Intern 2027 - FAR Program - Service Transformation & Data Analytics

LPL Financial; Town of Charlotte (NY); Hybrid; USD 28,000 - 40,000; Full time

Job summary

LPL Financial is offering a ten-week summer Service Transformation & Data Analytics internship (FAR Program) in New York. The role supports planning, performance analysis, and cross-functional collaboration to drive operational excellence for the Service organization.

Ideal candidates are enrolled undergrad students, proficient in Microsoft Office, with strong analytical and communication skills, and ready to work in a hybrid environment near the Fort Mill/NY area.

Qualifications

• Currently enrolled in an Undergraduate degree program with an expected graduation date of December 2027 or May 2028.
• Interest in financial services, business strategy, organizational effectiveness, or operational management.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word).
• Strong analytical and problem-solving skills with the ability to synthesize information and communicate insights effectively.
• Offer is contingent upon successful background screening and agreement to be local to one of LPL’s office locations during the internship.

Responsibilities

• Analyze business performance data and operational metrics to identify trends, opportunities, and actionable insights.
• Support strategic planning activities, including research, analysis, and development of materials for leadership discussions.
• Assist in the creation of executive presentations, reports, and communications for senior leadership audiences.
• Partner with cross-functional teams to gather information, track progress on initiatives, and support business management processes.
• Conduct research on industry trends, client service strategies, and market developments to inform business recommendations.
• Support organizational planning activities including headcount, budget, and operational reporting processes.
• Participate in special projects and departmental initiatives that improve organizational effectiveness and execution.
• Help streamline processes and identify opportunities for continuous improvement across the Service organization.

Skills

Microsoft Office Suite

Analytical thinking

Education

Undergraduate degree program with expected graduation Dec 2027 or May 2028

Tools

Excel

PowerPoint

Word

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.

Job Overview

As a Service Transformation & Data Analytics Intern within the FAR (Foundational Analyst Rotational) Program participants will join us for a paid, ten-week summer internship. It is designed to provide you with a comprehensive and immersive experience. You’ll work on real-world projects, contribute to the company’s growth and success, and gain valuable experience and insights into the financial services industry. You’ll also have the opportunity to network with professionals in your field and build meaningful relationships. If you’re a motivated and ambitious individual looking to launch your career, we encourage you to apply for our FAR Program Service Intern Program.

As an intern, you will support initiatives that help drive operational excellence, strategic planning, and business performance across LPL’s Service organization. You will partner with leaders across Service, Finance, HR, Data & Analytics, and other business functions to support planning activities, analyze performance metrics, and help advance key strategic priorities.

The ideal candidate should be local to the Fort Mill office during the time of the internship and will work on a hybrid schedule.

Responsibilities

• Analyze business performance data and operational metrics to identify trends, opportunities, and actionable insights.
• Support strategic planning activities, including research, analysis, and development of materials for leadership discussions.
• Assist in the creation of executive presentations, reports, and communications for senior leadership audiences.
• Partner with cross-functional teams to gather information, track progress on initiatives, and support business management processes.
• Conduct research on industry trends, client service strategies, and market developments to inform business recommendations.
• Support organizational planning activities including headcount, budget, and operational reporting processes.
• Participate in special projects and departmental initiatives that improve organizational effectiveness and execution.
• Help streamline processes and identify opportunities for continuous improvement across the Service organization.

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

• Currently enrolled in an Undergraduate degree program with an expected graduation date of December 2027 or May 2028.
• Interest in financial services, business strategy, organizational effectiveness, or operational management.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word).
• Strong analytical and problem-solving skills with the ability to synthesize information and communicate insights effectively.
• Offer is contingent upon successful background screening and agreement to be local to one of LPL’s office locations during the internship.

Core Competencies

• Strong critical thinking skills with a desire to learn the business and contribute to initiatives that create measurable impact.
• Ability to analyze data, identify trends, and translate findings into clear recommendations.
• Excellent organizational skills with the ability to manage multiple priorities in a dynamic environment.
• Strong written and verbal communication skills, including the ability to develop polished presentations and reports

Summer Internship Schedule

• Full - time position for 10 weeks in the summer of 2027; Monday through Friday, working 40 hours a week during business operating hours.
• Internship dates: 6/1/2027 – 8/6/2027

Disclaimer for international students

• At this time, for our early career program positions, we’re unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position.
• You will be responsible for obtaining and providing LPL the required I-9 documentation as part of our onboarding process.
• Positions offered are for full-time work at 40 hours per week.
• Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.

Early Priority Application Date: September 21 at 11:59 PM EST

Final Fall Priority Application Date: October 19 at 11:59 PM EST

Hourly Rate

$25.00 per hour

The hourly amount is dependent on a number of factors, including the applicant’s skill, experience, and work location.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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 [phone].