Senior Analyst, FinanceApply Job ID: R-022378 Date posted: 05/09/2022 Primary Location CA-San Diego Other Locations SC-Fort Mill
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!
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 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.
As a Senior Analyst of Advisor Capital, you will lead deep and thoughtful analysis to help our executive management team make informed decisions as well as drive and maintain efficient day to day operations. The ideal candidate for this role has a combination of strong business acumen, technical knowledge to develop and deliver tools enabling informed decision making to drive continuous strategic growth.
The Advisor Capital group plays an instrumental role in the analysis and reporting of LPL’s financial information and collaborating with the company’s business units providing overall financial and capital deployment support. This team is directly involved in strategic and general financial analysis, including, but not limited to, supporting growth initiatives through recruiting and potential M&A transactions as well as providing pricing and capital deployment analysis. This role will have direct exposure to top level management.
Working with AVP to develop capital deployment strategy and maintain efficient processes
Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure.
Interfacing with business unit counterparts to address specific needs of advisors
Monitoring the team’s timely adherence to service level agreements through dashboards and reports, investigating and addressing instances where commitments are not being met
Producing metrics to illustrate business unit’s accuracy, efficiency, and timeliness
Creating reporting and analysis to drive business decisions on capital deployment opportunities
Handle escalations by both internal business partners and our Advisors
Maintain and enhance internal controls, supporting Internal Audit and Compliance quarterly/annual controls testing
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.
Effective communication, presentation and writing skills
In depth knowledge of financial reporting processes
MS Excel and PowerPoint expert
Experience with enterprise systems and reporting tools is a plus (OBIEE, OFA, Hyperion or other SaaS reporting tools)
BA/BS degree in Finance, Business, or Economics (or a related discipline)
2 - 5 years corporate finance, investment banking, or corporate development experience
Experience with CRM tools such as Salesforce is a plus
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.