Analyst, Research Experience

LPL Financial • Charlotte, NC

5d

About The Position

LPL Financial is seeking an Analyst, Research Experience to support advisor engagement efforts across the LPL Research organization. This role operates at the intersection of research, content production, and advisor experience, helping translate investment insights into actionable resources that improve advisor outcomes and client conversations. The Analyst will contribute to the development and delivery of advisor-facing content, engagement resources, and enablement support, ensuring materials are timely, compelling, accurate, and aligned with firm messaging. This role also supports broader initiatives to enhance advisor adoption and effective use of LPL Research insights, tools, and services, while maintaining a strong focus on execution and quality.

Requirements

• 2–5+ years of experience in financial services, research, sales enablement, marketing, or advisor support roles
• Working knowledge and foundational understanding of financial markets, investment products, or advisor workflows
• Written and verbal communication skills; ability to translate complex ideas into clear, practical messaging
• Attention to detail and strong organizational skills
• Ability to manage multiple tasks and priorities with strong follow-through

Responsibilities

• Manage end-to-end workflows for the creation, review, and publication of advisor-facing materials (market updates, talking points, client-ready content)
• Edit, proofread, and ensure all content meets brand, compliance, and quality standards
• Maintain and organize content libraries to ensure accessibility and consistency across channels
• Support the delivery of timely, high-quality materials that enable effective advisor-client conversations
• Act as a liaison with Marketing to ensure marketing efforts align with business unit initiatives and objectives
• Assist in developing and maintaining advisor-facing materials and advisor engagement resources
• Work closely with the Marketing team to help translate research insights into practical, actionable content that advisors can implement in client conversations
• Partner with Marketing to support advisor engagement initiatives that promote awareness and usage of Research content and tools
• Contribute to efforts that improve the advisor experience with Research and encourage adoption of resources and capabilities
• Partner closely with Research leadership and subject matter experts, Marketing, Supervision, and sales teams to ensure timely, accurate delivery of materials
• Support coordination of projects and track deliverables across stakeholders
• Assist in aligning messaging across channels to ensure consistency and clarity
• Track content usage and engagement metrics where applicable
• Identify opportunities to improve workflows, processes, and scalability of content delivery
• Support feedback loops by assisting to gather input from advisors and internal partners to inform future enhancements

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed