New Grad - 2027 - Business Analyst and Project Management

LPL Financial; Charlotte (NC); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial seeks a motivated Business Analyst and Project Management intern to help drive technology-enabled initiatives. You'll support planning, requirements gathering, and process improvements while collaborating with business and technology teams.

You will gain exposure to Agile ceremonies, data-driven decision making, and AI-powered solutions, contributing to advisor experiences and operational efficiency as part of our early career program.

Qualifications

• Pursuing a bachelor’s or master’s degree in Business Administration, MIS, Business Analytics, or related field.
• Available to work from one of LPL Financial’s primary office locations.

Responsibilities

• Support project planning, execution, and governance activities across technology and business initiatives.
• Gather, analyze, document, and validate business and functional requirements from key stakeholders.
• Create process flows, BRDs, user stories, and workflow diagrams to support solution design and implementation.
• Analyze current business processes and identify opportunities for operational improvement, automation, and enhanced advisor experiences.
• Assist in tracking project milestones, deliverables, dependencies, risks, and action items to ensure successful project execution.
• Collaborate with project managers, business analysts, product managers, technology teams, and business stakeholders to support project outcomes.
• Participate in Agile ceremonies including sprint planning, backlog refinement, stand-ups, and retrospectives.
• Support testing activities, UAT, defect management, and solution validation efforts.
• Develop project status reports, presentations, executive summaries, and other communication materials for leadership and stakeholder audiences.
• Conduct data analysis and research to support business cases, process improvements, resource planning, and strategic initiatives.
• Explore opportunities to leverage AI, automation, and digital capabilities to improve operational efficiency and business processes.

Skills

Agile methods

Stakeholder management

Data analysis

Requirements gathering

Process improvement

Cross-functional collaboration

Education

Bachelor’s or Master’s degree in Business Administration, MIS, or related field

Tools

Jira

Azure DevOps

Smartsheet

Microsoft Project

ServiceNow

Power BI

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:

The Business Analyst and Project Management role at LPL Financial is designed for highly organized, analytical students who are passionate about driving business outcomes through technology, process improvement, and strategic execution. This role provides hands‑on experience supporting enterprise initiatives that enhance advisor experiences, improve operational efficiency, and advance LPL’s digital transformation efforts.

Successful candidates bring a structured approach to problem‑solving, stakeholder engagement, and project execution. They are skilled at breaking down complex business challenges,gatheringand documenting requirements, and translating insights into actionable recommendations. Interns will collaborate across business and technology teams to support project delivery, process optimization, and strategic initiatives while gaining exposure to Agile methodologies, data‑driven decision making, and emerging technologies, including AI‑powered solutions.

Responsibilities:

• Support project planning, execution, and governance activities across technology and business initiatives.
• Gather, analyze, document, andvalidatebusiness and functional requirements from key stakeholders.
• Create process flows, business requirements documents (BRDs), user stories, and workflow diagrams to support solution design and implementation.
• Analyze current business processes andidentifyopportunities for operational improvement, automation, and enhanced advisor experiences.
• Assistin tracking project milestones, deliverables, dependencies, risks, and action items to ensure successful project execution.
• Collaborate with project managers, business analysts, product managers, technology teams, and business stakeholders to support project outcomes.
• Participate in Agile ceremonies including sprint planning, backlog refinement, stand‑ups, and retrospectives.
• Support testing activities, user acceptance testing (UAT), defect management, and solution validation efforts.
• Develop project status reports, presentations, executive summaries, and other communication materials for leadership and stakeholder audiences.
• Conduct data analysis and research to support business cases, process improvements, resource planning, and strategic initiatives.
• Explore opportunities toleverageAI, automation, and digital capabilities to improve operational efficiency and business processes.

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 pursuing a bachelor’s or master’s degree in; Business Administration, Management Information Systems (MIS), Business Analytics, Project Management, Industrial Engineering, Related field
• Available to work from one of LPLFinancial’sprimary office locations.

Core Competencies:

• Project planning and execution
• Business analysis and requirements gathering
• Cross‑functional collaboration and communication
• Analytical thinking and problem‑solving
• Process improvement mindset
• Organizational and operational discipline
• Stakeholder management
• Ownership and accountability
• Adaptability and learningagility
• Data‑driven decision making

Preferences:

• Familiarity with Agile, Scrum, or traditional project management methodologies.
• Knowledge of project management tools such as Jira, Azure DevOps, Smartsheet, Microsoft Project, or ServiceNow.
• Experience creating process maps, workflow diagrams, and business documentation.
• Proficiencyin Microsoft Excel, PowerPoint, and other business productivity tools.
• Familiarity with data visualization and reporting tools such as Power BI or Tableau.
• Interestin AI, intelligent automation, digital transformation, and operational excellence initiatives.
• Understanding ofsoftware development lifecycles (SDLC) and technology delivery processes.
• Experience conducting data analysis, business research, or process improvement projects.
• Interestin financial services, wealth management, or fintech solutions.

Priority Application Date: September 21 at 11:59 PM PST

Disclaimer for international students:

• At this time, for our early career program positions,we’reunable to consider candidates whorequiresponsorship now or in the future. For other positions, within LPL it will depend on the specific position.
• You willbe responsible forobtaining andproviding toLPLthe required I‑9 documentation as part of our onboarding process.
• Positions offered are for full‑time work at40 hoursper week.
• Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.

Pay Range:

$26.10-$43.53/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. Your recruiter will be happy to discuss all that LPL has to offer!

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. Please log in or create an account to apply to this position. 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