Sr. Analyst, Activation Manager

LPL Financial•San Diego, CA

About The Position

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 at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview Do you enjoy exploring ways companies grow? What about exploring ways financial advisors grow? Do you enjoy identifying market opportunities, uncovering their needs, exploring solutions, and reaching product-market fit? Are you interested in supporting initiatives that will have material impact to a Fortune 500 company? Are you passionate about the financial advice industry and what’s ahead? If so, the Senior Analyst role on our Growth Strategy & Analytics team could be for you! At LPL Financial, we are committed to accelerating growth by delivering strategic initiatives that drive measurable impact across the firm. The Senior Analyst, Activation Management will play a critical role in supporting and executing high-impact growth initiatives that materially contribute to LPL’s long-term success. This individual will partner closely with Growth Strategy leadership and cross-functional teams to turn strategy into action—leveraging data-driven insights, structured execution, and strong stakeholder engagement to drive results. This is a high-visibility role ideal for a strategic thinker who thrives in a fast-paced, entrepreneurial environment and is excited to operate as a “utility player” across multiple growth priorities.

Requirements

Bachelor’s degree in business, data, engineering or the liberal arts
3-6 years of experience in program management, strategy, or wealth management in areas that highlight: growth strategy, data & analytics, process improvement or project management
3+ years’ experience in MS Suite (PowerPoint, Excel, PowerBI)
3+ years’ experience in wealth management, with the ability to understand the needs of financial advisors
Core Competencies: Thinks strategically but executes tactically
Comfortable with ambiguity and thrives in dynamic environments
Strong executive presence and communication skills
Balances structured thinking with adaptability
Energized by working across teams to unlock growth
Able to take complex topics and make them easy to understand
Superior organizational skills
Strong analytical skills with an ability to identify and organize relevant data insights
Solid relationship building skills and experience influencing partners
Presentation and communication skills, plus ability to build a story narrative

Responsibilities

Strategic Execution & Growth Impact Support and execute initiatives that have a material impact on LPL’s growth and retention objectives
Develop success metrics that clearly communicate progress, risks, and impact against active strategy roadmaps and execution plans
Track and measure the performance of key growth levers to ensure continuous improvement
Data Insights & Reporting Lead data analysis and reporting for assigned growth initiatives
Create best-in-class dashboards, reports, and executive-ready materials
Develop scalable, repeatable reporting processes that elevate strategic decision-making
Clearly articulate complex ideas using structured thinking and compelling storytelling
Operational Excellence Approach strategy with an entrepreneurial mindset, leveraging critical thinking to increase initiative effectiveness
Establish scalable processes that set a high bar for results and enable repeatable success
Flex across a wide range of projects, adapting quickly to evolving business priorities
Cross-Functional Collaboration Collaborate with high-impact leaders and teams across the organization to drive alignment on vision, strategy, and goals
Build strong relationships with business partners to accelerate opportunity identification and execution
Serve as an ambassador for LPL, fostering trust and credibility across the firm