Analyst, Change Manager

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 22,000 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.

Job Overview

As a change manager/demand planner within the Service Operations department at LPL, you will help prepare the Service center for upcoming events.

This qualified professional will have a strong project management, change management or demand planning background and a

working knowledge of financial services and the customer experience space. Strong collaboration and presentation skills both written and verbal are required as you'll work closely with other functions in the company to drive positive change. Exceptional organization, working as part of a larger management team, and the ability to independently drive work and continuous improvement is vital.

Responsibilities:

• Develop Service-wide business event communications

• Collect and develop Service Professional talking points to prepare for upcoming events

• Organize and plan upcoming events

• Manage event readiness dashboard

• Support management with risk assessments and mitigation activities.

• Propose and implement solutions to improve demand forecast accuracy.

• Prepare report outs for executives on event readiness.

• Monitor and report on important changes in forecasts, and business strategies.

• Conduct monthly forecast maintenance.

• Address demand-related issues in a timely and effective manner.

• Identifying capacity plans, headcount analysis, performance measures that will used to make strategic management decisions.

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:

• Bachelor's degree in a related field; or other equivalent work experience
• 3+ years of experience in project management, change management, demand planning or equivalent experience supporting firm-level business units, initiatives and programs

Core Competencies:

• Proven ability to manage concurrent complex projects

• Exceptional skills in fact base development and ability to synthesize and translate data into strategic story-telling

• Demonstrate creativity, leadership and communication skills

• Ability to work independently and contribute to team deliverables

• Good collaboration and interpersonal skills, self-motivated, willingness to take on challenges and adaptability to change

• Passion for driving action and improvement resulting in exceptional experiences and outcomes for Advisors, end-investors and employees

• Strong executive communication skills and ability to synthesize complex data and information into compelling cases for change

Preferences:

• Experience with the application of modern methods (Agile, SAFe, Lean Six Sigma) capabilities, and reporting

Pay Range:

$33.12-$49.67/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

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.

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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 (855) 575-6947.