New Grad - 2027 - S&G Rotational Analyst

LPL Financial•Charlotte, NC

22h•Hybrid

About The Position

Strategy & Growth serves as a catalyst for the firm's growth by bringing together corporate strategy, business development, and client activation capabilities. Together, these teams create a seamless experience for advisors and institutions, from initial engagement and affiliation decisions through onboarding, activation, and long-term success on the LPL platform. Designed for ambitious, high-performing graduates, this highly selective two-year rotational program provides accelerated development through meaningful business experiences, executive exposure, and hands-on participation in initiatives that drive growth across the firm. Through a series of immersive rotations, analysts gain exposure to strategic priorities, business challenges, and organizational opportunities while building the skills, relationships, and experiences needed to launch a successful career at LPL. As a Strategy & Growth Rotational Analyst, you will partner with leaders across the organization to support initiatives that advance LPL's strategic priorities, enhance the advisor and client experience, and drive business growth. Throughout the program, you will rotate across multiple teams within Strategy & Growth, gaining exposure to areas such as strategy, business development, and client readiness. Analysts are expected to operate as contributors on meaningful business initiatives, bringing fresh perspectives, analytical rigor, and innovative thinking to some of the organization's most important priorities. This program provides a unique opportunity to develop strategic thinking, analytical, project management, and communication skills while working alongside experienced leaders and subject matter experts across the organization.

Requirements

Bachelor's degree in Business, Finance, Economics, Communications, Marketing, Management, or a related field, with anticipated graduation by June 2027
Minimum cumulative GPA of 3.0
Demonstrated interest in strategy, business development, client experience, business operations, project management, or financial services
Previous internship, leadership, campus involvement, or project experience preferred
Offer is contingent upon successful completion of a bachelor's degree, successful completion of a background screening, and the ability to work in a hybrid environment based in our Fort Mill, SC office
Strong analytical and problem-solving skills with the ability to evaluate information and develop actionable recommendations
Excellent written, verbal, and presentation communication skills
Strong organizational and time-management abilities with exceptional attention to detail
Ability to manage multiple priorities and thrive in a fast-paced, evolving environment
Intellectual curiosity and a commitment to continuous learning and growth
Ability to build relationships and collaborate effectively across teams and levels of the organization
Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word
Ability to create clear, compelling presentations and business recommendations for leadership audiences

Nice To Haves

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments.
Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed.
We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Responsibilities

Partner with leaders across Strategy & Growth to support strategic initiatives and key business priorities
Conduct research, analysis, and project work that supports business growth, advisor engagement, client activation, and organizational effectiveness
Analyze business trends, market dynamics, and performance metrics to identify opportunities and inform strategic decision-making
Develop recommendations, presentations, and insights for leadership discussions and executive decision-making
Identify opportunities to improve processes, enhance efficiency, and drive business outcomes
Collaborate across teams and functions to support enterprise initiatives and strategic projects
Participate in professional development, mentorship, networking, and leadership exposure opportunities throughout the program
Present project outcomes, recommendations, and key learnings to leaders at the conclusion of each rotation