Retirement Partners Analyst

Job Summary

The Retirement Partners Analyst will support LPL’s business strategy for retirement planning by providing subject matter expertise on our technology platform, tools, and services to internal and external stakeholders including but not limited to advisors, sales, service, compliance, legal, product management, and other key business units. The role will work on projects to implement new features for advisors and clients as well as enhancing existing systems. This role will work closely with business stakeholders to ensure successful delivery of projects and provide updates to senior leadership on progress made against strategic goals related to retirement planning.

Responsibilities

• Assist in developing a comprehensive retirement planning roadmap based on industry trends, client feedback, and competitive analysis.
• Collaborate with cross-functional teams (marketing, communications, training, etc.) to develop materials to educate employees and clients on LPL’s retirement offerings.
• Support implementation of retirement plan enhancements and communicate changes to impacted groups.
• Maintain awareness of current regulatory environment and implement appropriate measures to ensure all products are compliant.
• Identify opportunities to streamline processes or eliminate duplication of effort.
• Serve as primary point of contact for internal and external stakeholders seeking information regarding retirement planning.
• Provide subject matter expertise to internal and external stakeholders on LPL’s retirement planning solutions.
• Stay abreast of emerging technologies and industry trends related to retirement planning; make recommendations to leadership accordingly.
• Prepare regular reports for executive team summarizing progress against key performance indicators.
  
  
  

Requirements:

• Bachelor's degree required
• Minimum three years of relevant work experience required; financial services industry experience preferred.
• Strong project management skills required.
• Excellent written and verbal communication skills required.
• Proficiency in Microsoft Office Suite required; PowerPoint, Excel, Word, Outlook.
• Familiarity with SQL and/or AWS (Ability to read code)
• Ability to travel up to 10% required.
  
  
  

Preferences:

• Retirement Industry designation preferred (AIF, CPFA, CRPS..)
  
  
  

Pay Range:

$23.89-$39.81/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!

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 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!
  
  
  

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.

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