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LPL Financial

Senior Analyst, Advisor Channel Strategy Activation

LPL Financial

. Maintain the team’s initiative portfolio, including kanban-style tracking, 90-day plans, and detailed project plans .

Posted 5/6/2026full-timeBoston • California, Massachusetts, New York • 🇺🇸 United StatesSenior💰 $79,310 - $132,252 per yearWebsite

About the role

Key responsibilities & impact
  • Maintain the team’s initiative portfolio, including kanban-style tracking, 90-day plans, and detailed project plans
  • Proactively identify risks, dependencies, and slippage across initiatives
  • Create and maintain high-quality documentation that enables scalability and clean transitions
  • Schedule and coordinate working sessions and stakeholder touchpoints
  • Build concise, executive-ready updates that communicate progress, risks, decisions needed, and next steps

Requirements

What you’ll need
  • Bachelor’s Degree
  • 3+ years of experience in program management, business operations, strategy execution, consulting, or analytical roles
  • Project management skills including building executable plans, tracking milestones, and managing dependencies
  • Attention to detail with follow-through, organization, and ability to manage multiple workstreams concurrently
  • Written and verbal communication skills, including ability to produce clear, concise leadership-ready materials

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

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

Hard Skills & Tools
project managementkanbanrisk managementmilestone trackingdocumentationstrategy executionanalytical skillsbusiness operations
Soft Skills
attention to detailorganizationcommunication skillsability to manage multiple workstreamsfollow-through
Certifications
Bachelor's Degree