Sr. Analyst, Annuity & Insurance Growth - Advisor Engagement
About The Position
The Sr. Analyst, Growth and Advisor Enablement supports the execution of initiatives designed to increase adoption and effective use of LPL’s annuity and insurance product lines. This role focuses on delivering data-driven insights, developing advisor-facing materials, and supporting campaigns and programs that enhance awareness and usability of solutions within advisor practices. Working closely with cross-functional partners and senior team members, the Sr. Analyst helps translate product features into clear, actionable guidance and contributes to improving advisor experience through continuous feedback and analysis. This role plays a key part in measuring program effectiveness and identifying opportunities to enhance engagement and outcomes.
Requirements
- Undergraduate degree in Business, Finance, or related.
- 2–4+ years of experience in wealth management, financial services, insurance, or a related field
- Series 6 and 63 licenses or willing to obtain
- Strong analytical and problem-solving skills with ability to interpret data and generate insights
- Ability to translate complex concepts into clear, concise communications
- Proficiency in PowerPoint, Excel, and data analysis tools
- Strong organizational skills and attention to detail
- Effective communication skills and ability to collaborate across teams
Nice To Haves
- CFP, CFA, or MBA
Responsibilities
- Support execution of initiatives aimed at increasing awareness and adoption of annuity and insurance products.
- Develop and maintain advisor-facing materials, including presentations, guides, and training content.
- Assist in the execution of advisor engagement efforts such as campaigns, events, and training programs.
- Analyze data and performance metrics to evaluate program effectiveness and identify improvement opportunities.
- Gather and synthesize advisor feedback to support continuous improvement of tools, processes, and offerings.
- Collaborate with internal teams and partners to support go-to-market and enablement activities.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
