Sr. Analyst - Portfolio Strategy & Planning

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

 

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 abo