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Senior Business Analyst, Product Development

2 months ago

San Diego, California, United States LPL Financial LLC Full time

About the Role:

LPL Financial LLC is seeking a highly skilled Senior Business Analyst to join our Financial Solutions department. As a key member of our Advisor M&A team, you will play a critical role in supporting the development of our end-to-end platform for advisors to access during M&A transactions.

Key Responsibilities:

  • Facilitate program communication strategy for advisors and internal business partners
  • Assist with the enhancement of LPL's internal library of acquisition strategy whitepapers and content
  • Facilitate a customer feedback approach alongside the team's ongoing M&A program development, including strategic support of M&A portal enhancements
  • Further assist the acquisition team in streamlining and developing scalable solutions to service the growing demands for advisor M&A activity
  • Become a generalist in small business mergers and acquisitions and strategies
  • Support Buy-Side and Sell-Side Advisor M&A Team with daily back-end operations (perform valuations, follow up with clients for deal status updates, support advisor intake conversations)
  • Ability to think strategically and provide insights related to the advisor M&A market and overall industry trends
  • Be able to present or speak in front of small audiences occasionally
  • Support the development of our advisor technology portals with a strategic and customer-based lens feedback approach

Requirements:

  • BA/BS degree in Finance, Business, Economics, Communications (or a related discipline) preferred
  • 2-5 years corporate finance, investment banking, private equity, or communications/program management experience preferred
  • Effective communication, presentation, and writing skills; strong Excel and PowerPoint skills desired; experience with CRM tools such as Salesforce is a plus

About LPL Financial LLC:

LPL Financial LLC is a leading independent broker-dealer, offering an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide a work environment that encourages creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career with no limits.