What are the responsibilities and job description for the Senior Analyst, Corporate Real Estate position at LPL Financial?
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:
LPL Financial is seeking a Senior Analyst, Corporate Real Estate to support transaction management, lease administration, project coordination, and portfolio oversight across our Advisor Real Estate programs, with particular focus on our Executive Office Suite portfolio.
This role blends real estate expertise with analytical thinking, project management, and cross-functional collaboration. The Senior Analyst will evaluate transactions, assess markets, analyze financial and qualitative data, and help manage site-related projects from diligence through integration. The ideal candidate thrives in a fast-paced environment, can navigate complex information, and brings a strong customer-service mindset to support a positive advisor experience.
Roles & Responsibilities:
Transaction & Portfolio Support
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:
$73,001-$121,669/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!
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 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?
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.
EAC12.9.25
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:
LPL Financial is seeking a Senior Analyst, Corporate Real Estate to support transaction management, lease administration, project coordination, and portfolio oversight across our Advisor Real Estate programs, with particular focus on our Executive Office Suite portfolio.
This role blends real estate expertise with analytical thinking, project management, and cross-functional collaboration. The Senior Analyst will evaluate transactions, assess markets, analyze financial and qualitative data, and help manage site-related projects from diligence through integration. The ideal candidate thrives in a fast-paced environment, can navigate complex information, and brings a strong customer-service mindset to support a positive advisor experience.
Roles & Responsibilities:
Transaction & Portfolio Support
- Lead and support real estate transaction activities including site evaluation, market analysis, financial analysis, and negotiation strategy.
- Manage the Executive Office Suite portfolio, including renewals, expansions, terminations, and servicing agreements.
- Analyze real estate data, transaction economics, occupancy trends, and market conditions to support strategic decision-making.
- Review and interpret real estate documents such as leases, amendments, estoppels, SNDA agreements, and operating expense reconciliations.
- Administer executive office lease documents to ensure accurate setup, tracking, and ongoing lease compliance.
- Lead project management activities related to new locations, relocations, or closeouts while coordinating with Construction Project Management, Facilities, Corporate Security, and other internal teams.
- Maintain documentation, track milestones, and support cross-functional workflows to ensure smooth and successful advisor transitions.
- Manage the overall corporate relationship with third party executive office
- Collaborate closely with brokers, landlords, internal operations, legal, finance, and accounting partners to deliver a consistent advisor experience.
- Develop and communicate clear recommendations, trade-offs, and constraints to leaders and stakeholders.
- Support the creation and improvement of tools, dashboards, and processes that enhance transaction efficiency and portfolio visibility.
- Use advanced analytical skills to interpret data, evaluate alternatives, and develop recommendations that align with broader portfolio strategy.
- Contribute to process improvements and innovations that ensure consistent execution across the diligence and integration lifecycle.
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:
- 3 years of corporate real estate experience including lease negotiations, transaction management, analytics, and portfolio support.
- Experience managing or supporting portfolios ranging from serviced office agreements to large multi-floor campuses.
- Experience with Microsoft Office (Outlook, Excel, Word, PowerPoint), Adobe, SharePoint, and mapping tools such as Google Earth.
- Ability to travel up to 10%.
- Strong negotiation skills and experience managing broker performance.
- Excellent verbal and written communication.
- Ability to manage multiple priorities and collaborate across diverse stakeholder groups, including senior leadership.
- Strong analytical mindset with proven problem-solving capability.
- Highly organized, detail-oriented, and self-driven, with the ability to independently manage workflow and deadlines.
- Strategic thinker with intellectual curiosity and the ability to analyze complex data.
- Understanding of the financial services industry and advisor business model is a plus.
- BS/BA in Business, Finance, Real Estate, or related field.
- Corporate real estate or financial industry experience.
$73,001-$121,669/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!
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 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. Learn more about our leadership team here!
- Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
- Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
- Impactful Work: Our size is just right for you to make a real impact. Learn more here!
- Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
- Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
- 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. Learn more here!
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.
EAC12.9.25
Salary : $73,001 - $121,669