LPL Financial
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As a Wealth Associate, you will support Financial Advisors by managing client relationships, preparing agendas and financial reports, ensuring compliance, and assisting with account activities. This role involves business analytics to foster growth and executing trades as needed to enhance client financial outcomes.
The Vice President of Advisory Programs at LPL Financial will lead the Rep as PM program, driving initiatives to enhance program adoption and overseeing technology improvements. Responsibilities include creating business plans, generating competitive revenue scenarios, implementing new offerings, and collaborating with cross-functional teams.
As an AVP, Technology Pre-Sales Demonstrator, you'll work with independent advisors and financial institutions to showcase LPL's core technology. Your main responsibilities include delivering engaging technology presentations, partnering with product owners, and coordinating technology demos, all aimed at positively influencing the sales process and client decisions.
The Analyst for Fraud Operations will screen and report fraud, collaborate with teams to analyze data for risk management, create case files, and track reimbursement requests. They will implement strategies to mitigate fraud and ensure compliance with regulations while developing new guidelines for fraud detection.
The Succession & Protection Consultant will assist financial advisors by providing business valuations, onboarding support, and succession planning expertise. Responsibilities include managing succession planning projects, supporting daily operations, and providing excellent client service through various communication methods while maintaining thorough records and leveraging technology for efficiency.
The Recruiting Coordinator will manage interview scheduling, support recruitment processes, handle candidate communications, and coordinate onboarding. Responsibilities include maintaining candidate tracking information, improving recruitment efficiency, and collaborating with teams to ensure a seamless candidate experience.
The Senior Vice President of W2 Business Lines will oversee and develop the strategic roadmap, program evolution, and management of LPL’s W2 business lines. Responsibilities include profitability management, operational synergies, market share development, and enhancing advisor experience through collaboration and data analysis. The candidate must also monitor industry trends and lead high-performing teams, all while maintaining client-focused and team-oriented culture.
The VP of IT Enterprise Reporting will lead the IT Support Operations team, driving innovation, ensuring the integrity of reporting systems, and collaborating across departments. This role involves strategic planning, managing a high-performing team, and enhancing reporting processes to meet company goals.
The AVP DevOps Engineer will lead LPL Financial's efforts to enhance product delivery speed and quality. Responsibilities include driving engineering solutions, overseeing CI/CD strategy, partnering with stakeholders for business and technology alignment, and ensuring operational excellence across DevOps practices while mentoring teams and managing diverse tools.
The AVP, Product Manager will lead a team to drive outcomes in the Trading organization's Data Transformation and technology modernization. Responsibilities include prioritizing the Product Backlog, collaborating with stakeholders, and ensuring the Scrum Team successfully builds the product by providing necessary guidance and support.
The Financial Analyst in FP&A will support Capital Management and Cash Flow Forecasting by creating analyses, financial models, and management reporting. Responsibilities include cash flow forecasting, partnering with Treasury for capital analysis, and preparing presentations for the CFO to aid in strategic decision-making.
The Analyst of Growth Strategy will support initiatives impacting growth at LPL, collaborating with leaders to build strategic perspectives and executing projects. Responsibilities include leading data insights, delivering presentations, and building relationships to accelerate opportunities. A strong analytical mindset and communication skills are essential.
The AVP, RIA Strategy leads strategic initiatives in the independent wealth management industry, focusing on developing LPL's Corporate RIA. Responsibilities include executing business vision, enhancing client experience, coordinating with internal stakeholders, tracking performance metrics, and fostering partnerships with service providers.
The role involves leading the Advisor Experience Technology Rapid Response Team to enhance the stability and resilience of advisor-facing applications. Responsibilities include managing incident resolution, collaborating with executive stakeholders, establishing performance metrics, and promoting a culture of continuous improvement.
The IT Staff Auditor at LPL Financial will identify, assess, and report risks in the Technology department. Responsibilities include executing internal audits, developing audit programs, and maintaining relationships with Technology personnel. The role demands continuous skill enhancement and effective communication with management.
The Associate Financial Advisor II is responsible for building and maintaining client relationships, creating tailored financial plans, analyzing financial data, and assisting in investment strategies. The role involves adhering to compliance requirements and providing support in client communications and marketing efforts, along with opportunities for mentorship and professional growth.
As a Senior Investment Analyst, you will conduct due diligence on investment managers, provide market insights, assist in model portfolio management, and collaborate with colleagues to support financial advisors.
The Regional Administrative Manager will oversee the Large Enterprise Branch Office Support Staff within the LPL Advisor Networks, managing teams such as Client Service Associates and Office Managers. Responsibilities include facilitating team meetings, supporting career development, driving operational improvements, and leading branch office projects.
The Paraplanner supports financial advisors by managing client relationships, performing business analytics, participating in portfolio performance reviews, and helping with documentation. They contribute to business development and assist in delivering comprehensive wealth management solutions.
The Manager of the Advisory Consulting Desk will lead a team providing platform education and support to financial advisors. Responsibilities include training team members, managing performance, enhancing operating procedures, and fostering collaboration across departments to meet client needs effectively.