Sr. Analyst of Market Intelligence, Corporate Strategy

LPL Financial•San Diego, CA

10d

About The Position

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Do you enjoy analyzing competitive landscapes? What about uncovering detailed insights on competitors? Do you enjoy building primary research, sifting through market events to identify what truly matters and providing actionable written recommendations based on these insights? Job Overview: The Sr. Analyst role will be a key player in tracking competitor movements and equipping the broader organization with information that enhances decision making and sales effectiveness. We are looking for candidates who are adept at finding insights through rigorous, creative research tactics, distilling insights, and making presentations that tell stories. This role will be part of our fast-paced Corporate Strategy team where LPL dreams big – setting an ambitious vision – then interacting with stakeholders across the organization to turn this vision into reality. This role combines strategic thinking, human-centered design, market research & sizing, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition.

Requirements

Bachelor’s degree in Business, Strategy, Finance, Economics, or other related applicable areas
2+ years of experience in either strategy, product, market research or consulting
2+ years of experience building competitive assessments in a professional setting
2+ years of experience translating data into insights into narratives / presentations
Robust knowledge of market research techniques
Superior analytical skills with an ability to identify relevant data and insights
Able to take complex topics and make them easy to understand
Knowledge of human-centered design with growth strategy

Nice To Haves

Knowledge of the wealth management industry, and how financial advisors grow

Responsibilities

Track competitor actions that truly matter in an organized process-driven fashion
Build and maintain profiles on competitors
Apply business and industry knowledge to pull key insights from research into executive-level communications
Partner with stakeholders across the business to centralize competitive insight and extract unique perspectives from the entire organization
Build detailed and rigorous competitive assessments across capabilities and other sources of differentiation in easy to consume frameworks
Take a high level of ownership for quality of work output
Create presentations from uncovered insights – that will be presented to C-suite executives
Be willing and excited to be a “utility player”
Interact with customers to receive feedback and uncover insights
Be a key team member in the team responsible for defining and implementing LPL’s growth strategy
Be an ambassador for LPL, building relationships with business partners to accelerate opportunities