Senior Analyst, Client Experience

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 Sr. Analyst, Client Experience will support the strategy and implementation of end investor experience programs for LPL Wealth Advisors Group (Wealth AG), a fast-growing business providing comprehensive financial advice, guidance, planning, and service to end investors from Advisors who are based in centralized Home Office and field locations.

The end-investor experience is paramount to the success of the business, and the Sr. Analyst role will help support design and execution of a comprehensive investor experience. This includes all client experience programs, supporting client deepening efforts, supporting the Wealth AG digital presence, and helping create and deliver segmented outreach tailored for the end investors that Wealth AG serves. Additionally, this individual will work with the broader Wealth AG Team, supporting execution related to all Wealth AG projects and initiatives to transform and grow the business.

This Sr. Analyst will report into the VP (VP, LPL Wealth Advisors Group Client Experience and Platform Innovation) and be part of a team that continuously works to elevate the investor experience across all touchpoints.

Responsibilities:

• Support design and implementation of a consistent end investor experience that combines Advisor interactions with innovative marketing and digital capabilities.
• Partner with VP and AVPs on strategic initiatives, developing and executing client experience strategies across multiple channels, executing unique experiences for clients that go above-and-beyond the standard, build advisor and business resources, create content and collateral including newsletters, mailings, sales campaigns and digital content.
• Design and execute marketing, client resources, and engaging communication tactics.
• Maintain key tech resources to support execution of segmented client strategies.
• Partner with Legal, Risk and Supervision partners for guidance and approvals on content and strategy.
• Conduct research to find out more about customer behavior and preferences.
• Develop and execute measurement tools on a weekly basis (e.g. digital engagement metrics, operational metrics, NPS) to consistently evaluate effectiveness of our client experience.
• Manage projects that will deliver improvements to investor or advisor experience

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:

• Bachelor’s degree, or additional experience in lieu of education
• 4+ years' professional experience
• 2+ years' experience working on client experience & marketing design
• Minimum 1 year of financial services industry experience
• High proficiency with the Microsoft Office product suite: Excel – advanced, PowerPoint – advanced
• Experience with Salesforce as a CRM and it’s reporting capabilities

Core Competencies:

• A client-centric mind-set and commitment to identifying opportunities to continually improve the end-to-end client experience.
• Excellent presentation and communication skills.
• Sharp analytical skills and intellectual curiosity
• Ability to find creative solutions for project execution and data challenges
• Strong teamwork and experience collaborating with individuals across lines of business, functional areas, and different levels of an organization.
• Action orientation, willingness to take the initiative, and a desire to roll-up sleeves and dig into the depths of the business
• A commitment to constant self-improvement and a willingness to be coached
• Comfort wearing “multiple hats” in a startup environment, where responsibilities frequently extend beyond defined roles
• Grace under pressure and a positive attitude
• Ability to support multiple initiatives at once in a fast paced, fun, high energy culture

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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.

For further information about LPL, please visit www.lpl.com.

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. 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.

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