Business Management And Financial Analyst

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 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 Business Management and Financial Analyst, you will play a crucial role in supporting the Chief of Staff of the Investor Experience Technology organization. You will be responsible for providing analytical, operational, and administrative support to enhance the effectiveness and efficiency of the Chief of Staff's functional mandate in support of the Investor Experience Technology team. Your role will involve performing financial analysis, analyzing data, ensuring the Investor Experience organization operates effectively, managing KPIs, and assisting with various organizational initiatives. You will collaborate closely with internal stakeholders and work across departments to facilitate effective communication and decision-making.

Responsibilities:

• Work closely with Finance to understand budget and forecast systems and infrastructure.

• Support the teams in understanding their plans and associated spending/efficiencies

• Provide expertise and support to ensure financial accuracy, integrity, and clarity

• Gather, analyze, and interpret data from various sources to provide insights and recommendations.

• Prepare reports, presentations, and visualizations to communicate findings and support decision-making processes.

• Track and monitor key performance indicators (KPIs) and provide regular updates to the Chief of Staff.

• Identify areas for operational improvement and recommend strategies to streamline processes.

• Assist in implementing best practices and standard operating procedures.

• Support the Chief of Staff in managing operational activities and ensuring timely completion of tasks.

• Facilitate communication and coordination between the Chief of Staff's office and internal/external stakeholders.

• Prepare materials and briefings for meetings, Town Halls, and executive presentations.

• Build strong relationships and collaborate effectively with individuals at all levels of the organization.

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:

• 5 years of experience in technology as a business manager, chief of staff, project manager, financial/business analyst or similar job functions

• Experience managing a $30 Million+ technology budget including tracking and reporting

• Experience overseeing a resource plan for over 200 technologists

• Microsoft Office proficiency - Specifically Excel and PowerPoint

Preferences:

• Strong EQ

• People Management for Technology (onboarding, hiring, organizational effectiveness)

• Business Management for a large company

• Experience with financial and data analysis

• Experience in running leadership presentations is highly desired

• Technology Financial support experience

Pay Range:

$105,680-$158,520/year

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.