Senior Analyst, Business Management

LPL Financial

. Support the Office of the Corporate Secretary and assist the CLO/Corporate Secretary with board related matters and responsibilities .

Posted 5/7/2026full-timeFort Mill • New York, North Carolina • 🇺🇸 United StatesSenior💰 $72,100 - $120,201 per yearWebsite

About the role

Key responsibilities & impact

Support the Office of the Corporate Secretary and assist the CLO/Corporate Secretary with board related matters and responsibilities
Conduct research and benchmarking analyses on behalf of the CLO, delivering insights to support the business and the department to become an industry leading function
Develop dashboards and analytics for the CLO in partnership with the Legal Operations Team
Prepare, review, and consult on executive-level reports and presentations for the CEO, Board of Directors, and Management Committee
Drive cross-functional change initiatives throughout LPL on behalf of the CLO and Chief of Staff
Enhance operational rigor of the Office of the CLO through implementation of efficiency initiatives and progress-tracking of key priorities
Support CLO prep for quarterly Board of Directors meetings
Lead ad-hoc projects aligned with CLO priorities
Provide consultative guidance on organizational design, planning, and workforce optimization initiatives
Partner with FP&A on budget and other finance-related matters

Requirements

What you’ll need

Bachelor’s degree in finance or equivalent relevant work experience
4+ years of experience in finance, strategy, and/or consulting, preferably within the Financial Services industry
Strong written and verbal communication skills, with the ability to engage effectively with senior and executive-level leaders
Proven ability to synthesize complex information into concise, executive-level presentations and materials
Ability to manage multiple priorities concurrently with minimal supervision
Strong commitment to timely execution of top priorities and high-quality deliverables

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

financial analysisbenchmarkingdashboard developmentanalyticsreport preparationpresentation skillsorganizational designworkforce optimizationbudget managementproject management

Soft Skills

communicationconsultative guidancesynthesis of informationtime managementprioritizationcollaborationleadershipadaptabilityproblem-solvinginitiative

Certifications

Bachelor’s degree in finance