Sr Analyst, Sales Operations

LPL Financial•San Diego, CA

About The Position

As a Senior Analyst within the Business Development team, you’ll support the VP, Sales Operations, in translating complex business data, insights, and strategies into clear, compelling narratives and polished executive presentations. This role requires a proactive, detail-oriented individual with strong organizational and communication skills and experience developing executive-level decks and presentations.

Requirements

Bachelor’s degree in Business, Finance, Economics, Communications or related field
5+ years of professional experience, ideally in strategy, business development, management consulting, or a similar analytical/strategic communications role.
Advanced PowerPoint and storytelling skills, and experience creating executive-ready decks at a consulting or corporate strategy level.
Strong ability to synthesize data, create insights, and craft a cohesive storyline for senior audiences.
Exceptional attention to detail, organization, and visual consistency.
Comfortable working in a fast-paced, high-visibility environment with multiple priorities and tight deadlines.

Nice To Haves

Experience in financial services, ideally within Wealth Management
Demonstrated success in building and deploying business management frameworks
Advanced degree (MBA) a plus

Responsibilities

Develop high-impact executive presentations for meetings with C-suite, senior leadership, and key external stakeholders.
Synthesize complex data sets and business performance metrics into simple, visually compelling narratives that drive business decisions.
Collaborate cross-functionally to extract insights and shape presentation storylines.
Maintain consistent brand and visual standards while elevating design and clarity to a management-consulting level of polish.
Support development of strategic planning materials, business cases, and board updates.