Growth Activation Analyst — Strategy & Analytics

LPL Financial; Fort Mill (SC); On-site; USD 92,000 - 153,000; Full time

Job summary

The Senior Analyst, Activation Management at LPL Financial drives growth by turning strategy into action. You will partner with Growth Strategy leadership and cross-functional teams to execute high-impact initiatives using data-driven insights and structured execution.

This high-visibility role requires strategic thinking, stakeholder engagement, and the ability to communicate complex ideas. You will build dashboards and reports to support decision-making across the firm.

Qualifications

• Bachelor’s degree in business, data, engineering or the liberal arts is required.
• 3-6 years of experience in program management, strategy, or wealth management with growth strategy, data & analytics, or project management.
• 3+ years’ experience in MS Suite (PowerPoint, Excel, PowerBI) and wealth management.

Responsibilities

• Support and execute initiatives that have a material impact on growth and retention objectives; support client-facing incentive and reward programs.
• Develop success metrics communicating progress, risks, and impact against strategy roadmaps.
• Track and measure performance of growth levers for continuous improvement.
• Lead data analysis and reporting for growth initiatives and incentive programs.
• Create dashboards, reports, and executive-ready materials.
• Develop scalable reporting processes to elevate decision-making.

Skills

Strategic thinking

Analytical skills

Communication skills

Cross-functional collaboration

Education

Bachelor’s degree in business, data, engineering or the liberal arts

Tools

PowerPoint

Excel

PowerBI

Job description

The Senior Analyst, Activation Management at LPL Financial drives growth by turning strategy into action. You will partner with Growth Strategy leadership and cross-functional teams to execute high-impact initiatives using data-driven insights and structured execution.

This high-visibility role requires strategic thinking, stakeholder engagement, and the ability to communicate complex ideas. You will build dashboards and reports to support decision-making across the firm.