LPL Financial
Job Overview
The Sr. Analyst, Portfolio Strategy & Planning plays a critical role in shaping and communicating strategic priorities across the enterprise. This position supports the development of multi-year roadmaps, prepares executive-level materials for company leaders and the board, and provides insights that guide decision-making at the highest levels of the organization. The ideal candidate combines analytical rigor with exceptional communication and visualization skills to influence outcomes and drive alignment.
Responsibilities
Lead preparation of materials, conduct research, and gather input from stakeholders for quarterly MD Portfolio Reviews.
Support the evolution and communication of 3-year strategic roadmaps across the firm.
Conduct competitive and technology/product research to inform strategic planning.
Develop custom firm-level roadmap views tailored for executive presentations.
Collaborate cross-functionally to ensure alignment between corporate and business unit strategies.
Support Steering Committees (SteerCos) and portfolio reviews across the company.
What We’re Looking For We’re looking for strong collaborators who thrive in fast-paced, team-oriented environments. Our ideal candidate pursues greatness, acts with integrity, and is driven to help our internal stakeholders 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
3–5 years of experience as a business consultant or internal strategy role working on strategic engagements, including analysis, research, and executive-level presentation development. Advanced proficiency in Microsoft PowerPoint and Excel (e.g. Pivot Tables, Financial Analysis).
2-3 years of experience owning senior level presentations with strong capabilities in storytelling and visualizing complex analysis to drive decisions.
Bachelor’s degree in Business, Finance, Economics or related fields.
Core Competencies
Executive-level presentation and storytelling skills.
Strong written and verbal communication skills with executive presence.
Strategic thinking and ability to distill complex information into actionable insights.
Experience with competitive and technology/product research.
Strong cross-functional collaboration and relationship-building capabilities.
Proactive self-starter that rapidly learns the industry, business and organizational preferences.
Preferences
Curiosity to solve complex problems in new ways.
Background in corporate or technology strategy within a financial services or consulting firm.
Familiarity with portfolio management or enterprise planning.
Pay Range $78,375-$130,625/year
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.
Principals only. EOE.
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Responsibilities
Lead preparation of materials, conduct research, and gather input from stakeholders for quarterly MD Portfolio Reviews.
Support the evolution and communication of 3-year strategic roadmaps across the firm.
Conduct competitive and technology/product research to inform strategic planning.
Develop custom firm-level roadmap views tailored for executive presentations.
Collaborate cross-functionally to ensure alignment between corporate and business unit strategies.
Support Steering Committees (SteerCos) and portfolio reviews across the company.
What We’re Looking For We’re looking for strong collaborators who thrive in fast-paced, team-oriented environments. Our ideal candidate pursues greatness, acts with integrity, and is driven to help our internal stakeholders 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
3–5 years of experience as a business consultant or internal strategy role working on strategic engagements, including analysis, research, and executive-level presentation development. Advanced proficiency in Microsoft PowerPoint and Excel (e.g. Pivot Tables, Financial Analysis).
2-3 years of experience owning senior level presentations with strong capabilities in storytelling and visualizing complex analysis to drive decisions.
Bachelor’s degree in Business, Finance, Economics or related fields.
Core Competencies
Executive-level presentation and storytelling skills.
Strong written and verbal communication skills with executive presence.
Strategic thinking and ability to distill complex information into actionable insights.
Experience with competitive and technology/product research.
Strong cross-functional collaboration and relationship-building capabilities.
Proactive self-starter that rapidly learns the industry, business and organizational preferences.
Preferences
Curiosity to solve complex problems in new ways.
Background in corporate or technology strategy within a financial services or consulting firm.
Familiarity with portfolio management or enterprise planning.
Pay Range $78,375-$130,625/year
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.
Principals only. EOE.
#J-18808-Ljbffr