Sr. Analyst of Market Intelligence, Corporate Strategy
LPL Financial, Boston, MA, United States
Overview
Where Ambition Meets Innovation. Build a career that matches 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 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. We are looking for candidates who are adept at finding insights through rigorous, creative research tactics, distilling insights, and making presentations that tell stories. This role will be part of our fast-paced Corporate Strategy team where LPL dreams big – setting an ambitious vision – then interacting with stakeholders across the organization to turn this vision into reality. This role combines strategic thinking, human-centered design, market research & sizing, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition.
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 in the team responsible for defining and implementing LPL’s growth strategy
Be an ambassador for LPL, building relationships with business partners to accelerate opportunities
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 in Business, Strategy, Finance, Economics, or other related applicable areas
2+ years of experience in either 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 into narratives / presentations
Core Competencies
Robust knowledge of market research techniques
Superior analytical skills with an ability to identify relevant data and insights
Able 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/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
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 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.
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.
Join LPL Financial: Where Your Potential Meets Opportunity
As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Join the LPL Team 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.
EAC12.9.25
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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. We are looking for candidates who are adept at finding insights through rigorous, creative research tactics, distilling insights, and making presentations that tell stories. This role will be part of our fast-paced Corporate Strategy team where LPL dreams big – setting an ambitious vision – then interacting with stakeholders across the organization to turn this vision into reality. This role combines strategic thinking, human-centered design, market research & sizing, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition.
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 in the team responsible for defining and implementing LPL’s growth strategy
Be an ambassador for LPL, building relationships with business partners to accelerate opportunities
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 in Business, Strategy, Finance, Economics, or other related applicable areas
2+ years of experience in either 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 into narratives / presentations
Core Competencies
Robust knowledge of market research techniques
Superior analytical skills with an ability to identify relevant data and insights
Able 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/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
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 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.
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.
Join LPL Financial: Where Your Potential Meets Opportunity
As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Join the LPL Team 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.
EAC12.9.25
#J-18808-Ljbffr