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.

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:

• BA/BS degree in Finance, Business, Computer Science, Data Science, Economics, or a related discipline
• 2+ years finance/analytics related experience
• Excel expert
• Proficiency with Salesforce CRM

• Assist with design and run tactical execution of key sales initiatives to achieve successful outcomes
• Be proactive in identifying areas for opportunity, analyzing data, and delivering actionable insights to drive growth
• Assist with vendor and recordkeeper outreach, department initiatives and projects
• Translate data into actionable insights and trends to help solve business challenges and improve KPIs
• Develop metrics that communicate progress, identify risks, and define an approach to execution
• Prepare key presentations and sales storylines for quarterly business reviews, consulting and sales kick-off activities, executive approvals, department calls, etc.
• Provide executives with business reporting and insights on a regular basis
• Other responsibilities as assigned