Search the 108 jobs at LPL Financial

The Senior Central Supervision Supervisory Principal oversees supervisory tasks, reporting sales practice concerns, reviewing securities transactions, and ensuring compliance. The role requires collaboration with regional principals to resolve issues and maintaining high-quality service standards.

The AVP, LPL Full Book Acquisitions role entails consulting financial advisors on business valuations and exit planning, generating acquisition opportunities, and building sales pipelines. The individual will analyze financial models, conduct webinars, and provide subject matter expertise in financial services and M&A while collaborating with internal teams to support growth strategies.

The role involves consulting financial advisors on business valuation and exit planning, managing a sales pipeline, and generating acquisition opportunities for financial advisors. Responsibilities include presenting acquisition offers and contributing to strategy development based on marketplace observations.

The Financial Representative provides investment solutions to mass affluent investors by delivering financial advice, handling client transactions, preparing reports, identifying sales opportunities, and participating in training. Success is driven through a team-based call center environment focused on high-quality client interactions.

The VP Data Product Manager will shape LPL's strategic data foundation, focusing on the Transactions Book & Records. The role involves driving the data product strategy, collaborating with business and technology teams, and ensuring data quality and governance across multiple domains. Responsibilities include developing roadmaps, managing projects, and addressing data quality issues while working to integrate business requirements into effective data solutions.

The Senior Data Product Analyst at LPL Financial will shape the strategic data foundation by connecting business product owners with technology delivery teams. Responsibilities include developing data quality rules, managing data governance tools, and ensuring data accuracy through collaboration with support and technology teams.

The AVP Data Product Owner will connect business product owners with technology delivery teams, ensuring data quality, governance, and effective data usage across multiple domains. Key responsibilities include developing data quality rules, documenting processes, using BI tools, and partnering with various teams to maintain data integrity.

The Associate Analyst will support the Supervision Enablement Team by participating in project assignments and developing skills in project management, process improvement, and preparing executive presentations, while maintaining documentation and communicating updates.

The SVP, Chief of Staff will lead and support the Legal & Government Relations organization, focusing on strategic initiatives, management routines, and executive-level reporting. The role requires collaboration across departments, overseeing expense management, and preparing influential presentations to senior leadership. The candidate should have strong project management skills and the ability to derive insights from performance metrics.

The Senior Financial Planner will support financial advisors by developing and presenting financial plans, and providing coaching on best practices. This role involves collaboration with advisors to enhance client satisfaction and the adoption of financial planning services, with a focus on building strong relationships and staying updated on industry trends.

The Senior Ops Specialist will monitor and analyze data production files for statement and letter production, manage exception reports, and conduct quality checks. Responsibilities include data auditing, creating reports, and collaborating with internal and external clients.

The Tech Lead will oversee the design and development of high-volume applications, ensuring performance and availability. Responsibilities include collaborating with product teams, assessing technical risks, coaching team members, and facilitating communication with stakeholders to deliver exceptional client experiences.

The Associate Data Analyst will execute daily, weekly, and monthly tasks in Client Reporting. This includes data validation, UAT testing support, and assisting with internal audits. You will also analyze reports and identify process improvement opportunities while collaborating with various departments.

The Sr. Operations Specialist focuses on reviewing tax lot data, ensuring compliance with regulations, and performing quality control processes. Responsibilities include account reconciliation, responding to service requests, managing error rates, and assisting with audits and projects.

The Cash Management Operations Manager leads a team overseeing cash management processes, ensuring quality and compliance with regulations. They must support and develop team members, drive performance management, implement new processes, and maintain excellent advisor and client experiences while handling escalations and communication across the organization.

The VP, Corporate Strategy at LPL Financial will lead strategy development, analyze market opportunities, empower leadership, and manage a team of strategists to create business unit strategies, all aimed at enhancing the client and advisor experience in the financial services sector.

The Tech Portfolio Lead at LPL Financial manages complex IT programs, overseeing budgets, program timelines, and cross-functional collaboration. Responsibilities include risk management, program status reporting, governance adherence, and coordination with project teams to ensure successful delivery aligned with company objectives.

The Product Owner will enhance product functionality by creating user stories, prioritizing backlogs, and ensuring effective communication between technology teams and business stakeholders. They will guide projects through the Agile process and actively participate in planning and review sessions. Ownership of the product strategy and continuous engagement with cross-functional teams is essential.

As a Tech Lead Full Stack at LPL Financial, you will lead the design and development of n-tiered web-based applications, collaborate with various teams for system integration, maintain existing systems, and guide quality and scalability improvements in software products. You will also provide technical leadership and support product/project teams.

The Principal Network Engineer/Architect at LPL Financial will design and manage their LAN/WAN and hybrid Data Center environments, ensuring scalable and secure networking solutions, focusing on cloud and on-premise technologies. Responsibilities include deployment, troubleshooting, and participation in organizational collaboration for continuous improvement.