Assist in developing and implementing comprehensive change management plans, including communications, training, and stakeholder engagement.
• Conduct impact assessments to identify risks and resistance points.
• Collaborate with project teams and leaders to gather information and align on change initiatives.
• Create clear, concise communications for multiple audiences via email, intranet, and presentations.
• Organize and facilitate training sessions and workshops for new processes and systems.
• Monitor effectiveness of interventions and gather feedback for improvement.
• Develop and maintain change management documentation and lessons learned.
• Support tracking and reporting of change adoption metrics.

Skills

Change management

Project coordination

ServiceNow

Microsoft Office

Education

Bachelor's degree

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).

Preferences:

• 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:

$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. 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.

EAC 5.19.26