LPL Financial

Sr. Analyst M&A Solutions

LPL Financial$81K — $135K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in finance, business, economics, or related field
  • 2-5 years in relationship management, corporate finance, or similar roles with analytical skills
  • Understanding of M&A, valuation, and lending with 2+ years in financial services
  • Proficiency in Excel and PowerPoint for over 2 years
  • Strong communication skills for engaging presentations of complex topics

Responsibilities

  • Manage task assignments and completion dates during M&A transactions
  • Collaborate with internal teams to meet milestones and advisor expectations
  • Provide valuation and modeling for Comprehensive Deal Support Engagements
  • Prepare for and participate in advisor calls
  • Oversee the M&A deal financing process
  • Become a subject matter expert in small business M&A and operational processes
  • Develop and improve scalable solutions for advisor M&A deal execution
  • Deliver analyses, cash flow assessments, and complete deal documentation
  • Identify and escalate deal risks to the Deal Consultant
  • Track deal metrics and statistics

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description

Job Overview:

The Senior Analyst for LPL’s M&A Deal Support team plays an instrumental role throughout the lifecycle of an M&A transaction. This role is responsible for helping to deliver seamless M&A transaction support for LPL’s advisors, institutions, and internal partners that results in successful deal execution.

Responsibilities:

  • Manage task assignments and targeted completion dates throughout the M&A transaction
  • Leverage internal teams and resources proactively to ensure key milestones are completed and advisor expectations are consistently met
  • Provide valuation and modeling support for Comprehensive Deal Support Engagements
  • Prepare for and participate in advisor calls
  • Manage the M&A deal financing process
  • Become a subject matter expert in small business mergers and acquisitions, both in analytical deal-making deliverables and the operational processes of due diligence and integration
  • Lead in developing, continuously improving, and streamlining processes and scalable solutions for advisor M&A deal execution
  • Provide deal deliverables and analysis, including cash flow analysis, license comparisons, advisory billing recaps, purchase agreement drafts, deal decks and the closing packet
  • Identify and escalate deal risks to the Deal Consultant
  • Manage the deal team’s key metrics and deal statistics

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 finance, business, economics, or a related discipline
  • 2-5 years’ experience in relationship management, corporate finance, or related roles requiring strong follow-up and analytical skills
  • 2+ years’ experience in financial services, with an understanding of M&A, valuation, lending and deal term options to guide advisors to make educated decisions
  • 2+ years’ experience working in Excel and PowerPoint

Core Competencies:

  • Effective communication, presentation and writing skills to present complex topics in an engaging way
  • Ability to synthesize complex processes and communicate into digestible messages
  • Strong execution, efficient project management and key deliverable tracking skills
  • Can manage multiple deals/projects and prioritize as needed
  • Excellent problem-solving skills

Preferences:

  • Experience with CRM tools such as Salesforce

Pay Range:

$81,267.00 - $135,445.00
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 6 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!

About LPL Financial

LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco (established in 1968) and Private Ledger (established in 1973); and has since expanded its number of independent financial advisors from a few hundred to more than 13,300 in 2012. LPL Financial has main office locations in Boston, Charlotte, and San Diego. Approximately 2,900 employees support financial advisors; financial institutions; and technology, custody, and clearing service subscribers with enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm’s investment professionals to offer financial advice free from broker/dealer-inspired conflicts of interest.

LPL Financial Careers

Join the dynamic team at LPL Financial, a leader in the financial services industry, and be part of a company that values innovation, leadership, and professional growth. At LPL Financial, we offer unparalleled job opportunities that propel your career forward while fostering a culture of diversity and inclusion.

Work You’ll Do

At LPL Financial, you’ll engage in meaningful work that directly impacts our clients and the financial industry. As part of our team, you will: - Utilize your skills to drive innovation and operational excellence. - Collaborate with seasoned professionals in a culture that celebrates diversity and inclusion. - Lead projects that transform our services and client experiences at the intersection of technology and financial consultancy.

Join Our Market-Leading Team

LPL Financial is not just a company; it's a community where you can build a career. Our team of experts is dedicated to providing guidance and support that enhances your professional journey: - Participate in diversity training programs that prepare you for leadership roles within and beyond the company. - Engage in networking opportunities that connect you with industry leaders and peers. - Benefit from a robust suite of benefits designed to support your physical, emotional, and financial well-being.

Innovative Growth and Development

We believe in nurturing the growth of our employees through: - Comprehensive professional development programs that include certifications, seminars, and workshops. - Leadership tracks that encourage innovation and strategic thinking. - Internship programs that offer real-world experience and a pathway to full-time employment.

Explore Job Opportunities

Whether you’re just starting your career or looking for a new challenge, LPL Financial offers a range of positions from entry-level to executive. We are committed to hiring talented individuals who are passionate about the financial services industry and dedicated to client success. - Search open positions that match your skills and interests. - Prepare your resume and refine your interview techniques with our career resources. - Discover the rewards of a career at LPL Financial, where your ambitions are met with endless opportunities.

Stay Connected

Join our team and stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. - **Search LPL Financial Jobs** - **Read Careers Blog**

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at LPL Financial. At LPL Financial, we empower our employees to excel in their careers and lead the way in the financial services industry. Join us and make a difference with your passion, curiosity, and drive.
Learn more about LPL Financial
Size
6,059 employees
Market Cap
$16.6 billion
Industry
Net Income
$472.6 million
Founded
2006
5 Year Trend
+13.8%
Revenue
$5.8 billion
NASDAQ

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