Growth Activation Analyst — Strategy & Insights

LPL Financial; Tempe (AZ); On-site; USD 92,000 - 153,000; Full time

Job summary

LPL Financial is seeking a Senior Analyst, Activation Management to support growth initiatives and strategic execution. This role partners with Growth Strategy leadership and cross-functional teams to turn strategy into action, leveraging data insights and stakeholder engagement to drive measurable results.

The position emphasizes growth impact, data-driven decision-making, and scalable processes, with a high-visibility, entrepreneurial environment.

Qualifications

• Bachelor’s degree in business, data, engineering or the liberal arts.
• 3-6 years of experience in program management, strategy, or wealth management.
• 3+ years’ experience in MS Suite (PowerPoint, Excel, PowerBI).
• 3+ years’ experience in wealth management, with the ability to understand the needs of financial advisors.

Responsibilities

• Support initiatives that have a material impact on growth and retention objectives; assist in strategic program execution.
• Develop success metrics to communicate progress, risks, and impact on strategy roadmaps.
• Lead data analysis and reporting for growth initiatives and incentive programs; create dashboards and executive materials.

Skills

Growth strategy

Data analytics

Process improvement

Project management

MS Office Suite

Power BI

Wealth management

Education

Bachelor's degree in business/data/engineering/liberal arts

Tools

PowerPoint

Excel

Power BI

Job description

LPL Financial is seeking a Senior Analyst, Activation Management to support growth initiatives and strategic execution. This role partners with Growth Strategy leadership and cross-functional teams to turn strategy into action, leveraging data insights and stakeholder engagement to drive measurable results.

The position emphasizes growth impact, data-driven decision-making, and scalable processes, with a high-visibility, entrepreneurial environment.