What are the responsibilities and job description for the Senior Analyst, Advisory Platforms Strategy 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!
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 Senior Analyst, Advisory Platforms Strategy will help support the strategic planning process across all areas of the firm's product portfolio and platform strategy. This individual will be responsible for working closely with senior leadership and various cross functional teams throughout the organization including Sales & Marketing, Technology, Operations, Product Management, Investments, Finance, Legal/Compliance, Regulatory Affairs, and Business Development. The senior analyst will be responsible for researching competitor advisory platforms, and curating and maintaining a library of competitive advisory platforms and industry trends. The role requires strong analytical skills as well as the ability to develop complex presentations and communicate recommendations clearly and concisely to management. A successful candidate will be intellectually curious, demonstrate strategic and creative thinking skills, a strong research ability, and the ability to communicate effectively across teams and working groups.
Responsibilities:
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:
$90,800.00 - $151,300.00
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.
We take social responsibility seriously. Learn more here
Want to see info on our benefits? 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.
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 Senior Analyst, Advisory Platforms Strategy will help support the strategic planning process across all areas of the firm's product portfolio and platform strategy. This individual will be responsible for working closely with senior leadership and various cross functional teams throughout the organization including Sales & Marketing, Technology, Operations, Product Management, Investments, Finance, Legal/Compliance, Regulatory Affairs, and Business Development. The senior analyst will be responsible for researching competitor advisory platforms, and curating and maintaining a library of competitive advisory platforms and industry trends. The role requires strong analytical skills as well as the ability to develop complex presentations and communicate recommendations clearly and concisely to management. A successful candidate will be intellectually curious, demonstrate strategic and creative thinking skills, a strong research ability, and the ability to communicate effectively across teams and working groups.
Responsibilities:
- Support the development of long term strategies and annual operating plans for key products within the wealth management industry
- Assist with the preparation of regular updates to the firm’s executive team on performance against key initiatives and milestones
- Work directly with internal and external stakeholders to gather information and conduct analysis related to new product launches, existing product enhancements, and other business opportunities
- Conduct market research to identify emerging trends and opportunities within the wealth management space
- Coordinate with internal teams to ensure accurate and timely reporting on key metrics relevant to the firm’s strategic objectives
- Maintain competitive intelligence on key wealth management competitors’ advisory platforms
- Contribute to the creation of LPL’s advisory platform strategy
- Synthesize internal and industry data into themes and patterns to provide insights to key stakeholders across the firm
- Create presentations illustrating LPL’s advisory platforms strategy
- Complete ad hoc assignments that assist in the development of LPL’s advisory platform strategy and initiatives
- Own the monthly and quarterly advisory platforms reporting to key internal forums and groups
- Maintain a strong knowledge base of LPL’s advisory platforms, key developments, and key
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 industry experience
- BA/MBA degree
- Strong knowledge of financial markets and products, particularly fee based advisory platforms and wealth management technology
- Strong Microsoft PowerPoint skills
- Ability to synthesize large amounts of information into clear and concise communications for both internal and external audiences
- Excellent communication skills with the ability to interact effectively with all levels of management
- Highly organized with attention to detail and deadlines
- Self-starter who works independently but also has the ability to collaborate and influence others at all levels of the organization
- Exceptional problem solving and critical thinking skills
$90,800.00 - $151,300.00
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.
We take social responsibility seriously. Learn more here
Want to see info on our benefits? 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.
Salary : $90,800 - $151,300
