New Grad - 2027 - S&G Rotational Analyst

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. Strategy & Growth serves as a catalyst for the firm's growth by bringing together corporate strategy, business development, and client activation capabilities. Together, these teams create a seamless experience for advisors and institutions, from initial engagement and affiliation decisions through onboarding, activation, and long-term success on the LPL platform. 

Designed for ambitious, high-performing graduates, this highly selective two-year rotational program provides accelerated development through meaningful business experiences, executive exposure, and hands-on participation in initiatives that drive growth across the firm. Through a series of immersive rotations, analysts gain exposure to strategic priorities, business challenges, and organizational opportunities while building the skills, relationships, and experiences needed to launch a successful career at LPL. 

Job Overview:

As a Strategy & Growth Rotational Analyst, you will partner with leaders across the organization to support initiatives that advance LPL's strategic priorities, enhance the advisor and client experience, and drive business growth. Throughout the program, you will rotate across multiple teams within Strategy & Growth, gaining exposure to areas such as strategy, business development, and client readiness. Analysts are expected to operate as contributors on meaningful business initiatives, bringing fresh perspectives, analytical rigor, and innovative thinking to some of the organization's most important priorities. This program provides a unique opportunity to develop strategic thinking, analytical, project management, and communication skills while working alongside experienced leaders and subject matter experts across the organization. 

Responsibilities:

• Partner with leaders across Strategy & Growth to support strategic initiatives and key business priorities 
• Conduct research, analysis, and project work that supports business growth, advisor engagement, client activation, and organizational effectiveness 
• Analyze business trends, market dynamics, and performance metrics to identify opportunities and inform strategic decision-making 
• Develop recommendations, presentations, and insights for leadership discussions and executive decision-making 
• Identify opportunities to improve processes, enhance efficiency, and drive business outcomes 
• Collaborate across teams and functions to support enterprise initiatives and strategic projects 
• Participate in professional development, mentorship, networking, and leadership exposure opportunities throughout the program 
• Present project outcomes, recommendations, and key learnings to leaders at the conclusion of each rotation 

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:

• Bachelor's degree in Business, Finance, Economics, Communications, Marketing, Management, or a related field, with anticipated graduation by June 2027 
• Minimum cumulative GPA of 3.0 
• Demonstrated interest in strategy, business development, client experience, business operations, project management, or financial services 
• Previous internship, leadership, campus involvement, or project experience preferred 
• Offer is contingent upon successful completion of a bachelor's degree, successful completion of a background screening, and the ability to work in a hybrid environment based in our Fort Mill, SC office  

Core Competencies:

• Strong analytical and problem-solving skills with the ability to evaluate information and develop actionable recommendations 
• Excellent written, verbal, and presentation communication skills 
• Strong organizational and time-management abilities with exceptional attention to detail 
• Ability to manage multiple priorities and thrive in a fast-paced, evolving environment 
• Intellectual curiosity and a commitment to continuous learning and growth 
• Ability to build relationships and collaborate effectively across teams and levels of the organization 
• Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word 
• Ability to create clear, compelling presentations and business recommendations for leadership audiences 

Program Highlights

• Two-year rotational experience across multiple teams within Strategy & Growth 
• Exposure to senior leaders and enterprise-wide initiatives 
• Structured mentorship and career development planning 
• Cohort-based learning and networking opportunities 
• Hands-on experience supporting strategic, operational, and growth-focused projects 
• Broad exposure to the advisor and client journey across LPL 
• Executive presentations and visibility to leadership decision-making 
• Opportunity to build a strong foundation for future career growth within LPL 

Priority Application Date: September 21 at 11:59 PM PST   

PLEASE NOTE: This role follows a priority application approach. Candidates who apply by this date will receive priority consideration, and we anticipate that most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis.   

Pay Range:

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