Sr. Analyst, Growth Program Operations

LPL Financial•Charlotte, NC

13h

About The Position

The Senior Analyst, Growth Program Operations role is part of LPL Financial’s Growth Strategy and Enablement organization, within the Strategic Growth Solutions team. The team designs and scales programs that support advisor growth. This position is the operational engine behind advisor referral and partnership programs, helping maintain high service levels and a consistent advisor experience as the programs and participating advisor base grow. The role owns day-to-day program operations, supports advisor and referral partner onboarding and ongoing management, coordinates work across partner teams, and manages expectations and escalations. It also maintains operational reporting and identifies process gaps and opportunities to make workflows more repeatable as volume increases.

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.
Strong organizational skills and comfort owning day-to-day operational workflows at volume.
Experience coordinating across functions such as compliance, operations, and onboarding.
Solid analytical skills.
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 financial advisors’ needs.

Nice To Haves

Experience supporting advisor-facing or client-facing programs.
Power BI proficiency.
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.

Responsibilities

Own daily operations for the advisor referral program, including the shared inbox, advisor inquiries, and issue resolution.
Support onboarding and ongoing management for a larger base of participating advisors and referral partners.
Coordinate alignment and communication across Compliance, Licensing, Onboarding, Compensation, and other partner teams to keep cases moving.
Track and resolve expectations and escalations, involving appropriate partners and closing the loop with advisors.
Help maintain service levels and a consistent advisor experience as programs scale.
Report on volumes, turnaround times, and recurring issues.
Identify process gaps early and help improve or streamline operations.