Trading Business Systems Consultant

Do you want to work with a highly motivated team to launch a new trading platform? Would you enjoy a fast-paced, collaborative environment with aspirations to test new technology functionality or work directly with internal and external partners to drive adoption of the new product? Do you possess a good understanding of trading and regulatory requirements with strong technical and analytical skills? 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 28,000 financial advisors, including 1,100 institution-based investment programs, and 500 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 : Joining our team as a Consultant on our Rebalancing and Model Management Trading Desk will allow you to test core functionality as we expand our technology offerings in production, or educate new users as they gain access to the technology. Our trading team’s main priority is to create a reliable support system for our clients so they can easily grow their practice. Being flexible and adaptable to competing priorities will be a key success factor for this position.Responsibilities : This role is ideal for an individual with a background in testing technology in QA and production or an individual with a background in promoting the adoption of a new product for current clients.Maintains a working knowledge about equity, option, ETF, and mutual fund products, the markets, and keeps understanding of the market impact and execution complexities of large trades. In addition, Consultants must maintain strong knowledge of two separate Trading System capabilities and rebalancing methodologies.Masters all aspects of the systems to educate and consult advisors on the best way to utilize system capabilities to obtain their desired objective(s).Works closely with the Business Transition Partners (Recruiting) team to showcase Enhanced Trading’s capabilities to prospective LPL Financial advisors and then help them train and onboard the advisor once in the onboarding process.Rebalancing consultants will support advisor-facing virtual demonstrations, educational workshops around key functionality and partner with Technology agile project management.Additional responsibilities or duties may be assigned to you as needed or determined.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 : 2 years of Financial Services Experience1 year testing / design or training / onboarding / educating experienceCore Competencies : Knowledge of Mutual Funds, equities and optionsKnowledge of trading regulations and requirementsExperience with Jira Project Management software and QA / UAT testingA strong background or experience in agile project management, public speaking, coaching, and talent developmentPreferences : Series 7 preferredStrong MS Office skills required and Beta, Siebel, ClientWorks, or other trading platform experience preferredPay Range : $30.90-$51.50 / hour 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!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.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.#J-18808-Ljbffr

Salary : $31 - $52