Job ID R-026266Date posted 10/27/2022Primary Location CA-San Diego
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.
The Senior Analyst must be an analytical, highly-motivated problem-solver who is able to move fluidly between details while staying attuned to the macro vision of the CEO. The primary responsibility of this role will be overseeing day-to-day operations and high-priority ad-hoc projects to support the Chief of Staff and CEO.
As a strategist, consultant, and essential partner for all functions across LPL, the most successful candidate will drive operational excellence while advancing the priorities of the CEO.
Prepare and consult on executive-level reports and presentations for the CEO, Board of Directors, and Management Committee
Drive cross-functional change efforts throughout LPL on behalf of the CEO and Chief of Staff
Enhance operational rigor of the Office of the CEO through implementation of efficiencies and progress-tracking updates on key initiatives
Lead CEO Executive Session material creation for quarterly Board of Directors meetings
Collaborate with leaders across LPL to triage, track, and resolve advisor concerns brought to the attention of the CEO
Lead ad-hoc projects related to CEO priorities
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.
4 years of finance, strategy, and/or consulting experience, preferably within the Financial Services industry
Strong strategic and financial acumen
Expert user of Microsoft PowerPoint and Excel
Detail oriented and apt to see the bigger picture
Strong written and verbal communication skills with the ability to interact effectively with upper-level executives
Proven ability to synthesize complex concepts into concise executive-level presentations
Ability to manage multiple tasks concurrently with minimal supervision
Committed to timely execution of top priorities
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.