What are the responsibilities and job description for the Associate Analyst, Supervision position at LPL Financial?
Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
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 22,000 financial advisors, 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:
The ideal candidate will understand the financial services industry and possess a willingness to operate in a dynamic, fast-paced, customer-driven environment. The Associate Analyst will support project & task assignments to assist the Supervision Enablement Team in delivering business results for the Supervision organization. They will regularly exercise excellent business judgment to support high visibility projects. This is a great opportunity for a self-starter looking to support projects and grow in their ability to plan, design, and execute strategic initiatives.
Responsibilities:
Jointly participate in project & task assignments with other team members to gain experience in planning, designing, and executing strategic initiatives for Supervision
Assume responsibility of less complex projects & tasks while developing fundamental skills in project management, process improvement, and preparing executive presentations
Ability to research and resolve issues by leveraging resources and navigating the organization to obtain information and achieve objectives
Maintenance of accurate and current documentation where appropriate and work with appropriate parties to ensure timely deliverables
Proactive communication with all responsible parties for updates and reporting
Become accomplished in use of all relevant department tools and resources
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:
Bachelor’s degree or equivalent work experience
2 years of experience in projects or analytics
Core Competencies:
High attention to detail and excellent business judgment with successful track record for working independently
Resourceful problem solver that is able to adapt to changing priorities
Ability to multi-task and work well under pressure with commitment to deliver under tight deadlines
Excellent written and verbal communication skills with ability to present information in differing degrees of details and form depending on the audience
Preferences:
Intermediate skills in MS Office, especially Excel, Word, PowerPoint (Smartsheet a plus)
Project management experience highly desired
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Pay Range:
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.
Want to hear from our employees on what it’s like to work at LPL? !
We take social responsibility seriously.
Want to see info on our benefits?
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.
Salary : $23 - $39
