Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? 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.
Job Overview:
- LPL Financial is a leader in the financial services industry with a world-class wealth management platform. We help our clients, from individual advisors to financial institutions, build great wealth management businesses with a range of solutions from custody and brokerage to investment advisory and technology platforms.
- Within the Business Strategy & Growth Division, Institution Services enables banks, credit unions, insurance companies, and other financial institutions to run and scale their wealth business with the support of LPL’s industry-leading platform.
- The Strategic Partnership Alignment team aims to establish LPL as the premier strategic advisor to institutions with a structured, consultative approach to enhancing our clients’ businesses.
Responsibilities:
- Deliver the breadth of the firm to our clients — Maintain a central view of our offerings for institutions that enables Sales, Relationship Management, and our clients to understand all that we can offer now and in the near future.
- Quantify our effectiveness — Lead reporting efforts that use data to help business leaders understand our effectiveness in driving adoption of LPL’s capabilities across Sales, Relationship Management, and Marketing.
- Share our value proposition — Partner with the Vice President of Strategic Partnership Alignment to create a shared narrative between Sales, Relationship Management, and our clients of LPL’s structured, consultative approach and the breadth of solutions we offer.
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 experience ideally in management consulting, sales enablement, or product management.
- Experience creating standard processes for regular reporting.
- Ability to analyze and present data with support from analytics partners.
- Ability to create executive-level PowerPoints that present complex topics in simple frameworks.
Core Competencies:
- Process-oriented — You love to-do lists, project plans, standard processes, and clear deliverables that ensure deliverables are correct and on-time.
- Analytical — You enjoy finding anomalies and insights in data, and presenting that data through clean charts and graphs.
- Storyteller — You can distill lots of information and data into simple, logical stories with a structured sequence that is easy to understand.
Pay Range:
$83,300.00 - $138,900.00
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.
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 are one team on one mission. We take care of our advisors, so they can take care of their clients.
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.
