Are you passionate about serving clients, adding value, and improving process/systems? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Analyst role will provide project management support including problem-solving, reporting, and training support as well as aide in the design, documentation, implementation and ongoing support of functions for Advisory Billing. The ideal candidate will have an understanding of data analysis, project management, reporting tools as well as strong technical skills to effectively analyze business requirements, track project status, and translate business/regulatory needs. This candidate will also need strong interpersonal, organization and communication skills

Responsibilities:

• Effectively collaborate and actively participate in all levels of project work on behalf of the Advisory Bulling team, including user acceptance testing, training, implementation and procedures
• Act as a liaison between Advisory Operations and technology to perform analysis on process and system issues to identify root cause and support tracking, escalation and resolution
• Identify and champion new thoughts and ideas to drive innovation and efforts to improve work function and reporting
• Create new and improve existing analytic approaches to solve complexity and process simplification creatively
• Communicate project and initiative expectations, as well as progress and issues to key stakeholders, including leadership team in a concise and consistent manner

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 5+ years of related professional experience in financial services, preferably in operations or advisory operations.

Core Competencies:

• Excellent verbal, written and interpersonal communication skills
• Strong analytical and problem solving skills, focused attention to detail
• Ability to take a client centric approach to problem solving
• Proficient MS Office, and advanced Excel or other data analytical skills strongly preferred
• Working knowledge of Jira and Agile SAFe methodologies
• Proven ability to prioritize, lead and multi-task in a fast paced, ever changing environment
• Handle pressure well; and collaborate with various stakeholders, including the senior team on advancing initiatives
• Personable and reliable self-starter who requires minimal management oversight for day-to-day work responsibilities
• Strong attention to detail with a pro-active approach to solving and preventing problems

Preferences:

• Bachelor’s degree
• Proficient in Alteryx and SQL
• Knowledge of Lean Six Sigma methodologies

Pay Range:

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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 (800) 877-7210.