LPL Financial · 1 day ago
2026 New Grad- Business Strategy and Growth Rotational Analyst
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.
FinanceFinancial Services
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
Qualification
Required
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
Preferred
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
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Recent News
MarketScreener
2025-12-16
2025-12-12
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