Senior Analyst, Advisor Experience, Design and Execution – Investment Products

LPL Financial

Senior Analyst driving operational excellence in project workflows and performance metrics for LPL Financial's investment products team. Collaborating with cross-functional teams to deliver high-quality client outcomes.

Posted 4/16/2026full-timeFort Mill • California, South Carolina • 🇺🇸 United StatesSenior💰 $81,499 - $135,831 per yearWebsite

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

Driving operational excellence by managing end-to-end project workflows
Analyzing performance metrics
Implementing solutions to meet advisor demand and firm-wide goals
Translating complex data into actionable insights
Optimizing processes and leading cross-functional teams
Monitoring order flows, trade activity, and platform usage

Requirements

What you’ll need

Bachelor's degree
4 years of related experience in the financial services industry.
Strong organization, communication and stakeholder management skills
Proficiency in investment product knowledge and project management experience.
Proficiency in SQL, Excel, Python, and BI visualization tools (Tableau/Power BI).

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SQLExcelPythonBI visualization toolsTableauPower BIproject managementperformance metrics analysisdata analysisprocess optimization

Soft Skills

organizationcommunicationstakeholder managementleadershipcross-functional team management

Certifications

Bachelor's degree