Legacy Planning & Succession Analyst

LPL Financial; Town of Charlotte (NY); On-site; USD 70,000 - 116,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking an Analyst for Succession Planning within Capital Partners & Client Solutions in New York. You will support succession service offerings, manage intake workflows, and help advisors plan for continuity and legacy strategies.

Ideal candidates have a BA/BS in Business/Finance/Economics and 2+ years in wealth management or related fields, with strong data skills and CRM experience. Join a fast-growing team delivering scalable solutions.

Qualifications

• BA/BS degree in Business, Finance, or Economics (or related discipline).
• 2+ years of wealth management, corporate finance, investment banking, or corporate development customer service.
• Experience with CRM tools such as Salesforce.

Responsibilities

• Support succession service offerings and maintain/create efficient processes.
• Manage succession planning project intake and workflows to meet milestones and advisor expectations.
• Oversee escalations by internal partners and advisors.
• Understand continuity and corporate planning options to guide advisor decisions.
• Support engagements with clear, concise strategies and scalable processes.

Skills

Written communications

Verbal communications

Data interpretation

Problem solving

Prioritization

Team collaboration

Attention to detail

Adaptability

Education

BA/BS in Business/Finance/Economics

Tools

Salesforce

Job description

LPL Financial is seeking an Analyst for Succession Planning within Capital Partners & Client Solutions in New York. You will support succession service offerings, manage intake workflows, and help advisors plan for continuity and legacy strategies.

Ideal candidates have a BA/BS in Business/Finance/Economics and 2+ years in wealth management or related fields, with strong data skills and CRM experience. Join a fast-growing team delivering scalable solutions.