Senior Strategy & Operations Analyst

LPL Financial; Fort Mill (SC); On-site; USD 72,100 - 120,201; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Job summary

LPL Financial is seeking a Senior Analyst to support the Chief Legal Officer’s office, overseeing day‑to‑day operations and high‑priority projects. The role combines analytical rigor with strategic partnership across LPL functions to advance the CLO’s priorities.

You will build dashboards with the Legal Operations Team, prepare executive‑level reports for the CEO, Board, and Management Committee, and drive cross‑functional change initiatives that improve efficiency and decision making.

Qualifications

• Bachelor’s degree in finance or equivalent relevant work experience.
• 4+ years of experience in finance, strategy, and/or consulting, preferably within the Financial Services industry.
• Comfortable building presentations, talking points or other written materials as needed.
• Ability to translate complex information into digestible and sharable ‘stories’ or report-outs.

Responsibilities

• Support the Office of the CLO with board related matters and responsibilities.
• Conduct research and benchmarking analyses on behalf of the CLO, delivering insights to support the business and the department to become an industry leading function.
• Develop dashboards and analytics for the CLO in partnership with the Legal Operations Team.
• Prepare, review, and consult on executive-level reports and presentations for the CEO, Board of Directors, and Management Committee.
• Drive cross-functional change initiatives throughout LPL on behalf of the CLO and Chief of Staff.
• Enhance operational rigor of the Office of the CLO through implementation of efficiency initiatives and progress-tracking of key priorities.
• Support CLO prep for quarterly Board of Directors meetings.
• Lead ad-hoc projects aligned with CLO priorities.
• Provide consultative guidance on organizational design, planning, and workforce optimization initiatives.
• Partner with FP&A on budget and other finance-related matters.

Skills

Communication skills

Executive presentations

Storytelling

Cross-functional collaboration

Education

Bachelor's degree in finance

Job description

LPL Financial is seeking a Senior Analyst to support the Chief Legal Officer’s office, overseeing day‑to‑day operations and high‑priority projects. The role combines analytical rigor with strategic partnership across LPL functions to advance the CLO’s priorities.

You will build dashboards with the Legal Operations Team, prepare executive‑level reports for the CEO, Board, and Management Committee, and drive cross‑functional change initiatives that improve efficiency and decision making.