New Grad 2027 - Project Management and Business Analyst

LPL Financial LLC; Fort Mill (SC); On-site; USD 36,000 - 59,000; Full time

Job summary

LPL Financial Holdings Inc. invites an ambitious student or early-career professional to join our team in a role supporting technology and business initiatives. You will help plan, document, and govern projects while collaborating with product managers, analysts, and stakeholders.

You will create BRDs, user stories, process maps, and dashboards; participate in agile ceremonies; assist in testing and UAT; and explore AI and automation opportunities to improve efficiency and advisor experiences.

Qualifications

• Pursuing or holding a relevant degree as listed in the requirements.
• Experience gathering requirements from stakeholders and documenting functional needs.
• Familiarity with Agile, Scrum, or traditional PM methods is a plus.
• Proficiency with Microsoft Excel, PowerPoint, and BI tools is preferred.

Responsibilities

• Support project planning, execution, and governance across tech and business initiatives.
• Gather, analyze, and document business and functional requirements from stakeholders.
• Create BRDs, user stories, and workflow diagrams to support design and implementation.
• Assist in tracking milestones, risks, and deliverables to ensure successful execution.

Skills

Project planning

Requirements gathering

Agile

Communication

Data analysis

Process improvement

Stakeholder management

Team collaboration

Problem solving

Education

Bachelor's degree in Business Administration / MIS / Business Analytics / Project Management

Tools

Jira

Azure DevOps

Smartsheet

Microsoft Project

ServiceNow

Power BI

Tableau

Job description

Job Overview:

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.

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, business requirements documents (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, 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 to leverage AI, 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 LPL Financial’s primary 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 learning agility


• 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.


• Proficiency in Microsoft Excel, PowerPoint, and other business productivity tools.


• Familiarity with data visualization and reporting tools such as Power BI or Tableau.


• Interest in AI, intelligent automation, digital transformation, and operational excellence initiatives.


• Understanding of software development lifecycles (SDLC) and technology delivery processes.


• Experience conducting data analysis, business research, or process improvement projects.


• Interest in financial services, wealth management, or fintech solutions.

Priority Application Date:

September 21 at 11:59 PM PST

Application Conditions:

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 to LPL the required I-9 documentation as part of our onboarding process. Positions offered are for full-time work at 40 hours per week. 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 they 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.

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.

Summer Internship & Entry-Level Programs:

At LPL Financial, we’re dedicated to shaping the future with our 10-week paid summer internship and entry-level programs. We aim to cultivate the next generation of leaders, providing talented individuals with opportunities for personal and professional growth while advancing our strategic vision. The program provides valuable workplace experience and the projects that you drive during the summer will be tailored to your interest. You will also develop a deeper understanding of our culture and core values through lunch & learns, career workshops, wellness seminars, senior executive interactions, social events and community involvement opportunities. Learn more about working at LPL on One Team on One Mission Who We Are | About LPL Financial News & Highlights Culture Social Responsibility

Principals only. EOE.