LPL Financial

Senior Analyst – Business Management

LPL Financial

full-time

Posted on:

Location Type: Office

Location: Fort Mill • California • North Carolina • United States

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Salary

💰 $72,113 - $120,188 per year

Job Level

Senior

About the role

  • Assist the Office of the CWO in developing and executing strategic plans and initiatives.
  • Take a hands-on approach to gathering data from various internal and external sources.
  • Support the Office of the CWO with key project information gathering.
  • Serve as a liaison between the Sr. Chief of Staff and other departments.
  • Organize and coordinate meetings, including preparing agendas, taking minutes, and following up on action items.
  • Identify opportunities for process improvements and implement solutions to enhance efficiency.

Requirements

  • Bachelor’s degree in business administration, Finance, or a related field.
  • 2-4 years of experience in a similar role within the Wealth Management industry.
  • 2+ years’ experience in Microsoft Office Suite (Word, Excel, PowerPoint).
  • 2+ years’ experience handling highly sensitive and confidential information and initiatives, exercising sound judgment and a high level of discretion.
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data gatheringprocess improvementproject information management
Soft Skills
communicationorganizationdiscretionjudgmentliaison
Certifications
Bachelor’s degree