Sr Analyst - Transformation Strategy
$91.67k - $152.85kLPL Financial LLC
Job Overview The Senior Analyst, Transformation Strategy will play a highly visible role on the Transformation Office team supporting the Technology & Product transformation, with a focus on the build out and execution of our Global Resource Strategy. This role partners closely with leaders throughout the company to analyze complex problems, develop strategic recommendations, and enable execution across key firm‑wide initiatives. You will support the design, planning, communication, and execution of our Global Resource Strategy to help us achieve long‑term strategic outcomes. Responsibilities Strategic Data Analysis & Problem Solving – engage with senior stakeholders and develop executive presentations. Program Support & Execution – manage support and execution of initiatives. Long‑Term Strategic Finance Forecasting and Analytics. Requirements Bachelor’s degree in Finance, Business, or Economics (or a related quantitative discipline). 3+ years of experience in strategy, consulting, financial analysis, and project management. Experience with workforce planning and identifying cost‑saving opportunities. Strong presentation skills, with the ability to craft concise presentations for senior audiences. Strong quantitative analysis skills, including experience with Excel. Strong project management skills and ability to prioritize your own work as well as the work of other stakeholders. Strategic thinker with high business acumen, able to delineate between root problems and symptoms. A self‑starter comfortable working in a fast‑paced environment with ranging areas of focus. Strong interpersonal skills, including the ability to “manage without authority” and get buy‑in from partners in adjacent departments. Preferences High financial acumen; financial modeling expertise is a plus. Experience in the Financial Services industry. Pay Range $91,670.00 – $152,852.00 (actual base salary varies based on factors such as prior experience and location). EEO Statement Principals only. EOE. #J-18808-Ljbffr LPL Financial LLC
- ...to partner with the CIO and drive meaningful organizational transformation. This role demands strategic HR expertise in a technology-focused... ...strong track record in advising leaders, implementing talent strategies, and leading change within a complex organization. An...SeniorTransformation
- ...LPL Financial LLC is looking for a VP, Product Manager to lead their Advisor Experience department. This role focuses on driving strategy and outcomes while managing cross-functional teams in a fast-paced environment. The ideal candidate will have a strong background...Transformation
- LPL Financial LLC is seeking a Senior Analyst, Transformation Strategy to support the Technology & Product transformation. This highly visible role will analyze complex problems, develop strategic recommendations, and help execute key initiatives. The ideal candidate will...Transformation
$72.1k - $120.2k
Job Overview The Senior Analyst, Branch Operations role is part of LPL’s Field Management team. Field Management provides end-to-end leadership... ...real estate pipeline. Drive advisor and staff communication strategy for sites in the corporate real estate pipeline, engaging...SeniorTemporary workWork at officeWork from homeHome office- ...LLC is seeking an experienced Senior Vice President for Workforce Transformation. This critical role will lead efforts in equipping our workforce for enterprise transformations through innovative strategies such as AI and automation. Key responsibilities include...SeniorTransformation
$81.47k - $135.86k
Job Overview 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...SeniorHome office$80.75k - $134.52k
...ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview The Sr. Analyst, Growth and Advisor Enablement supports the execution of initiatives designed to increase adoption and effective use of LPL’s annuity...Senior- SupportFinity™ is looking for an AI Enablement Analyst to lead AI-driven initiatives improving operational performance in a remote role. This position focuses on harnessing AI, automation, and analytics to enhance service delivery and strengthen business results. The ideal...Remote job
$109.28k - $182.1k
...LPL Financial LLC in Fort Mill, SC is seeking an AVP, Product Owner to drive workflow transformation across Operations. The successful candidate will handle the end-to-end execution of initiatives aimed at creating scalable, compliant, automation-led products while ensuring...SeniorTransformation$109.28k - $182.1k
...seeking an AVP, Product Owner to drive outcomes in its Advisor Experience team. This role is crucial in supporting LPL’s digital transformation, ensuring product delivery aligns with business objectives and maximizing the Scrum Team's value. The ideal candidate will...SeniorTransformation$128.75k - $214.65k
LPL Financial LLC is seeking a Vice President, People M&A Lead. This senior role involves owning the People M&A strategy and leading integration for acquisitions of all sizes. The ideal candidate has over 10 years of HR leadership experience and a proven track record in...Senior- LPL Financial LLC is seeking a Vice President II for Product Management in Identity & Access Management (IAM) to drive product strategy and lead high-impact initiatives. This role requires expertise in product management, technology, and user experience to influence enterprise...Senior
- LPL Financial LLC is seeking a Sr. Analyst for Growth and Advisor Enablement in Charlotte, Texas. This role supports initiatives to enhance the use of annuity and insurance products by developing training materials and analyzing performance data. The successful candidate...Senior
$74.98k - $125.04k
Job Overview Senior Analyst plays a critical role in supporting the Regulatory Trade Reporting team’s ability to meet regulatory reporting... .... Update Policies & Procedures and cross‑train new Analysts and Sr. Analysts to improve processing acumen. Lead process...Senior$135.96k - $226.6k
...LPL Financial LLC is seeking a Vice President, Product Management to lead the transformation of Operations workflows. This role drives strategy, execution, and adoption of automation-led and AI-enabled workflow products, improving operational efficiency and advisor experience...Transformation- ...and Information Officer to shape the future of a dynamic Technology organization, influencing enterprise strategy and driving meaningful organizational transformation. Responsibilities Serve as a strategic HR partner to the CIO and Technology & Product leadership team,...TransformationFor contractorsWork from home
- LPL Financial LLC is seeking a Senior Analyst to support the Regulatory Trade Reporting team. This role involves preparing daily regulatory reports and collaborating with various teams to ensure compliance. The ideal candidate has over 5 years of Broker-Dealer Operational...Senior
- ...The SVP, Workforce Transformation is a senior People leader accountable for ensuring the firm’s workforce is ready, equipped, and supported... ...managing AI / Automation related learning and adoption strategies. Core Competencies Organizational consultation and influencing...TransformationWork at office
$135.96k - $226.6k
...Management for Business Management Reporting (BMR) owns the strategy, roadmap, and delivery of enterprise reporting capabilities that... ...or data platform teams on data pipelines, ingestion, transformation, and semantic modeling. 5+ years of experience leading cross‑...Transformation- ...Consulting Analyst Together, we own our company, our future, and our shared success. As an employee-owned company, our people are... ...exposure. Gain experience in a wide range of areas, including strategy and planning, digital and AI/ML, asset management, system implementations...Full timePart timeWork experience placementInternshipWork at officeRelocationVisa sponsorshipFlexible hours
$135.96k - $226.6k
...Job Overview Lead the transformation of Operations workflows at LPL Financial as Vice President, Product Management. Accountable for the... ...delivery of an Operations Transformation portfolio, including strategy, execution, adoption, and sustained value realization across...Transformation- ...organizational priorities Leading service line innovation and transformation Ensuring financial performance and operational... ...Develop and execute a comprehensive cardiovascular service line strategy Lead program development and service expansion across...TransformationLocal area
$135.75k - $226.19k
...electronic outreach across all channels, ensuring alignment with regulatory requirements, internal controls, and LPL’s digital transformation strategy. Responsibilities Define and execute the enterprise strategy for E‑Communications Compliance aligned with regulatory...Transformation$109.28k - $182.1k
...analysis. It plays a key role in supporting LPL’s ongoing digital transformation by aligning product delivery with business objectives. The... ...to digital transformation initiatives by executing strategies that enhance client experiences Support development of executive...TransformationWork from home$135.96k - $226.6k
...you will drive outcomes, lead cross‑functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables... ..., while contributing to the organization’s ongoing Digital Transformation. Key for this role is strong experience with financial industry...TransformationWork from home$145.44k - $242.36k
...Financial is seeking a Vice President, Technology and Product Transformation to lead and drive change across our Technology, Product... ...integration, and Global Capability Center teams to set the vision and strategy for Technology and Product Transformation, driving measurable...TransformationWork from home$127.51k - $212.49k
...management, and commercial structure improvements. Support enterprise transformation initiatives including AI adoption, cloud migration, platform... ...on contract structures, pricing models, and negotiation strategies across enterprise technology vendors. Partner with...TransformationContract workShift work- LPL Financial LLC in Charlotte, Texas, is seeking a Principal Business Information Security Officer to manage the security needs of their advisors and clients. The role involves collaborating with stakeholders to ensure security while driving innovation. The ideal candidate...SeniorFull time
$109.28k - $182.1k
...within the Product Management organization to drive workflow transformation across Operations. This role is responsible for converting high... ...transformation initiatives. This includes defining product strategy, prioritizing delivery, and ensuring measurable business impact...TransformationWork from home$145.44k - $242.36k
...LPL Financial LLC in Fort Mill, South Carolina is seeking a Vice President, Technology and Product Transformation. This role will lead and drive change across Technology, Product Development, and Digital Innovation functions, focusing on optimizing processes with AI-driven...Transformation
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