LPL Financial is a leading wealth management firm that empowers professionals to help clients achieve their financial goals. The Business Strategy and Growth Rotational Analyst will support the team by developing strategic initiatives, analyzing market trends, and fostering innovation to enhance client experiences.
Responsibilities
- Collaborate with senior leaders to develop and implement strategic initiatives that drive business growth and innovation
- Analyze market trends, competitor activity, and internal data to inform strategic decision-making and identify opportunities for improvement
- Develop and present strategic recommendations to senior leadership, leveraging data-driven insights and industry best practices
- Support the development and implementation of innovative solutions to complex business problems, driving continuous improvement and efficiency gains
- Conduct research and analysis to identify emerging trends and opportunities in business strategy and innovation, and provide recommendations for future growth
- Foster a culture of innovation and experimentation, encouraging collaboration and knowledge-sharing across teams and functions
Skills
- Currently enrolled in a bachelor's degree program in business management, communications, economics, or a related field, with expected graduation by June 2026
- 3.0 GPA minimum
- Offer is contingent upon completion of bachelor's degree, successful background screening, and agreement to be local to the office
- Ability to organize and analyze data
- Detail-oriented with strong organizational and time management abilities
- Strong organizational and time management skills, with attention to detail
- Ability to juggle multiple projects and priorities while maintaining a high level of productivity
- Ability to work within a team, take initiative and show strong attention to detail
- Advanced level skills with Excel (Vlookup, Pivot Tables, Formatting, Data Validation, Filtering) required
- Proficient in Microsoft Office Suite, including Excel, PowerPoint, and Word
- Experience with Python, Salesforce and/or Tableau is a plus
- Excellent communication skills, both written and verbal
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Company Overview
LPL Financial provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is https://www.lpl.com.
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