Offshore Operations Sr. Analyst

LPL Financial; Fort Mill (SC); On-site; USD 78,000 - 131,000; Full time

Job summary

A leading financial services firm is seeking a Senior Analyst to support governance of offshore operations. This role involves monitoring performance, managing vendor relationships, and supporting project initiatives. The ideal candidate must possess a Bachelor's degree, strong analytical skills, and proficiency in Excel. The role offers competitive salary and comprehensive benefits.

Benefits

Competitive salary

Comprehensive benefits

Career growth opportunities

Qualifications

• 1–3 years of experience in operations, vendor management, or business analysis.
• High attention to detail and organizational skills.
• Experience working with offshore teams or vendors preferred.

Responsibilities

• Monitor SLA and KPI adherence across offshore engagements.
• Coordinate with offshore vendor teams to ensure timely delivery.
• Analyze value delivery and identify process improvement opportunities.

Skills

Analytical skills

Attention to detail

Communication skills

Collaboration

Education

Bachelor’s degree in Business, Finance, Operations, or related field

Tools

Microsoft Excel

PowerPoint

Data reporting tools

Job description

Overview

Job Overview: The Senior Analyst will support the governance and oversight of LPL Financial’s offshore operations, specifically with vendor partners Mphasis, Cognizant, and EY across Bangalore, Pune, and Mangalore, India. This role serves as a liaison between offshore teams and internal stakeholders across Operations, Trading, Compliance, Legal, and Service. The ideal candidate will have strong analytical skills, attention to detail, and the ability to communicate effectively across cultures and time zones.

Responsibilities

• Governance & Oversight
  • Monitor and report on SLA and KPI adherence across offshore engagements.
  • Support risk oversight and audit readiness activities.
  • Assist in maintaining SOPs, training documentation, and process manuals.
• Vendor Relationship Management
  • Coordinate with offshore vendor teams to ensure timely and quality delivery of services.
  • Facilitate regular performance reviews and feedback sessions.
  • Track and manage staffing levels, invoicing, and contract compliance.
• Operational Support
  • Analyze value delivery and identify opportunities for process improvement.
  • Support project management efforts related to offshore initiatives.
  • Assist with travel coordination and logistics for offshore team visits.
• Stakeholder Engagement
  • Communicate effectively with internal business units and key stakeholders.
  • Provide timely updates and insights to leadership on offshore performance and issues.

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

• Bachelor’s degree in Business, Finance, Operations, or related field.
• 1–3 years of experience in operations, vendor management, or business analysis.
• Strong proficiency in Microsoft Excel, PowerPoint, and data reporting tools.
• Excellent written and verbal communication skills.
• High attention to detail and organizational skills.

Preferences

• Experience working with offshore teams or vendors.
• Familiarity with LPL systems and operational workflows.
• Exposure to SLA/KPI tracking and audit processes.
• Experience with project coordination or process documentation.

Pay Range: $78,525-$130,875/year

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. 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, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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 LPL

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.
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
• Impactful Work: Our size is just right for you to make a real impact.
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus: We care for our communities and encourage our employees to do the same.
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance.

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 email address ending in @lplfinancial.com 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].

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