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Job Description
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:
The Senior Analyst, Compensation - Client Experience is a key member of the Field Compensation organization, providing specialized compensation support across various supported affiliation models with a strong focus on delivering an exceptional advisor and field leader experience. This role serves as a strategic thought partner on compensation initiatives, collaborating with internal partner groups to deliver a best-in-class compensation experience. The Senior Analyst provides end-to-end ownership of complex compensation requests and escalations, translates complex compensation topics into clear guidance, and partners with internal teams to drive accurate, timely resolutions. This role also applies thoughtful, data-driven analysis - including research, reconciliations, and validation - to strengthen confidence in outcomes, identify root causes, and recommend sustainable solutions. The ideal candidate communicates effectively with stakeholders at all levels, has a passion for delivering exceptional service and support, and proactively equips clients through targeted training and resources that reduce repeat issues and enhance the overall experience.
Responsibilities:
Serve as the primary point of contact for advisors and field leaders, providing a consistently high-quality experience through responsive, accurate, and empathetic support. Own advisor inquiries end-to-end clarify requirements, set expectations, coordinate with internal partners, and deliver timely, effective resolutions with clear follow-up and documentation. Gather, analyze, and interpret compensation and financial data to fulfill complex research requests; validate results through reconciliations, identify drivers and root causes, and provide well-supported recommendations. Design and deliver tailored training, job aids, and presentations that improve understanding of compensation programs and resources and reduce repeat issues. Provide practical, client-ready guidance on compensation practices, policies, and procedures ensuring consistent interpretation and application while balancing advisor experience and risk considerations. Continuously improve processes and controls by using trends, metrics, and feedback to identify emerging risks, reduce defects, and strengthen the overall client experience. Support core operational duties as needed to ensure service continuity, meet deadlines, and maintain a seamless experience for advisors and field leaders. Contribute to special projects and initiatives by evaluating opportunities with data, developing improvement recommendations, and owning execution in partnership with stakeholders. 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:
5+ years of relevant business experience, preferably in financial services, compensation, or payroll. 3+ years of service-oriented experience supporting advisors or other client-facing audiences. Moderate proficiency in Microsoft Excel, including VLOOKUP, PivotTables, and formulas. Ability to travel occasionally for meetings, training, or special projects.
Core Competencies:
Delivers an exceptional client experience through responsive, accurate, and professional support, including in complex or sensitive situations. Applies strong analytical thinking, sound judgment, and attention to detail to solve problems, identify root causes, and support high-quality decisions. Communicates complex compensation concepts clearly and effectively in verbal, written, and presentation formats for diverse audiences. Builds strong partnerships across teams, works effectively through ambiguity, and influences outcomes while balancing client needs, operational requirements, and risk considerations. Manages time and priorities effectively, balancing daily responsibilities, escalations, and multiple projects in a fast-paced environment. Shows initiative and works independently while remaining highly collaborative within a geographically distributed team. Identifies opportunities to improve processes, training, and documentation using feedback and trends to enhance efficiency and reduce repeat issues.
Preferences:
Bachelor's degree or equivalent professional experience. Experience in sales compensation, incentive compensation, or payroll. Ability to develop training resources, tools, and presentation materials. Experience with Varicent, Smartsheet, Workday, Salesforce, or similar ICM, workforce management, or CRM tools. #
LI-Hybrid Pay Range:
$82,503.00 - $137,505.00 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 LPL
Financial is the nation's largest independent broker-dealer.• Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it's important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best - create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. • As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility
