Sr. Analyst, Activation Manager

LPL Financial; Fort Mill (SC); On-site; USD 92,000 - 153,000; Full time

Job summary

The Senior Analyst, Activation Management at LPL Financial drives growth by turning strategy into action. You will partner with Growth Strategy leadership and cross-functional teams to execute high-impact initiatives using data-driven insights and structured execution.

This high-visibility role requires strategic thinking, stakeholder engagement, and the ability to communicate complex ideas. You will build dashboards and reports to support decision-making across the firm.

Qualifications

• Bachelor’s degree in business, data, engineering or the liberal arts is required.
• 3-6 years of experience in program management, strategy, or wealth management with growth strategy, data & analytics, or project management.
• 3+ years’ experience in MS Suite (PowerPoint, Excel, PowerBI) and wealth management.

Responsibilities

• Support and execute initiatives that have a material impact on growth and retention objectives; support client-facing incentive and reward programs.
• Develop success metrics communicating progress, risks, and impact against strategy roadmaps.
• Track and measure performance of growth levers for continuous improvement.
• Lead data analysis and reporting for growth initiatives and incentive programs.
• Create dashboards, reports, and executive-ready materials.
• Develop scalable reporting processes to elevate decision-making.

Skills

Strategic thinking

Analytical skills

Communication skills

Cross-functional collaboration

Education

Bachelor’s degree in business, data, engineering or the liberal arts

Tools

PowerPoint

Excel

PowerBI

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.

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

Do you enjoy exploring ways companies grow? What about exploring ways financial advisors grow? Do you enjoy identifying market opportunities, uncovering their needs, exploring solutions, and reaching product-market fit? Are you interested in supporting initiatives that will have material impact to a Fortune 500 company? Are you passionate about the financial advice industry and what’s ahead? If so, the Senior Analyst role on our Growth Strategy & Analytics team could be for you!

At LPL Financial, we are committed to accelerating growth by delivering strategic initiatives that drive measurable impact across the firm. The Senior Analyst, Activation Management will play a critical role in supporting and executing high-impact growth initiatives that materially contribute to LPL’s long-term success.

This individual will partner closely with Growth Strategy leadership and cross-functional teams to turn strategy into action - leveraging data-driven insights, structured execution, and strong stakeholder engagement to drive results. This is a high-visibility role ideal for a strategic thinker who thrives in a fast-paced, entrepreneurial environment and is excited to operate as a utility player across multiple growth priorities.

Responsibilities

Strategic Execution & Growth Impact

• Support and execute initiatives that have a material impact on LPL’s growth and retention objectives as well as supporting the ongoing execution of client facing incentive and reward programs
• Develop success metrics that clearly communicate progress, risks, and impact against active strategy roadmaps and execution plans
• Track and measure the performance of key growth levers to ensure continuous improvement

Data Insights & Reporting

• Lead data analysis and reporting for assigned growth initiatives as well as supporting incentive and reward program reporting
• Create best-in-class dashboards, reports, and executive-ready materials
• Develop scalable, repeatable reporting processes that elevate strategic decision-making
• Clearly articulate complex ideas using structured thinking and compelling storytelling

Operational Excellence

• Approach strategy with an entrepreneurial mindset, leveraging critical thinking to increase initiative effectiveness
• Establish scalable processes that set a high bar for results and enable repeatable success
• Flex across a wide range of projects, adapting quickly to evolving business priorities

Cross-Functional Collaboration

• Collaborate with high-impact leaders and teams across the organization to drive alignment on vision, strategy, and goals
• Build strong relationships with business partners to accelerate opportunity identification and execution
• Serve as an ambassador for LPL, fostering trust and credibility across the firm

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, data, engineering or the liberal arts
• 3-6 years of experience in program management, strategy, or wealth management in areas that highlight: growth strategy, data & analytics, process improvement or project management
• 3+ years’ experience in MS Suite (PowerPoint, Excel, PowerBI)
• 3+ years’ experience in wealth management, with the ability to understand the needs of financial advisors

Core Competencies

• Thinks strategically but executes tactically
• Comfortable with ambiguity and thrives in dynamic environments
• Strong executive presence and communication skills
• Balances structured thinking with adaptability
• Energized by working across teams to unlock growth
• Able to take complex topics and make them easy to understand
• Superior organizational skills
• Strong analytical skills with an ability to identify and organize relevant data insights
• Solid relationship building skills and experience influencing partners
• Presentation and communication skills, plus ability to build a story narrative

Pay Range

$91,670.00 - $152,852.00

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.

EOE.

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 thriving businesses. 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.

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].

EAC 5.19.26