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:

Are you someone with a professional background in corporate finance and mergers & acquisitions? Do you have excellent financial modelling capabilities and experience? Are you looking to continue your career in the corporate development space? If so, then this could be the role for you!

LPL Financial is seeking a strong applicant to join our team as a member of our Corporate Development group supporting LPL’s Liquidity & Succession strategy. The Sr Analyst, Corporate Development is directly involved in strategic and general financial analysis, including growth initiatives through potential M&A transactions. The ideal candidate will support key functions of the M&A process including valuations, synergy analyses, due diligence, and performance reporting. This role will have direct exposure to top level management including C-Level executives.

LPL’s Liquidity & Succession Corporate Development team is an innovative, entrepreneurial, high-performing team tasked with analyzing and executing M&A for the Liquidity & Succession strategy. In this role you will become an expert on LPL’s Liquidity & Succession program and wealth management M&A.

Responsibilities:

• Perform and support financial analysis, synergies forecast, and valuation and due diligence of potential acquisitions
• Collaborate with functional due diligence teams, including legal, finance & accounting, tax, human resources, operations, IT, sales, and strategy
• Develop, in partnership with Business Unit leaders, financial projections for acquisition targets and integration plans
• Prepare presentations and report to senior management on potential M&A transactions, capital structure, and strategic growth initiatives
• Develop deep knowledge of the wealth management industry
• Perform research, reporting and analysis on M&A activity and strategic partnerships in the industry
• Monitor past acquisition metrics
• Ad-hoc analysis, research, financial modeling, and additional responsibilities as required

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 or master’s degree in finance, accounting, business administration or related field
• 3+ years of corporate finance related experience (Investment Banking, Corporate Development, Strategic Finance, FP&A, etc.)
• 3+ years’ experience with Microsoft Office products, including expertise in Excel and PowerPoint

Core Competencies:

• Functional knowledge of financial modeling, corporate finance, financial accounting, and company valuation concepts
• Self-starter with a demonstrated ability to multi-task and prioritize workload in a dynamic environment
• Exemplary communications skills, with the confidence to effectively present complex topics to deal teams and business leaders in a clear and actionable manner
• Ability to work comfortably with incomplete information and manage ambiguity in a fast-paced environment
• Analytical mindset with strong attention to detail and critical thinking skills who is comfortable presenting problems and resolution recommendations
• Positive attitude with a commitment to excellence and integrity

Preferences:

• Wealth management industry experience

 

Pay Range:

$91,773.00 - $152,955.00

 

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