Product Analyst, Alternative InvestmentsApply Job ID: R-023500 Date posted: 06/07/2022 Primary Location SC-Fort Mill Other Locations TX-Austin , MA-Boston , CA-Remote ,CA-San Diego
Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? 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 19,000 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.
The Investment Product Management team within LPL’s Wealth Management Solutions (WMS) group is responsible for delivering a highly competitive set of investment solutions. Responsible for product management of alternative investments, including onboarding of new products, project management pertaining to the investment content, pricing, policies and client experience across LPL’s alternative investment offerings. This role will perform all aspects involved in the initial approval and product onboarding of alternative investment products for our brokerage and advisory platforms. Relevant investment strategies include private equity, real estate, private credit, hedge funds, and interval funds.
Act as a subject matter expert for all aspects of LPL’s Alternative Investment offerings
Partner with others in Investment Product Management to support departmental and firm-wide initiatives
Provide thought leadership to enhance/evolve LPL approach to Alternative Investment diligence assessing fund availability
Partner with product risk to improve our approach to on-going monitoring. Own the resolution of specific issues with fund categories or fund companies
Track regulatory changes and industry / competitor developments in terms of product, pricing, policy and platform experience within the alternative investment product category
Provide expertise in the offerings and consult with Marketing and Communication team members on product attractiveness and change management
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.
Bachelor's degree with a minimum of 3 years of related experience in the financial services industry.
Strong organization and project management skills
Deep understanding of alternative investment product trends and industry regulations
Excellent quantitative and analytical skills
Experience working with investment-oriented databases and analytical software including Morningstar, FactSet and Excel
Product management experience associated with evaluating dynamic decisions and contributing towards recommendations that enhance the product offering
Ability to lead projects in a matrix managed fashion leveraging strong interpersonal and written communication skills
FINRA Series 7/66 preferred
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 are one 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.