Analyst, Research Experience

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.

Job Overview:

LPL Financial is seeking an Analyst, Research Experience to support advisor engagement efforts across the LPL Research organization. This role operates at the intersection of research, content production, and advisor experience, helping translate investment insights into actionable resources that improve advisor outcomes and client conversations.

The Analyst will contribute to the development and delivery of advisor-facing content, engagement resources, and enablement support, ensuring materials are timely, compelling, accurate, and aligned with firm messaging. This role also supports broader initiatives to enhance advisor adoption and effective use of LPL Research insights, tools, and services, while maintaining a strong focus on execution and quality.

Responsibilities:

Content Production & Distribution

• Manage end-to-end workflows for the creation, review, and publication of advisor-facing materials (market updates, talking points, client-ready content)
• Edit, proofread, and ensure all content meets brand, compliance, and quality standards
• Maintain and organize content libraries to ensure accessibility and consistency across channels
• Support the delivery of timely, high-quality materials that enable effective advisor-client conversations

Advisor Engagement Support

• Act as a liaison with Marketing to ensure marketing efforts align with business unit initiatives and objectives
• Assist in developing and maintaining advisor-facing materials and advisor engagement resources
• Work closely with the Marketing team to help translate research insights into practical, actionable content that advisors can implement in client conversations
• Partner with Marketing to support advisor engagement initiatives that promote awareness and usage of Research content and tools
• Contribute to efforts that improve the advisor experience with Research and encourage adoption of resources and capabilities

Cross-Functional Coordination

• Partner closely with Research leadership and subject matter experts, Marketing, Supervision, and sales teams to ensure timely, accurate delivery of materials
• Support coordination of projects and track deliverables across stakeholders
• Assist in aligning messaging across channels to ensure consistency and clarity

Operational Execution & Continuous Improvement

• Track content usage and engagement metrics where applicable
• Identify opportunities to improve workflows, processes, and scalability of content delivery
• Support feedback loops by assisting to gather input from advisors and internal partners to inform future enhancements

What are we looking for?

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. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• 2-5+ years of experience in financial services, research, sales enablement, marketing, or advisor support roles
• Working knowledge and foundational understanding of financial markets, investment products, or advisor workflows

Core Competencies:

• Written and verbal communication skills; ability to translate complex ideas into clear, practical messaging
• Attention to detail and strong organizational skills
• Ability to manage multiple tasks and priorities with strong follow-through

Pay Range:

$69,731.00 - $116,184.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26