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  1. Home
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  5. Senior Analyst, Business Management
LPL Financial logo

Senior Analyst, Business Management

Not Disclosed•Full-TimeOn-site

location_on601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States

Apply Now

Where Ambition Meets Innovation

Build a career that matches your initiative with an impressive dose of innovation. At LPL Financial, you will find the ingredients you need to shape your success while helping clients pursue their financial goals. From cutting-edge resources and a collaborative environment to the freedom to make an impact, we offer the support necessary to thrive.

About the Role

The Senior Analyst serves as an analytical, highly motivated problem-solver who moves fluidly between details while remaining attuned to the Chief Legal Officer's (CLO) enterprise-level priorities. Acting as a strategist, consultant, and essential partner across LPL functions, you will drive operational excellence while advancing the strategic priorities of the CLO and the broader organization. This role is designed for those who pursue greatness, act with integrity, and are driven to help our clients succeed.

About the Team

LPL Financial Holdings Inc. is among the fastest-growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, we support over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions. We service and custody approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

At LPL, independence means that advisors and institution leaders have the freedom to choose the business model, services, and technology resources that allow them to run a thriving business. We take care of our advisors and institutions so they can take care of their clients. Our unified mission is simple: we are one team on one mission—taking care of our advisors so they can take care of their clients.

Why Join Us?

  • 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.
  • 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.

Hiring Process & Application

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address. We 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.

To apply, please log in or create an account on our careers portal. Principals only. If you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.

Equal Opportunity Employer

LPL Financial is an Equal Opportunity Employer. We support workplace equality and embrace diverse perspectives and backgrounds.

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Skills, education and keywords

Skills: Finance, Strategy, Consulting, Financial Services, Dashboard, Analytics, Budget, Organizational Design, Workforce Optimization.

Education: Bachelor's degree in finance or equivalent relevant work experience.

Frequently asked questions about Senior Analyst, Business Management at LPL Financial

What does a Senior Analyst, Business Management at LPL Financial do?expand_more
In this Senior Analyst, Business Management at LPL Financial role, you will conduct research and benchmarking analyses to deliver insights for the clo; develop dashboards and analytics for the clo in partnership with the legal operations team; prepare and review executive-level reports and presentations for the ceo and board of directors; and drive cross-functional change initiatives throughout the organization on behalf of the clo.
What are the requirements for this Senior Analyst, Business Management role?expand_more
To qualify for the Senior Analyst, Business Management at LPL Financial position, applicants should have: Bachelor's degree in finance or equivalent relevant work experience; 4+ years of experience in finance, strategy, and/or consulting; and Experience within the Financial Services industry (preferred).
Where is the Senior Analyst, Business Management role at LPL Financial located?expand_more
Senior Analyst, Business Management at LPL Financial is based in 601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States. This is a on-site role.

Work location

Work model: On-site

location_on

601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States

Charlotte, North Carolina

Key Responsibilities

  • check_circleConduct research and benchmarking analyses to deliver insights for the CLO
  • check_circleDevelop dashboards and analytics for the CLO in partnership with the Legal Operations Team
  • check_circlePrepare and review executive-level reports and presentations for the CEO and Board of Directors
  • check_circleDrive cross-functional change initiatives throughout the organization on behalf of the CLO
  • check_circleEnhance operational rigor through implementation of efficiency initiatives and progress tracking
  • check_circleLead ad-hoc projects aligned with CLO priorities
  • check_circleProvide consultative guidance on organizational design and workforce optimization initiatives
  • check_circlePartner with FP&A on budget and finance-related matters
  • check_circleSupport the Office of the Corporate Secretary and assist the CLO with board-related matters
  • check_circleSupport CLO preparation for quarterly Board of Directors meetings

Requirements

  • verifiedBachelor's degree in finance or equivalent relevant work experience
  • verified4+ years of experience in finance, strategy, and/or consulting
  • verifiedExperience within the Financial Services industry (preferred)

Nice to Have

Experience within the Financial Services industry.

Benefits & Perks

check_circle401K matchingcheck_circleHealth benefitscheck_circleEmployee stock optionscheck_circlePaid time offcheck_circleVolunteer time off
LPL Financial cover image
LPL Financial logo
Company

LPL Financial

Industry

Financial Services

Headquarters

San Diego, CA

Open Roles

2

Empowering financial advisors to deliver personalized advice to all who need it.

LPL Financial, headquartered in San Diego, CA, is one of the fastest-growing wealth management firms in the U.S., operating within the financial services industry. The company provides financial advisor affiliation models, investment solutions, fintech tools, and practice management services to over 29,000 financial advisors and approximately 1,100 financial institutions. These resources empower advisors to build and manage wealth management practices, with the firm overseeing approximately $1.9 trillion in brokerage and advisory assets on behalf of around 7 million Americans. LPL Financial offers tailored business models and technology-driven resources to support advisors and institutions in operating effective and scalable financial services operations.
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

4+ yrs (Senior)

Education

Bachelor's degree in finance or equivalent relevant work experience

Job Type

Full-Time

Skills Required

FinanceStrategyConsultingFinancial ServicesDashboardAnalytics
Is this Senior Analyst, Business Management job remote, hybrid, or on-site?expand_more
LPL Financial has listed this Senior Analyst, Business Management role as on-site.
How much experience is required for this Senior Analyst, Business Management role?expand_more
Senior Analyst, Business Management at LPL Financial typically requires 4+ years of relevant experience at the senior level.
What skills do you need for the Senior Analyst, Business Management role at LPL Financial?expand_more
Key skills for Senior Analyst, Business Management at LPL Financial include Finance; Strategy; Consulting; Financial Services; Dashboard; Analytics; Budget; and Organizational Design.
What education is required for Senior Analyst, Business Management at LPL Financial?expand_more
Educational requirements for this role: Bachelor's degree in finance or equivalent relevant work experience.
What category does the Senior Analyst, Business Management role belong to?expand_more
Senior Analyst, Business Management at LPL Financial is part of the accounting & finance job category on Recrutus.

About LPL Financial

LPL Financial, headquartered in San Diego, CA, is one of the fastest-growing wealth management firms in the U.S., operating within the financial services industry. The company provides financial advisor affiliation models, investment solutions, fintech tools, and practice management services to over 29,000 financial advisors and approximately 1,100 financial institutions. These resources empower advisors to build and manage wealth management practices, with the firm overseeing approximately $1.9 trillion in brokerage and advisory assets on behalf of around 7 million Americans. LPL Financial offers tailored business models and technology-driven resources to support advisors and institutions in operating effective and scalable financial services operations.

Browse more roles: All LPL Financial jobs, accounting & finance jobs on Recrutus.

Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
Job types
Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobs
Top states
Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in TennesseeJobs in VirginiaAll states →
Top categories
Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsAccounting & Finance jobsSales jobsIT jobsHospitality & Catering jobs
Popular skills
CDL-A jobsRegistered Nurse jobsBLS jobsExcel jobs
Featured employers
Company
About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
Budget
Organizational Design
Workforce Optimization
Accessibility