Senior Product Analyst

Job ID R-028746 Date posted 03/15/2023

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 20,000 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:

The Advisory Platforms team within LPL’s Wealth Management Solutions group is responsible for running and evolving the firm’s wealth management platforms.  The Senior Product Analyst, Advisory Programs role will focus on managing and evolving LPL’s rep as portfolio manager advisory programs.  The position involves being the central point of contact for these programs: resolving issues; identifying opportunities to enhance the programs; and driving program initiatives forward.  A successful candidate will demonstrate the ability to solve problems independently, multi-task, engage with advisors, and communicate with various teams across LPL. 

Responsibilities:

• Owns the day-to-day management of the rep as pm advisory programs and any issues that arise.  Programs include: Strategic Asset Management (SAM) and Strategic Wealth Management (SWM)

• Engage with key partners on a routine basis to drive the success of the programs.  Examples include working with the investment product and research teams on product availability; the marketing team on collateral and messaging; sales teams on feedback and escalations from advisors; etc.

• Participate in and lead approved projects that improve the competitiveness of these programs

• Own the documentation of the program strategy and explore opportunities to evolve the strategy based on industry research and advisor & business partner feedback

The team’s goals are to enhance our advisors’ and investors’ experience while helping to improve our firm’s economic and risk profiles.

What are we looking for?

We want strong collaboratorswho 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:

• Bachelor's degree

• 3+ years of related experience in investment management, product management and advisory related roles with a broker dealer, RIA, investment or financial services firm

Core Competencies:

• Familiarity with systems that are the underpinning of advisory programs: trading, billing, proposal generation & analytics, client reporting, advisor work stations, investor portals, etc.

• Strong communication skills, both written and oral, with the ability to present materials to the highest levels in the organization, and the ability to frame complex issues

• Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives

• The ability to operate independently to advance projects and handle customer escalations

• Entrepreneurial perspective, self-starter, ability to work with minimal supervision

• Excellent quantitative and analytical skills

• Project management / multi-tasking skills across different projects

• Results oriented and outcome based

• The ability to operate in partnership with other teams within IIS and across the organization is also critical to the role.

Preferences

• FINRA Series 7 and 66 strongly preferred

Pay Range:

$80,760-$121,140/year

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.

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.

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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.