Sr. Analyst of Market Intelligence, Corporate Strategy
LPL Financial, San Diego, CA, United States
Job Overview
The Sr. Analyst role will be a key player in tracking competitor movements and equipping the broader organization with information that enhances decision‑making and sales effectiveness. The position is part of a fast‑paced Corporate Strategy team, and will work with stakeholders across the organization to turn strategic vision into reality through strategic thinking, human‑centered design, market research, sizing, and data analysis.
Responsibilities
Track competitor actions that truly matter in an organized, process‑driven fashion.
Build and maintain profiles on competitors.
Apply business and industry knowledge to pull key insights from research into executive‑level communications.
Partner with stakeholders across the business to centralize competitive insight and extract unique perspectives from the entire organization.
Build detailed and rigorous competitive assessments across capabilities and other sources of differentiation in easy‑to‑consume frameworks.
Take a high level of ownership for quality of work output.
Create presentations from uncovered insights that will be presented to C‑suite executives.
Be willing and excited to be a “utility player.”
Interact with customers to receive feedback and uncover insights.
Be a key team member responsible for defining and implementing LPL’s growth strategy.
Be an ambassador for LPL, building relationships with business partners to accelerate opportunities.
Qualifications
Bachelor’s degree in Business, Strategy, Finance, Economics, or another related field.
2+ years of experience in strategy, product, market research, or consulting.
2+ years of experience building competitive assessments in a professional setting.
2+ years of experience translating data into insights and narratives for presentations.
Core Competencies
Robust knowledge of market research techniques.
Superior analytical skills with the ability to identify relevant data and insights.
Ability to take complex topics and make them easy to understand.
Knowledge of human‑centered design with growth strategy.
Preferences
Knowledge of the wealth management industry and how financial advisors grow.
Pay Range $100,900–$168,200 per year. Actual base salary varies based on factors including skill, experience, education, peer salary, performance, and geography. LPL Total Rewards includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
Company Overview LPL Financial Holdings Inc. is one of the fastest growing wealth management firms in the U.S. It supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, managing assets of about $2.3 trillion on behalf of 8 million Americans.
Information on Interviews LPL will only communicate with a job applicant directly from a
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom. LPL will not request any payment or financial information during the interview. For questions about the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EEO Statement Principals only. EEO.
#J-18808-Ljbffr
Responsibilities
Track competitor actions that truly matter in an organized, process‑driven fashion.
Build and maintain profiles on competitors.
Apply business and industry knowledge to pull key insights from research into executive‑level communications.
Partner with stakeholders across the business to centralize competitive insight and extract unique perspectives from the entire organization.
Build detailed and rigorous competitive assessments across capabilities and other sources of differentiation in easy‑to‑consume frameworks.
Take a high level of ownership for quality of work output.
Create presentations from uncovered insights that will be presented to C‑suite executives.
Be willing and excited to be a “utility player.”
Interact with customers to receive feedback and uncover insights.
Be a key team member responsible for defining and implementing LPL’s growth strategy.
Be an ambassador for LPL, building relationships with business partners to accelerate opportunities.
Qualifications
Bachelor’s degree in Business, Strategy, Finance, Economics, or another related field.
2+ years of experience in strategy, product, market research, or consulting.
2+ years of experience building competitive assessments in a professional setting.
2+ years of experience translating data into insights and narratives for presentations.
Core Competencies
Robust knowledge of market research techniques.
Superior analytical skills with the ability to identify relevant data and insights.
Ability to take complex topics and make them easy to understand.
Knowledge of human‑centered design with growth strategy.
Preferences
Knowledge of the wealth management industry and how financial advisors grow.
Pay Range $100,900–$168,200 per year. Actual base salary varies based on factors including skill, experience, education, peer salary, performance, and geography. LPL Total Rewards includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
Company Overview LPL Financial Holdings Inc. is one of the fastest growing wealth management firms in the U.S. It supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, managing assets of about $2.3 trillion on behalf of 8 million Americans.
Information on Interviews LPL will only communicate with a job applicant directly from a
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom. LPL will not request any payment or financial information during the interview. For questions about the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EEO Statement Principals only. EEO.
#J-18808-Ljbffr