Technical Implementation AnalystApply Job ID: R-024236 Date posted: 07/11/2022 Primary Location NC-Remote Other Locations CA-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 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.
Blaze Portfolio Systems LLC, a subsidiary of LPL Financial, 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.
BlazePortfolio is seeking an exceptional Technical Implementation Analyst that has what it takes to ensure the success of our clients. The analyst will become a product expert and will lead implementations of our model rebalancing and trade management platform. The Analyst will have the opportunity to develop and lead their own initiatives including product enhancements. The ideal candidate will have both a strong technical aptitude for software and the communication skills necessary to thrive in a customer-facing role.
Be a product expert
Lead software implementations for new clients
Proactively manage client relationships and projects
Provide technical product support
Create knowledge base articles and training programs for end-users
Assist in writing technical specifications for our development team
Product functional testing and evaluation (QA)
Improve internal business processes and best practices
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.
Bachelor’s degree in Engineering, Finance, Accounting, Technology or related field of study
1-3 years implementation or project management experience
1-3 years of training process and documentation experience
1-3 years of experience with agile software development methodologies
Detailed and creative problem solver
Strong ability to manage multiple projects at once
Ability to deliver on tight deadlines
Ability to work effectively both independently and as part of a team
Strong verbal, written and presentation skills
Excellent interpersonal and written communication skills
Self-motivated team player who will seek to ensure customer success
Experience with financial concepts and financial software products
Demonstrated IT skills or experience with database and server
Excellent math skills
Proficient with Microsoft Excel
Knowledge of either system methodologies, preferably scaled agile
Strong organization and prioritization skills
Detailed and creative problem solver
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.