Intern 2027 - Project Management and Business Analyst

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 Project Management & Business Analyst Internship at LPL Financial is designed for highly organized, analytical students who are passionate about driving business outcomes through technology, process improvement, and strategic execution. This role provides hands-on experience supporting enterprise initiatives that enhance advisor experiences, improve operational efficiency, and advance LPL's digital transformation efforts.

Successful candidates bring a structured approach to problem-solving, stakeholder engagement, and project execution. They are skilled at breaking down complex business challenges, gathering and documenting requirements, and translating insights into actionable recommendations. Interns will collaborate across business and technology teams to support project delivery, process optimization, and strategic initiatives while gaining exposure to Agile methodologies, data-driven decision making, and emerging technologies, including AI-powered solutions.

Responsibilities

Support project planning, execution, and governance activities across technology and business initiatives.

Gather, analyze, document, and validate business and functional requirements from key stakeholders.

Create process flows, business requirements documents (BRDs), user stories, and workflow diagrams to support solution design and implementation.

Analyze current business processes and identify opportunities for operational improvement, automation, and enhanced advisor experiences.

Assist in tracking project milestones, deliverables, dependencies, risks, and action items to ensure successful project execution.

Collaborate with project managers, business analysts, product managers, technology teams, and business stakeholders to support project outcomes.

Participate in Agile ceremonies including sprint planning, backlog refinement, stand-ups, and retrospectives.

Support testing activities, user acceptance testing (UAT), defect management, and solution validation efforts.

Develop project status reports, presentations, executive summaries, and other communication materials for leadership and stakeholder audiences.

Conduct data analysis and research to support business cases, process improvements, resource planning, and strategic initiatives.

Explore opportunities to leverage AI, automation, and digital capabilities to improve operational efficiency and business processes.

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

Currently pursuing a bachelor's or master's degree in; Business Administration, Management Information Systems (MIS), Business Analytics, Project Management, Industrial Engineering, Related field

Available to work from one of LPL Financial's primary office locations.

Core Competencies

Project planning and execution

Business analysis and requirements gathering

Cross-functional collaboration and communication

Analytical thinking and problem-solving

Process improvement mindset

Organizational and operational discipline

Stakeholder management

Ownership and accountability

Adaptability and learning agility

Data-driven decision making

Preferences

Familiarity with Agile, Scrum, or traditional project management methodologies.

Knowledge of project management tools such as Jira, Azure DevOps, Smartsheet, Microsoft Project, or ServiceNow.

Experience creating process maps, workflow diagrams, and business documentation.

Proficiency in Microsoft Excel, PowerPoint, and other business productivity tools.

Familiarity with data visualization and reporting tools such as Power BI or Tableau.

Interest in AI, intelligent automation, digital transformation, and operational excellence initiatives.

Understanding of software development lifecycles (SDLC) and technology delivery processes.

Experience conducting data analysis, business research, or process improvement projects.

Interest in financial services, wealth management, or fintech solutions.

Summer Internship Schedule:

Full - time position for 10 weeks in the summer of 2027; Monday through Friday, working 40 hours a week during business operating hours.

Internship dates: 6/1/2027 – 8/6/2027

Priority Application Date : September 21 at 11:59 PM PST

PLEASE NOTE: This role follows a priority application approach. Candidates who apply by this date will receive priority consideration, and we anticipate that most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis.

Disclaimer for international students:

At this time, for our early career program positions, we’re unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position.

You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process.

Positions offered are for full-time work at 40 hours per week.

Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.

Hourly Rate:

$25.00-$30.00 per hour

The hourly amount is dependent on a number of factors, including the applicant’s skill, experience, and work location.

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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. 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