Sr. Analyst, Growth Program Operations

LPL Financial•Fort Mill, SC

2d•$82,091 - $136,784

About The Position

The Senior Analyst, Growth Program Operations role is part of LPL Financial’s Strategic Growth Solutions team within the Growth Strategy and Enablement organization. The team designs and scales programs that support advisor growth. This position runs the day-to-day operations behind advisor referral and partnership programs, helping maintain high service levels and a consistent advisor experience as the programs expand to a larger advisor base. The role also helps turn increasing volumes of requests into cleaner, repeatable processes. The analyst owns daily advisor referral program operations, supports onboarding and ongoing management for participating advisors and referral partners, and coordinates work across Compliance, Licensing, Onboarding, Compensation, and other partner teams. The role tracks and resolves expectations and escalations, maintains operational reporting, and identifies process gaps early. The position calls for strong organizational, analytical, communication, and cross-functional coordination skills, along with working knowledge of wealth management and financial advisors’ needs.

Requirements

Bachelor’s degree in Business, Finance, Operations, Strategy, or a related field.
3–6 years of experience in program management, business operations, or a related role, ideally including support for advisor-facing or client-facing programs.
Strong organizational skills and demonstrated comfort owning high-volume day-to-day operational workflows.
Experience coordinating across functions such as Compliance, Operations, and Onboarding to move work to completion.
Solid analytical skills and proficiency in MS Office, including Excel and PowerPoint.
Clear written and verbal communication skills, including advisor-facing communication.
Working knowledge of the wealth management industry and the needs of financial advisors.

Nice To Haves

Experience with referral, solicitor, partnership, or other advisor-facing programs in financial services.
Familiarity with compliance-sensitive processes such as compensated referrals.
A track record of improving or streamlining processes as volume grows.
Power BI proficiency.

Responsibilities

Own daily operations for the advisor referral program, including the shared inbox, advisor inquiries, and issue resolution at expanded scale.
Support onboarding and ongoing management for a significantly larger base of participating advisors and referral partners.
Facilitate alignment and communication across partner teams, including Compliance, Licensing, Onboarding, and Compensation, keeping cases moving and clean as volume increases.
Track and resolve expectations and escalations, involve the appropriate partners, and close the loop with advisors.
Help maintain consistent service levels and advisor experience as the programs scale.
Maintain reporting on volumes, turnaround times, and recurring issues.
Flag process gaps early so they can be addressed before they compound.