Analyst, Business Management

LPL Financial

  • San Diego, CA
  • $32.45-54.09 per hour
  • Permanent
  • Full-time
  • 13 hours ago
Are you ready to start your career with a dynamic, industry-leading company to accelerate your growth and development? Then our Business Management Analyst Program is the place to start. LPL’s Service team will present you with a wide range of challenges and opportunities. We build our success around passionate people and need engaged professionals to help continue our growth.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:The Business Management Analyst will support the development and execution of processes that drive efficiency and performance optimization across a variety of functions and programs within the Service organization. This individual will gather and use data insights to help drive related business decisions within Service at all levels. The right candidate will be adept at answering questions with data, developing supporting processes that serve business needs, and supporting organizational change.Strong communication, analytical, critical thinking, and problem-solving skills are needed, along with the ability to be flexible and effectively prioritize.Responsibilities:Design, implement, and manage reporting solutions that address the eveolving data needs of the Service organization, offering consultative support to stakeholders.Analyze and interpret complex datasets to uncover performance trends, identify improvement opportunities, and deliver actionable insights to senior ledership.Leverage data-driven insights to guide strategic decisions and measure the impact of both small-scale and department-wide initiatives.Collaborate cross-functionally with internal partners to drive initiatives that enhance the operational effectiveness and contribute to the overall success of the Service organization.Partner closely with the Performance Optimization VP to develop executive-level presentations that effectively communicate key messages and strategic insights.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:Eligiable candidates must have a graduation timeframe between December 2025 and June 2026Bachelor’s degree in Business, Economics, Finance, Business, Marketing, or a related field3.3 GPA minimumCore Competencies:Ability to organize and analyze dataDetail-oriented with strong organizational and time management abilitiesStrong organizational and time management skills, with attention to detailAbility to juggle multiple projects and priorities while maintaining a high level of productivityAbility to work within a team, take initiative and show strong attention to detailPreferences:Advanced level skills with Excel (Vlookup, Pivot Tables, Formatting, Data Validation, Filtering) requiredProficient in Microsoft Office Suite, including Excel, PowerPoint, and WordExperience with Python, Salesforce and/or Tableau is a plusExcellent communication skills, both written and verbalPay Range: $32.45-$54.09/hourActual 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) 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 OpportunityAt 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.Limitless Career Potential: Your career at LPL has no limits, only amazing potential.Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.Impactful Work: Our size is just right for you to make a real impact.Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.Community Focus: We care for our communities and encourage our employees to do the same.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.Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. 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 (855) 575-6947.EAC1.22.25

LPL Financial