What are the responsibilities and job description for the Trading Business Systems Consultant position at LPL Financial?
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 Experience
1 year testing / design or training / onboarding / educating experience
Core Competencies :
Knowledge of Mutual Funds, equities and options
Knowledge of trading regulations and requirements
Experience with Jira Project Management software and QA / UAT testing
A strong background or experience in agile project management, public speaking, coaching, and talent development
Preferences : Series 7 preferred
Strong MS Office skills required and Beta, Siebel, ClientWorks, or other trading platform experience preferred
LI-PA
Pay Range :
30.90-$51.50 / hourActual 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!
Salary : $31 - $52
