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The Executive Assistant will provide administrative support to the EVP of Institution Client Success, managing tasks such as scheduling meetings, handling travel arrangements, maintaining calendars, and preparing documents for meetings while maintaining professional relationships.
The AVP of Admin Solutions will lead a team to support LPL institutions and advisors, focusing on client satisfaction, relationship building, and operational excellence. Responsibilities include improving advisor experiences, managing escalations, and advocating for strategic business plans.
The VP, Software Development Manager will lead and mentor a team of developers to build and support software solutions focused on advisor life-cycle management. Responsibilities include managing multiple initiatives using Agile methodologies, collaborating with various teams to define product vision, and driving software development best practices.
The AVP Tech, Software Development at LPL Financial will lead a team of developers in architecting and delivering software solutions. Responsibilities include managing projects, implementing best practices, collaborating with business units, and ensuring adherence to software development processes through Agile methodology.
As a Financial Advisor at Wellby Financial associated with LPL Financial, you will help members of the credit union achieve financial goals by providing tailored investment solutions. You will leverage an established client base and access to comprehensive financial services, working within a dedicated team to foster community growth and financial health.
The Executive Assistant will provide high-level administrative support to the CEO, managing calendars, travel, and communications. Responsibilities include organizing meetings, preparing documents, maintaining the CEO's schedule, and ensuring effective communication with board members and teams. The role requires exceptional organizational skills and the ability to work proactively in a fast-paced environment.
Seeking a Software Developer/Tech Lead with 7+ years of experience to work on innovative products in Banking and Lending solutions. Responsibilities include guiding the team's development efforts, designing and implementing technical solutions, collaborating with other teams, and maintaining existing systems. Looking for strong collaborators who can deliver a world-class client experience in a fast-paced environment.
The FP&A Deal Integration Sr. Analyst at LPL Financial will support acquisitions and large recruiting deals by managing integration expenses, helping the business to execute within budget, challenging investment proposals, and creating compelling presentations to aid decision-making. The role requires collaboration with various teams and a focus on continuous improvement in financial processes.
The Product Owner will identify product enhancements and prioritize tasks within an agile framework, ensuring successful releases and communication across teams and stakeholders. Responsibilities include creating and managing user stories, driving features through discovery, participating in Scrum ceremonies, and communicating project vision and progress at various organizational levels.
The VP of Financial Advisor Prospect Marketing will lead the marketing strategy for LPL Financial, focusing on B2B and B2C campaigns that support advisor recruitment and drive sales leads. This role requires creating comprehensive marketing plans, understanding the advisor market, and collaborating with a team to enhance marketing outcomes.
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