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Senior Analyst

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Job ID R-025807 Date posted 09/23/2022 Primary Location SC-Fort Mill Other Locations NC-Remote , SC-Remote

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? 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

This Senior Analyst role sits within our Strategic Sourcing and Procurement (SS&P) team supporting LPL Financial. A fundamental component of this newly formed role is managing the day-to-day processes of the Strategic Sourcing Team in support of our Employee Advisor model.

Responsibilities:

  • Support Strategic Sourcing in the day-to-day management of vendors required for an employee advisor office onboarding - contract requests, reporting, and answering questions regarding the process and Program.

  • Define and project manage the process for vendor onboarding, contracting and payment under tight and critical timelines.

  • Work in collaboration with the Field Management team to develop and execute on strategic sourcing strategy specific to the employee advisor model Program.

  • Present recommendations and process improvements to Strategic Sourcing and Field Management leaders.

  • Manage request queues in a timely manner and within SLA including supplier terminations, extensions, and product purchases in a timely manner.

  • Problem solve when faced with a sourcing anomaly.

  • Assist in the development/presentation of category plans and data analysis to provide visibility into process, opportunities, spend, and market insights for short term and long term Program planning.

  • Bring thought leadership into additional cost and operational efficiencies.

  • Represent and advocate SS&P strategies and goals across the firm. 

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.

Requirements:

  • 3-5+ years of experience working in a medium to large professional enterprise or 2-4 years working in Vendor Management, Strategic Sourcing , or related field in a regulated industry.

  • BA/BS in related field

Core Competencies:

  • Advanced MS Office skills including Excel, SharePoint, Word and Power Point

  • Proven experience in managing multiple projects,

  • Ability to prioritize individual workload based on business needs and deadlines

  • Strong Relationship building skills through providing consistent & transparent customer service to the Business Units we support.

  • Strong Communication skills with senior level leadership

  • Grace under pressure and a sense of humor!

Preferences:

  • Project Management Certification

  • Experience using Ariba or other Procure-to-Pay tools

  • Financial Services experience is desirable

#LH

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 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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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.

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Video Called We are LPL

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employees on what it's like to work at lpl?

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We take social responsibility seriously.

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Want to see info on our benefits?

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