Senior Analyst – Wealth Management Strategic Insights

LPL Financial; Fort Mill (SC); On-site; USD 70,000 - 117,000; Full time

Job summary

LPL Financial in Fort Mill, SC is seeking a Senior Analyst in Wealth Management Insights & Analytics to collaborate with strategy leaders, sales teams, and product managers. You’ll shape growth and performance through data storytelling and visualization, driving informed decisions across the organization.

You will develop strategic initiatives, lead monthly readouts, and build robust reporting frameworks with Marketing, Finance, and Wealth Management to measure impact and inform leadership

Qualifications

• Bachelor’s degree required.
• 3 years of professional experience including 1 year in strategy, data analytics, or financial analytics.
• Strong financial and business modeling skills.
• Proficiency in data visualization tools (PowerPoint, Excel, Tableau).
• Experience with data manipulation tools (SQL, Alteryx, Python, or R).

Responsibilities

• Partner across the organization to support planning, growth, and monetization of LPL’s Wealth Management business.
• Contribute to the development of long-term strategies and roadmaps to evaluate new opportunities and initiatives.
• Lead the creation of monthly business performance readouts, synthesizing data and insights for senior leadership.
• Participate in cross-functional initiatives with Marketing, Finance, and Wealth Management teams to drive impactful outcomes.
• Build, monitor, and enhance reporting frameworks to evaluate the success of strategic initiatives.

Skills

Data analytics

Financial analytics

PowerPoint

Excel

Tableau

SQL

Alteryx

Python

R

Communication

Education

Bachelor’s degree

Tools

Tableau

SQL

Alteryx

Python

R

PowerPoint

Excel

Job description

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

As a Senior Analyst within the Wealth Management Insights & Analytics team, you’ll collaborate with strategy leaders, sales teams, and product managers to shape the direction of LPL’s Wealth Management business. You’ll play a key role in developing strategic initiatives, tracking performance, and communicating outcomes through compelling storytelling and data visualization. Your work will help drive growth, inform decision-making, and showcase the impact of our efforts across the organization.

Responsibilities:

• Partner across the organization to support planning, growth, and monetization of LPL’s Wealth Management business.
• Contribute to the development of long-term strategies and roadmaps to evaluate new opportunities and initiatives.
• Lead the creation of monthly business performance readouts, synthesizing data and insights for senior leadership.
• Participate in cross-functional initiatives with Marketing, Finance, and Wealth Management teams to drive impactful outcomes.
• Build, monitor, and enhance reporting frameworks to evaluate the success of strategic initiatives.

What We’re 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
• 3 years of professional experience, including 1 years in strategy, data analytics, or financial analytics
• Strong financial and business modeling skills
• Proficiency in data visualization tools (PowerPoint, Excel, Tableau)
• Experience with data manipulation tools (SQL, Alteryx, Python, or R)

Core Competencies:

• Excellent verbal and written communication skills, with the ability to influence and persuade
• Self-starter with a collaborative mindset and strong relationship-building skills

Preferences:

• 1 years of experience in financial services, ideally within Wealth Management
• Demonstrated success in building and deploying business management frameworks
• Advanced degree (MBA or Master’s in Data Science)

Pay Range:

$70,013-$116,688/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 – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

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 institution, 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 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].

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