Summer Intern 2027- Business Analyst and Project Management

LPL Financial; Charlotte (NC); On-site; USD 34,000 - 41,000; Full time

Job summary

LPL Financial in Charlotte, NC is offering an internship in Project Management & Business Analysis designed for highly organized students. You will support enterprise initiatives, assist in requirements gathering, and contribute to process improvements across business and technology teams.

Gain exposure to Agile methodologies, data-driven decision making, and emerging technologies while helping enhance advisor experiences and operational efficiency.

Qualifications

• Pursuing a bachelor’s or master’s degree in Business Admin, MIS, Analytics, PM, Industrial Eng, or related field.
• Available to work from one of LPL Financial’s primary office locations.

Responsibilities

• Support project planning, execution, and governance activities across technology and business initiatives.
• Gather, analyze, document, and validate business and functional requirements from key stakeholders.
• Create process flows, BRDs, user stories, and workflow diagrams to support solution design and implementation.
• Analyze current business processes and identify opportunities for operational improvement, automation, and enhanced advisor experiences.
• Assist in tracking project milestones, deliverables, dependencies, risks, and action items to ensure successful project execution.
• Collaborate with project managers, business analysts, product managers, technology teams, and business stakeholders to support project outcomes.
• Participate in Agile ceremonies including sprint planning, backlog refinement, stand‑ups, and retrospectives.
• Support testing activities, UAT, defect management, and solution validation efforts.
• Develop project status reports, presentations, executive summaries, and other communication materials for leadership and stakeholder audiences.
• Conduct data analysis and research to support business cases, process improvements, resource planning, and strategic initiatives.
• Explore opportunities to leverage AI, automation, and digital capabilities to improve operational efficiency and business processes.

Skills

Project planning

Business analysis

Cross-functional collaboration

Analytical thinking

Process improvement

Organizational discipline

Stakeholder management

Ownership and accountability

Adaptability

Data-driven decision making

Education

Bachelor’s or Master’s degree in Business Administration, MIS, Business Analytics, Project Management, Industrial Engineering, Related field

Tools

Jira

Azure DevOps

Smartsheet

Microsoft Project

ServiceNow

Power BI

Tableau

Job description

Job Overview

The Project Management & Business Analysis Internship at LPL Financial is designed for highly organized, analytical students who are passionate about driving business outcomes through technology, process improvement, and strategic execution. This role provides hands‑on experience supporting enterprise initiatives that enhance advisor experiences, improve operational efficiency, and advance LPL’s digital transformation efforts.

Successful candidates bring a structured approach to problem‑solving, stakeholder engagement, and project execution. They are skilled at breaking down complex business challenges,gatheringand documenting requirements, and translating insights into actionable recommendations. Interns will collaborate across business and technology teams to support project delivery, process optimization, and strategic initiatives while gaining exposure to Agile methodologies, data-driven decision making, and emerging technologies, including AI-powered solutions.

Responsibilities

• Support project planning, execution, and governance activities across technology and business initiatives.

• Gather, analyze, document, and validatebusiness and functional requirements from key stakeholders.

• Create process flows, business requirements documents (BRDs), user stories, and workflow diagrams to support solution design and implementation.

• Analyze current business processes andidentifyopportunities for operational improvement, automation, and enhanced advisor experiences.

• Assistin tracking project milestones, deliverables, dependencies, risks, and action items to ensure successful project execution.

• Collaborate with project managers, business analysts, product managers, technology teams, and business stakeholders to support project outcomes.

• Participate in Agile ceremonies including sprint planning, backlog refinement, stand‑ups, and retrospectives.

• Support testing activities, user acceptance testing (UAT), defect management, and solution validation efforts.

• Develop project status reports, presentations, executive summaries, and other communication materials for leadership and stakeholder audiences.

• Conduct data analysis and research to support business cases, process improvements, resource planning, and strategic initiatives.

• Explore opportunities toleverageAI, automation, and digital capabilities to improve operational efficiency and business processes.

What Are We Looking For?

We’relooking 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

• Currently pursuing a bachelor’s or master’s degree in; Business Administration, Management Information Systems (MIS), Business Analytics, Project Management, Industrial Engineering, Related field

• Available to work from one of LPLFinancial’sprimary office locations.

Core Competencies

• Project planning and execution

• Business analysis and requirements gathering

• Cross‑functional collaboration and communication

• Analytical thinking and problem‑solving

• Process improvement mindset

• Organizational and operational discipline

• Stakeholder management

• Ownership and accountability

• Adaptability and learningagility

• Data‑driven decision making

Preferences

• Familiarity with Agile, Scrum, or traditional project management methodologies.

• Knowledge of project management tools such as Jira, Azure DevOps, Smartsheet, Microsoft Project, or ServiceNow.

• Experience creating process maps, workflow diagrams, and business documentation.

• Proficiencyin Microsoft Excel, PowerPoint, and other business productivity tools.

• Familiarity with data visualization and reporting tools such as Power BI or Tableau.

• Interestin AI, intelligent automation, digital transformation, and operational excellence initiatives.

• Understandingofsoftware development lifecycles (SDLC) and technology delivery processes.

• Experience conducting data analysis, business research, or process improvement projects.

• Interestin financial services, wealth management, or fintech solutions.

Priority Application Date: September 21 at 11:59 PM PST

PLEASE NOTE: This role follows a priority application approach. Candidates who apply by this date will receive priority consideration, and we anticipate that most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis.

Disclaimer for international students:

• At this time, for our early career program positions,we’reunable to consider candidates whorequiresponsorship now or in the future. For other positions, within LPL it will depend on the specific position.

• You willbe responsible forobtaining andproviding toLPL the required I‑9 documentation as part of our onboarding process.

• Positions offered are for full‑time work at40 hoursper week.

• Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.

Hourly Rate:

$25.00-$30.00 per hour

The hourly amount is dependent on a number of factors, including the applicant’s skill, experience, and work location.

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor‑mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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. 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(855) 575-6947.