Senior Analyst, Pricing Solutions

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

Summary:

The Senior Analyst, Pricing Solutions role will be a part of the Advisor Capital team within LPL's Finance Division. Advisor Capital is tasked with all aspects of providing LPL's advisors, enterprises, and institutions with pricing analytics and capital to support acquisitions, retention, and growth initiatives.

You will be responsible for managing financial underwriting models, reporting, and ultimately providing analysis to support recommendations that help our business partners make informed decisions. The team is integrally involved in the support of retention and business case financial analysis. The ideal candidate has a combination of strong business acumen, corporate finance knowledge, and communication skills.

Roles & Responsibilities:

• Working with AVP to maintain efficient processes

• Experience in financial analysis, including budget reporting, and development of business analytics

• Create and/or support the development of financial related models and ensure they are accurate and periodically updated to reflect evolving business dynamics

• Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure

• Maintain and enhance internal controls, supporting Internal Audit and Compliance quarterly/annual testing

• Work closely with internal LPL departments on ad hoc projects, reporting, and initiatives

• Collaborate with management to ensure proper perspective is brought to decision-making

• Analyze reports and data to determine actionable business intelligence

• Handle escalations by both internal business partners and our Advisors

• Represent and advocate for Pricing Solutions when working with business partners

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 Business Management, Finance or equivalent work experience

• 4+ years of experience in business analytics and/or financial services operations

• Moderate to advanced Power Point, Excel, and financial modeling skills

• Experience analyzing, interpreting, and presenting data

• Demonstrated analytical and strategic business acumen

Preferences:

• Detail-oriented and critical thinker. Engage in multiple initiatives simultaneously.

• Ability to work both independently and collaboratively on a geographically dispersed team, prioritize effectively and produce quality, on-time deliverables

• Ability to analyze options, determine solutions, launch and manage key initiatives

• Excellent verbal and written communication skills, with ability to adapt to different audiences

• Strong commitment to data accuracy, creating materials with an ideal balance between depth and materiality

• Keen attention to detail and complex problem-solving abilities from operational and technical perspectives

• Self-motivated, willingness to take on challenges, and adaptability to support and adopt change

• Effective time and meeting management skills

• Strong organizational skills and team player

• Strong sense of personal accountability for work

• Demonstrated knowledge of LPL platforms, products, systems, and services

• Experience with tools such as: Tableau, Alteryx, Salesforce, Smartsheet Excel Macros

Pay Range:

$73,600-$110,400/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.