Sr. Analyst, Growth Program Operations

LPL Financial; Fort Mill (SC); On-site; USD 82,000 - 137,000; 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, Growth Program Operations in the Growth Strategy and Enablement group to run advisor referral programs at scale and optimize operations for a larger advisor base. You’ll partner with Compliance, Licensing, Onboarding and Compensation to keep service levels high and advisor experience consistent.

The role emphasizes running day-to-day operations, process improvement, and data-driven reporting to support scalable advisor growth and strategic initiatives.

Qualifications

• Bachelor’s degree in Business, Finance, Operations, Strategy, or related field.
• 3-6 years of experience in program management or business operations, ideally supporting advisor-facing programs.
• Experience coordinating across functions to move work to completion.

Responsibilities

• Run the day-to-day: Own daily operations for the advisor referral program, including the shared inbox, advisor inquiries, and issue solution, at expanded scale.
• Coordinate execution: Facilitate alignment and communication across partner teams as volume increases, keeping cases moving and clean.
• Protect service quality: Maintain reporting on volumes, turnaround times, and recurring issues, while flagging process gaps early so they can be fixed.

Skills

PowerBI

MS Office (Excel, PowerPoint)

Education

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

Tools

PowerBI

MS Office (Excel, PowerPoint)

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.

Do you get energy from taking a program that works and making it work at 10x the scale? Are you the person that turns a growing pile of one-off requests into a clean, repeatable process nobody has to think about? Do you like operating where growth strategy meets real execution, close enough to advisors to see what actually moves their business?

If so, the Senior Analyst, Growth Program Operations role in our Growth Strategy and Enablement organization could be for you.

Job Overview

This role sits in our Strategic Growth Solutions team, which designs and scales the programs that power advisor growth at LPL. As Senior Analyst, Growth Program Operations, you are the run-the-business engine behind our advisor referral and partnership programs. As these programs take on a larger advisor base, you are the primary capacity lever that keeps service levels high and advisor experience consistent, while helping turn a growing volume of requests into cleaner, more repeatable operations.

Responsibilities

Run the day-to-day

• Own daily operations for the advisor referral program, including the shared inbox, advisor inquiries, and issue solution, at expanded scale
• Support onboarding and ongoing management for a significantly larger base of participating advisors and referral partners

Coordinate execution

• Facilitate alignment and communication across partner teams (Compliance, Licensing, Onboarding, Compensation) as volume increases, keeping cases moving and clean
• Track and resolve expectations and escalations, pulling in the right partners and closing the loop with advisors

Protect service quality

• Serve as the primary capacity lever that keeps service levels and advisor experience consistent as the programs scale
• Maintain reporting on volumes, turnaround times, and recurring issues, while flagging process gaps early so they can be fixed before they compound

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, Strategy, or related field
• 3 - 6 years of experience in program management, business operations, or a related role, including ideally supporting advisor-facing or client-facing programs

Core Comeptencies

• Strong organizational skills and proven comfort owning day-to-day operational workflows at volume
• Experience coordinating across functions (e.g., compliance, operations, onboarding) to move work to completion
• Solid analytical skills and proficiency in MS Office (Excel, PowerPoint); PowerBI a plus
• Clear written and verbal communication, including advisor-facing communication
• Working knowledge of the wealth management industry and the needs of financial advisors

Preferred qualifications

• Experience with referral, solicitor, partnership programs, or other advisor-facing programs in financial services
• Familiarity with the compliance-sensitive processes such as compensated referrals
• Track record of improving or streamlining processes as volume grows

Pay Range

$82,091.00 - $136,784.00
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. 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 need 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. 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].

EAC 5.19.26