Analyst, Research Experience

LPL Financial•Fort Mill, SC

6d•$69,731 - $116,184

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