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Business Analyst, Strategy & Communication Lead Office of the CIO (Investor Experience and Data Technology)

Business Analyst, Strategy & Communication Lead Office of the CIO (Investor Experience and Data Technology)

LPL FinancialNew York, NY, US
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Strategy & Communication Lead

LPL Financial is seeking a dynamic and strategic professional to serve as the Strategy & Communication Lead within the Office of the Chief of Staff to the Chief Information Officer (CIO), who oversees two critical technology departments : Investor Experience Technology and Data Technology. This role is pivotal in shaping and communicating the strategic vision of these departments, ensuring alignment with firm-wide goals, and amplifying the impact of technology investments across the organization.

Key Responsibilities

Strategic Planning & Executive Storytelling

  • Author and maintain the strategic outlook for both technology departments, including current state, investment roadmap, and progress against key milestones.
  • Develop quarterly strategic presentations for the Technology Operating Committee, Management Committee, and Board.
  • Translate complex technology initiatives into compelling narratives using storytelling, visuals, and executive-ready materials.

Executive Communications

  • Own and manage all outbound communications from the CIO's office, including :
  • Monthly newsletters
  • Town hall content
  • Weekly leadership summaries
  • Ad hoc updates for key stakeholders
  • Ensure consistency, clarity, and alignment with enterprise messaging.

    • Visibility & Recognition

  • Lead the submission of award nominations to showcase team achievements and elevate the visibility of the CIO and his organization.
  • Partner with internal marketing and communications teams to promote technology success stories.

    • Leadership Enablement

  • Collaborate with CIO's direct reports to craft and refine their departmental narratives for broader forums.
  • Provide coaching and support for executive presentations and strategic messaging.

    • Cross-Functional Collaboration

  • Liaise with the central strategy team to fulfill requests for information, presentations, and strategic inputs for enterprise-wide initiatives.
  • Ensure alignment between CIO communications and broader firm messaging.

    • Qualifications

  • Minimum 7 years of experience in strategic communications, technology strategy, or executive engagement within financial services.
  • Prior experience in a Big 4 consulting firm or similar large-scale consulting environment is highly preferred.
  • Prior experience with graphic design and / or marketing is highly preferred.
  • Proven ability to influence and collaborate with senior executives.
  • Exceptional writing, storytelling, and visual communication skills.
  • Strong business acumen and understanding of technology trends, especially in fintech, data, and AI.
  • Proficiency in tools such as PowerPoint, Adobe Creative Suite, and executive communication platforms.
  • Bachelor's degree required; advanced degree in communications, business, or related field is a plus.

    • Work Environment

  • Based in New York City, with expected in-office presence aligned with CIO's schedule (typically 45 days / week).
  • Fast-paced, high-impact environment with exposure to senior leadership and strategic decision-making.

    • Pay Range : $103,575-$172,625 / year. 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!

    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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

    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.

    Join LPL Financial : Where Your Potential Meets Opportunity. At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

    Why LPL?

    Innovative Environment : We foster creativity and growth, providing a supportive and responsive leadership team.

    Limitless Career Potential : Your career at LPL has no limits, only amazing potential.

    Unified Mission : We are one team on one missiontaking care of our advisors so they can take care of their clients.

    Impactful Work : Our size is just right for you to make a real impact.

    Commitment to Equality : We support workplace equality and embrace diverse perspectives and backgrounds.

    Community Focus : We care for our communities and encourage our employees to do the same.

    Benefits and Total Rewards : Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

    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.

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    Strategy Analyst • New York, NY, US