Job ID R-025637Date posted 09/30/2022Primary Location SC-Fort MillOther Locations CA-Remote , NC-Remote , SC-Remote ,CA-San Diego
Are you someone with a professional background in Financial Institution Corporate Development? Do you have excellent financial modelling capabilities and experience? Are you looking to continue your career in the corporate development space? Excited to learn more? If so, then this could be the role 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 approximately 21,000 financial advisors, 1,100 institution-based investment programs and 500 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.
LPL Financial is seeking a strong applicant to join our team as a member of our Corporate Development group, one of the most visible departments in our organization. As a trusted business partner, you will lead deep and thoughtful analysis to help our management team make informed decisions regarding potential M&A transactions and supporting our growth strategy. The ideal candidate for this role has a strong financial modeling experience specific to the Financial Institution space and is comfortable presenting to management, including C-Level executives.
Discuss internally new opportunities for M&A that will help evolve the LPL business model
Develop, in partnership with Business Unit leaders, financial projections for acquisition targets and integration plans
Prepare presentations and reporting to senior management on potential M&A transactions, capital structure, and strategic growth initiatives
Develop deep knowledge of the wealth management industry
Perform research, reporting and analysis on M&A activity and strategic partnerships in the industry
Monitor past acquisition metrics
Ad-hoc analysis, research, financial modeling, and additional responsibilities as required
What are we looking for?
We want strong collaborators who are excited to contribute to our continued success in taking care of our advisors so that they take care of their clients. We are looking for people who thrive in a fast-paced environment, are team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
8+ years of corporate finance related experience (Investment Banking, M&A, Corporate Development, FP&A etc.)
MS Excel and PowerPoint
In depth knowledge of financial modelling for Financial Institutions
Effective communication, presentation and writing skills
Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
Proactive problem solver, expected to present problems and recommendations simultaneously
Positive attitude, commitment to excellence and integrity
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.