Senior Analyst, Growth Program Operations

Hybrid Full TimeCharlotte, North Carolina, United StatesLPL Financial

Role Overview

The Senior Analyst, Growth Program Operations role sits in the Strategic Growth Solutions team, designing and scaling programs that power advisor growth at LPL. As the run-the-business engine, you will own daily operations for the advisor referral program, support onboarding and ongoing management, and coordinate execution across partner teams.

What You Will Do

Your responsibilities will include running the day-to-day operations, facilitating alignment and communication across partner teams, tracking and resolving expectations and escalations, and maintaining reporting on volumes, turnaround times, and recurring issues.

Why It Might Be a Fit

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed.

Requirements

  • Bachelor’s degree in Business, Finance, Operations, Strategy, or related field
  • 3 – 6 years of experience in program management, business operations, or a related role
  • Strong organizational skills and proven comfort owning day-to-day operational workflows at volume
  • Experience coordinating across functions (e.g., compliance, operations, onboarding) to move work to completion
  • Solid analytical skills and proficiency in MS Office (Excel, PowerPoint); PowerBI a plus
  • Clear written and verbal communication, including advisor-facing communication
  • Working knowledge of the wealth management industry and the needs of financial advisors

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off

To apply for this job please visit lplfinancial.wd1.myworkdayjobs.com.

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