Are you a team player? Are you curious to learn? Do you have experience in working on meaningful & complex projects? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? 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 18,000 financial advisors, 800 institution-based investment programs and 450 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 Analyst, Program Development will be part of an innovative entrepreneurial, high-performing team that is driving the development, management, and execution of LPL’s new and existing advisor business lines and our institutional partnerships within the Business Development organization. The role will work closely with our strategic Business Line Owners, Product & Platform Strategy teams, CARE (operations and services), Legal/Risk teams, Technology teams, and other cross-company departments as well as external partners. The individual will play a critical role in enabling our advisors and institutions to forever partner, operate, engage, grow, and thrive in a manner that is superior to alternative platforms.
Responsibilities:
- Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs
- Build strong relationships and collaborate with internal team members and business partners to strategize and develop innovative solutions for an industry-leading advisor and institution experience
- Act as a liaison between multiple LPL Business Units and technology to ensure all Business Requirements are accurately documented and tracked appropriately.
- Support decision-making for the business and demonstrate persistence in raising issues to the proper levels for attention and driving transparency at all levels surrounding program execution
- Develop roadmaps, plans and metrics that communicate progress, risks, issues and approach to execution that support continuous learning and improve outcomes
- Responsible for maintaining a centralized program development dashboard to help streamline the way in which we provide status and track deliverables across all Business Lines
- Provide analysis and project management on a variety of strategic initiatives impacting multiple Business Lines and assist in creating and implementing best practices for project implementation and reporting via PowerPoint, Excel, BOX, Smartsheet, Jira, Leankit, Confluence, AHA! etc., plus budget health
- Demonstrate flexibility and adaptability when supporting multiple workflows and manual processes including BAU standard operating procedures
What are we looking for?
We want strong collaboratorswho 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 or additional equivalent experience
- 2+ years of experience related to project coordination/management or business process development
- Ability to operate tactically in order to meet project timelines with managing competing priorities
- Proven ability to prioritize/monitor workload to meet project deadlines, and collaborate across multiple business units
- Experience MS Office suite, with a particular proficiency with Smartsheet and PowerPoint required
Core Competencies:
- An entrepreneurial drive and a do-what-it-takes attitude, grounded in tangible results to improve the advisor experience
- Self-starter with a demonstrated ability to multi-task and prioritize workload in a fast-paced, changing environment
- Able to handle competing priorities in a fast-paced, high-profile, and rapidly evolving environment
- Superior analytical skills with an ability to identify relevant data and ability to evaluate business opportunities within the context of a larger organization.
Preferences:
- Excellent organizational time management and organizational skills with keen attention to details
- The ability to work in a cross-functional team and drive outcomes without having direct authority
- Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team
- Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests
- Actively anticipates, identifies, and manages risks within position scope and at the company
- Ability to create a strategy/plan that articulates that incorporates a business’s vision
- Advanced Smartsheet, experience with AHA!, Confluence, skills highly preferred.
Pay Range:
$62,120-$93,180/year
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 areone 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.
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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 (800) 877-7210.