Are you ready to start your career with a dynamic, industry-leading company to accelerate your growth and development? Then our Business Management Analyst Program is the place to start. LPL's Service Group will present you with a wide range of challenges and opportunities. We build our success around passionate people and need engaged professionals to help continue our growth.
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: As the Business Management Rotational Analyst, you will support the Business Strategy and Growth team where we unite strategy, experience, and innovation to enhance the overall client experience for advisors, large enterprises, and institutions. This rotational program offers a unique opportunity to gain hands-on experience with different initiatives and projects impacting everything from setting and executing on our firm's strategic direction to developing and delivering powerful business services that help our clients succeed.
This position would like the ideal candidate to be local to the San Diego office functioning off a hybrid schedule at the analyst and manager's discretion.
Responsibilities: - Collaborate with senior leaders to develop and implement strategic initiatives that drive business growth and innovation
- Analyze market trends, competitor activity, and internal data to inform strategic decision-making and identify opportunities for improvement
- Develop and present strategic recommendations to senior leadership, leveraging data-driven insights and industry best practices
- Support the development and implementation of innovative solutions to complex business problems, driving continuous improvement and efficiency gains
- Conduct research and analysis to identify emerging trends and opportunities in business strategy and innovation, and provide recommendations for future growth
- Foster a culture of innovation and experimentation, encouraging collaboration and knowledge-sharing across teams and functions
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: - Currently enrolled in a bachelor's degree program in business management, communications, economics, or a related field, with expected graduation by June 2026
- 3.0 GPA minimum
- Offer is contingent upon completion of bachelor's degree, successful background screening, and agreement to be local to the office
Core Competencies: - Ability to organize and analyze data
- Detail-oriented with strong organizational and time management abilities
- Strong organizational and time management skills, with attention to detail
- Ability to juggle multiple projects and priorities while maintaining a high level of productivity
- Ability to work within a team, take initiative and show strong attention to detail
Preferences: - Advanced level skills with Excel (Vlookup, Pivot Tables, Formatting, Data Validation, Filtering) required
- Proficient in Microsoft Office Suite, including Excel, PowerPoint, and Word
- Experience with Python, Salesforce and/or Tableau is a plus
- Excellent communication skills, both written and verbal
Pay Range: $33.46-$55.77/hour
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 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
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 .
EAC1.22.25
Never miss an opportunity! Create an alert based on the job you applied for.
