Sr. Data Analyst, Advisor Integrations

Job Overview :

The Senior Analyst, Liquidity & Succession- Integrations will be part of an innovative, entrepreneurial, high-performing team. They will work closely with the Corporate Development and Business Strategy teams to provide an exemplary experience to advisors seeking to guide their businesses through the next evolution. As part of the Liquidity & Succession offering, LPL seeks to offer an opportunity for advisors to monetize the valuable businesses they have built without disrupting the service they provide to clients today. The Integrations Sr. Analyst will support the AVP Project lead and must be able to engage in strategic and operational discussions with our cross-functional business partners.

If you want to learn and grow with us, this is the role for you. The Senior Analyst role will make you an expert in LPL’s affiliation models, quickly making you a competitive candidate for other internal opportunities.

Responsibilities :

Build strong relationships and collaborate with internal business partners to strategize and develop innovative solutions for an industry-leading advisor experience.

Support the L&S projects by ensuring the integration of the advisor’s business is seamless and prepares them to thrive in their new business environment

Partner with the Integrations AVP to provide end-to-end advisor integration experience of this new model from the ground up by serving as lead point-of-contact through each phase of the M&A process – from due diligence through to the ultimate closing of the transaction

Support the relationship and provide assistance to the AVP in order to help them integrate the advisors existing business into LPL’s platform seamlessly

Execute multiple client engagements simultaneously and multi-task in a fast paced environment

Identify opportunities and create solutions to expedite and improve the process

Promote efficient workflows and practice management resources

Understand, utilize, and stay current with our technology, industry best practices, financial markets, the regulatory environment, and the competitive landscape

Develop and maintain essential relationships across business units

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 in finance, business management, accounting or other business-related field.

2 years of relevant industry experience.

Experience in Financial Services or wealth management.

Strong quantitative and qualitative skills, ability to problem solve and exercise sound independent judgment.

Strong working knowledge of Excel to review and develop financial models.

Core Competencies :

An entrepreneurial drive and a do-what-it-takes attitude, grounded in tangible results.

Entrepreneurial mindset and critical thinker

Solution oriented and ability to adapt to an ever-changing environment

Preferences :

Ability to effectively communicate with our advisors (clients).

Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization.

Experience with Smartsheets and Confluence

M&A project experience preferred

Strong analytical and reporting skills, written and oral communications skills, as well as time management and organizational skills

Project management certifications, Series 7, compliance, sales, and relationship management experience preferred

Pay Range :

69,975-$116,625 / yearActual 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.

Salary : $69,975 - $116,625