Sr. Analyst, Capital Management

Lpl Financial Services San Diego , CA 92140

Posted 2 months ago

LPL Financial is seeking a strong applicant to join our team in the role of Sr. Analyst, Capital Management. As a Sr. Analyst of Capital Management, you will work with the Advisor Financial Solutions team and senior leaders to socialize scope, benefits and expected outcomes in the process of financial program evolution, including the promotion and socialization of these programs beyond the team. Ongoing planning and tracking of these programs requires a skill in cross functional collaboration and communication. This individual should possess a strong ability understand business needs to inform and communicate target road maps, milestones and timelines through the life of the program. An emphasis on journey mapping and executive level messaging via PowerPoint is critical to this role.

The Advisor Financial Solutions team plays an instrumental role in the development and facilitation of programs and initiatives to support growth through differentiated financial solutions, including ongoing analysis and reporting on program profitability and success.

Responsibilities of the Sr. Analyst, Capital Management will include:

  • Develop strong business relationships across the enterprise, including executive management, to enable a mutual understanding opportunities and achieving close alignment on business needs.

  • Maintaining responsibility for delivering defined program outputs on time and that meet quality criteria aligning with program promotion

  • Keep management and key stakeholders well-informed on a timely basis on program progress, status and/or concerns ensuring that client expectations and satisfaction are met or exceeded.

  • Identify issues and ensure timely actions to resolve, including escalating when necessary

  • Ongoing need to leverage PowerPoint presentations, in addition to program documentation and artifacts, to communicate to steering committees, executive sponsors, finance, etc.

  • Perform high level business analysis when needed

In addition to being highly organized, key qualifications of the ideal candidate include:

  • Effective communication, presentation and writing skills

  • Four-year college degree or higher preferred BA/BS degree in Finance, Business, or Economics (or related discipline) a plus

  • Project management skills, including the ability to continually prioritize and meet deadlines

  • Highly capable in MS PowerPoint and Excel, Visio

  • Advanced knowledge and ability with PowerPoint for executive level communication/story telling

  • Advanced interpersonal and behavioral skills including team and individual leadership, oral and written communication

  • Customer service/relationship management experience is desired

  • Strong organizational and time management skills

  • Strong meeting facilitation and presentation skills

  • Demonstrated ability to interact with senior leaders and customers

  • Ability to work in a team environment, motivate team members and influence behavior of others

  • Functions with a generalist mindset while also possessing an aptitude for strong analytical thinking

  • Highly motivated and able to adapt to changing priorities

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation's largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

  • As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Sr Manager Capital Contracting MMS (Dispensing)

BD (Becton, Dickinson And Company)

Posted 5 days ago

VIEW JOBS 4/21/2019 12:00:00 AM 2019-07-20T00:00 Job Description Summary Job Description Reporting to the Associate Director, Capital Contracting, this position manages the Capital Contract Lifecycle aspects of BD's Medication Management Solutions (MMS) regional based US business for Dispensing-Pyxis. As a member of the US Region MMS Contracting Team, this managerial role will also assist with the Contracting capability within the CoE combining the strengths and best practices of the legacy BD and CareFusion companies. This will be successfully accomplished through people leadership and best practice contract development and associated policies, ensuring that the US Commercial Operations strategy is implemented. Working in partnership within the Commercial Ops team and with the MMS Selling Organization, Strategic Customer Group (SCG), Senior Sales Leaders, Cross functional Business Partners, Finance, Legal Partners, Implementation team and Commercial Customers, this leader drives best in class, contract offer development and asset lifecycle management capabilities and also establish policy, process and governance to ensure the effective implementation of complex, critical contract activities which manage business opportunities and risk appropriately. This leadership position directly manages approximately 2-3 Capital Contract Consultants with primary US Region accountability. Responsibilities are to attract, develop, and retain talent, helping to guide career paths and drive employee satisfaction. Essential Responsibilities: * Assist in the formation of the MMS Capital Contracting end to end capability within the Contracting CoE pillar for Dispensing-Pyxis, including talent selection and team development, process harmonization, systems design and deployment and standup of the function * Oversee contracting lifecycle activities within specific regions including contract negotiation to signature including components such as lease vs. buy, software specification, maintenance and service, installation and invoicing/reconciliation of capital products * Scope includes regional MMS Dispensing-Pyxis Capital Sales Contracts and Master Agreements for healthcare facilities including Hospitals and Regional Networks (e.g., IDN), Non-Acute facilities, etc. Excludes GPOs. * Serve the BU and Strategic Customer teams as key internal-business partners, with high quality, responsive service, negotiation competencies and value add to drive revenue growth * Manage the regional Dispensing sales contracts lifecycle including provision of lead information (from internal data),quote generation, drafting/redlining, negotiation, execution, amendment, extension and retirement * Review deal profitability and adherence to set pricing strategies and manage approvals based on set decision rights matrix * Collaborate closely with Commercial Capital Offer Strategy and Development to ensure execution feasibility of the proposed pricing and respective terms and conditions * Oversee post-deal contract lifecycle, including management of installation customer database, monitoring billing/revenue performance and maintenance of equipment, supporting sales reporting, and addressing inquiries from sales/customers, etc. * Tracks and reports on contract activities, outstanding sales, and other data relevant to the area of responsibility. * Help define, administer, and enforce policies, procedures, and processes to harmonize contract negotiation and general provisions, with appropriate flexibility to meet customer/market needs and dynamics. Ensure that risk is mitigated and regulations are appropriately addressed consistently across all business offerings * Drive a defined contract review/approval workflow process within the regional contracting team, ensuring appropriate process is in place and enforced, liaising with Business/Legal as needed * Review customer redlines and provide responses for business issues while coordinating approvals for other master terms with the appropriate subject matter experts * Work closely with Contract Negotiation Specialist to coordinate responses to customers redlines in a timely manner while balancing deadlines and managing expectations of the Sales Organization * Understands financial drivers of specific deals and can communicate to team members how to best structure a deal to meet customer needs while strengthening the profitability for the company * Support process improvement projects (templates, standard terms, system updates, etc.) to drive operational efficiencies and standardization throughout the organization * Help ensure technology platforms (base, SFDC, Curtis, etc.) functionality and performance appropriately supports contract offer activities and workflow management * Hold accountability for team goals and KPIs (e.g., contract cycle time) * Have strong functional, business and strategic expertise * Inspire and empower direct team to act with speed, agility and accountability enabling them to achieve excellence * Cultivate a positive work climate that fosters collaboration, innovation, and alignment with BD Values * Personal courage – Strong ethical values; takes appropriate action and makes decisions maintaining responsibility for outcomes Qualifications: * BA/BS required (in lieu of a Bachelor's Degree, extensive (5+ years) experience in the applicable area) * Advanced Degree preferred * Minimum of 1 years experience in a position with matrix accountability preferred * 1+ years of direct contracts or legal related work. * 1+ years demonstrated experience understanding of business strategy, pricing and profitability thresholds, General Management, Finance, Regulatory, Compliance, Risk Management and Sales Leadership * Understanding of, regulatory controls, and business strategy * Understanding of capital contract management, including contract strategy development, negotiations with Medical Device Capital products and services * Experience and demonstrated ability to analyze a variety of contractual documentation and provide guidance based on such contracts. * Strategic and analytical problem solver with business acumen. Able to evaluate key business drivers and develop clear strategic recommendations * Proven ability to quickly establish credibility, trust, and support within all levels of organization * Ability to partner with Sales and General Management to develop contract offerings representing complex concepts and defining the business value of solutions in a clear, understandable way * Ability to communicate at executive levels, internally and externally, manage complexity and make independent recommendations * Demonstrated customer centricity skills and able to negotiate/adapt to customer needs while maintaining protection of BD's interests * Demonstrated ability to lead a team, improving performance and driving cohesion. Key Competencies * Customer Focus * Critical Thinking * Action Oriented * Business Acumen * Dealing with Ambiguity * Process Effectiveness * Proficiency in MS Excel Primary Work LocationUSA CA - San Diego Bldg A&B Additional Locations Work Shift BD (Becton, Dickinson And Company) San Diego CA

Sr. Analyst, Capital Management

Lpl Financial Services