Sr. Analyst of Market Intelligence, Corporate Strategy

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.

Do you enjoy analyzing competitive landscapes? What about uncovering detailed insights on competitors? Do you enjoy building primary research, sifting through market events to identify what truly matters and providing actionable written recommendations based on these insights?

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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institu