Sr. Analyst, Compensation
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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?
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
Additional Information
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.
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