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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
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VP, Advisor Systems Solutions Engineer

Job ID: R-016338 Date posted: 08/05/2021 Primary Location IL-Remote

Are you a team player? Are you curious to learn? 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 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 objective 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.

Blaze Portfolio delivers streamlined technology solutions to investment advisor, wealth management, trust, broker dealer, digital advisor and multi-family office clients. Our web-based investment portfolio modeling and trade order management technology is designed to be both highly scalable and flexible enough to handle complex investment strategies.  Our trading and OMS capabilities include real-time electronic trading via FIX (Financial Information eXchange), trade compliance and block order management.  The system is fully integrated with the leading portfolio accounting and back-office outsourcing providers. Visit BlazePortfolio online at www.blazeportfolio.com for more information.

Job Overview:

BlazePortfolio is seeking a Solutions Consultant to support the growth of our business and to lead the consultative aspects of the sales process. This role works collaboratively with senior leaders, the Customer Success and delivery teams, and our partners to understand sales and business priorities to align their activity with the needs of their business.

Responsibilities:

  • Become a BlazePortfolio expert who can communicate the business value of the product to potential customers and partners.

  • Gather information about client workflows to design customer solutions and conduct web demonstrations to highlight the product

  • Develop partner relationships and qualify leads and opportunities

  • Support, lead and manage transactions as a solutions consultant by using product and industry knowledge to move deals forward.

  • Collaborate with the professional services, product and development teams to design and build new product features

  • Help to develop the sales funnel by collaborating with marketing and other industry partners to develop collateral, referral leads, references, and testimonials

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+ years’ experience in Financial Technology

  • 2+ Years – Selling, Implementing, or Consulting with Financial Technology

  • Experience in a presales or technical consulting role ideally with Saas / Cloud based solutions.

  • Experience as a key technical resource leading the introduction of new technologies into the market.

Core Competencies:

  • An entrepreneurial mindset that enables you to successfully work independently with little guidance, but also to use good judgment and escalate issues when needed.

  • Exceptional written, oral, and interpersonal communication skills; capable of gaining the respect of and interacting comfortably with senior leaders and executives.

  • Consultative selling style: ability to uncover pain areas in prospect’s current operations and articulate how our solutions can solve them

  • You consider yourself a team player, able to thrive on finding solutions in a dynamic work environment, and understand that success comes through teamwork and knowledge sharing.

  • Technologically savvy and able to learn the Blaze Portfolio platform.

  • Additional Computer skills:  CRM, Outlook, Microsoft Office (i.e. Excel and PowerPoint)

Preferences:

  • Bachelor’s degree in business, finance, technology or engineering or equivalent work experience

  • Ideal Candidate would have experience in one or more of these areas:

  • Investment management or investment advisor software

  • Trading or portfolio management software

  • Complex technology solutions or products

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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