Sr. Analyst, Activation Manager

LPL Financial • Charlotte, TX

8d

About The Position

At LPL Financial, we are committed to accelerating growth by delivering strategic initiatives that drive measurable impact across the firm. The Senior Analyst, Activation Management will play a critical role in supporting and executing high-impact growth initiatives that materially contribute to LPL’s long-term success. This individual will partner closely with Growth Strategy leadership and cross-functional teams to turn strategy into action—leveraging data-driven insights, structured execution, and strong stakeholder engagement to drive results. This is a high-visibility role ideal for a strategic thinker who thrives in a fast-paced, entrepreneurial environment and is excited to operate as a “utility player” across multiple growth priorities.

Requirements

• Bachelor’s degree in business, data, engineering or the liberal arts
• 3-6 years of experience in program management, strategy, or wealth management in areas that highlight: growth strategy, data & analytics, process improvement or project management
• 3+ years’ experience in MS Suite (PowerPoint, Excel, PowerBI)
• 3+ years’ experience in wealth management, with the ability to understand the needs of financial advisors
• Thinks strategically but executes tactically
• Comfortable with ambiguity and thrives in dynamic environments
• Strong executive presence and communication skills
• Balances structured thinking with adaptability
• Energized by working across teams to unlock growth
• Able to take complex topics and make them easy to understand
• Superior organizational skills
• Strong analytical skills with an ability to identify and organize relevant data insights
• Solid relationship building skills and experience influencing partners
• Presentation and communication skills, plus ability to build a story narrative

Responsibilities

• Support and execute initiatives that have a material impact on LPL’s growth and retention objectives as well as supporting the ongoing execution of client facing incentive and reward programs
• Develop success metrics that clearly communicate progress, risks, and impact against active strategy roadmaps and execution plans
• Track and measure the performance of key growth levers to ensure continuous improvement
• Lead data analysis and reporting for assigned growth initiatives as well as supporting incentive and reward program reporting
• Create best-in-class dashboards, reports, and executive-ready materials
• Develop scalable, repeatable reporting processes that elevate strategic decision-making
• Clearly articulate complex ideas using structured thinking and compelling storytelling
• Approach strategy with an entrepreneurial mindset, leveraging critical thinking to increase initiative effectiveness
• Establish scalable processes that set a high bar for results and enable repeatable success
• Flex across a wide range of projects, adapting quickly to evolving business priorities
• Collaborate with high-impact leaders and teams across the organization to drive alignment on vision, strategy, and goals
• Build strong relationships with business partners to accelerate opportunity identification and execution
• Serve as an ambassador for LPL, fostering trust and credibility across the firm

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior