Chief of Staff, Strategic Support

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview
The Operations team at LPL is implementing a multi-year strategy to transform how we operate and scale to more efficiently support our advisors. As the largest team at LPL responsible for ensuring back-office systems run smoothly, we are in a unique position to work closely with leaders and teams across the company.

We are seeking a Senior Analyst on the Operations Strategy & Transformation team as a generalist to support the broader transformation effort and help execute strategy. In this role, the Senior Analyst will manage projects, deliverables, and timelines, coordinate internal and external meetings including developing agendas and decks, write key messages and help tell our transformation story.

The ideal candidate will bring a demonstrated track record of successfully collaborating with team members and stakeholders, effective storytelling through data, graphic design, and deck building, and very strong organizational, project, and time management skills. A background in project management, consulting, and/or strategy, is preferred. Additional experience in communication and change management is helpful.
Responsibilities

• Assist in managing strategic initiatives and projects, including maintaining deliverable timelines, facilitating meetings, and stakeholder engagement
• Collaborate with leaders, project teams, and partners to build decks for various audiences, including Board of Directors, Executive Committee, project teams, and for department-wide meetings
• Manage monthly KPI reporting and review process
• Maintain organization-wide activity calendar
• Assist with other tasks to ensure an effective Operations organization and strategy execution

What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, entrepreneurial, and can execute in a way that encourages creativity and continuous improvement. An individual contributor who can anticipate demands, brings a point of view, and is comfortable bringing order to ambiguity.
Requirements:

• A minimum of 3-5 years experience partnering with leaders, building executive-level presentations, and influencing organizational change
• Bachelor’s Degree
• Advanced Excel and PowerPoint skills

Core Competencies:

• Strategic thinker, effective and succinct communicator, problem-solver, highly motivated and thrives in a changing environment.
• Excellent organizational and project management skills
• Strong story teller with the ability to build effective decks
• Strong written and verbal communication skills

Preferences:

• Experience within the broker/dealer or broader financial services space

Pay Range:

$60,100.00 - $100,100.00

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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.