Sr Product Analyst, Investment Product

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?

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.

Job Overview:

The Investment Product Management team within LPL's Wealth Management Solutions (WMS) group is responsible for delivering a highly competitive set of investment solutions across the brokerage and advisory platforms. This includes the platform and product offering, advisor/client access to solutions, and promotional activities. The team's goal from an investment product management perspective is to enhance our advisors' and investors' experience while helping to improve our firm's economic and risk profiles.

The Sr Analyst, Investment Product Management role activities range from asset manager support address operational issues and deliver new capabilities along with tracking the onboarding of new SMA strategies. Process management skills are extremely important for this role, as are a basic understanding of investments.

It is a critical ability for this role to take a problem, identify and recruit partners in relevant areas of the firm to prioritize, and implement solutions in a timely fashion. Critical attention to detail is an important aspect of the role to ensure the solutions we are offering our advisors are accurate and up to date. It is important for this role to build strong and trusted relationships throughout the advisory-focused Technology, Compliance, Legal, and Operations teams.

Responsibilities:

• Managing the onboardings of SMAs and like strategies. Ability to own the end-to-end process with clear and concise communication with stakeholders.

• Engage with stakeholders to explain availability and assist in managing the pipeline of requests.

• Consult with Research, Product Risk Management, Operations, Legal, and Compliance on any strategies that need additional review.

• Own the day-to-day product management which includes onboarding new strategies, management reporting, ownership of the SMA mailbox and resolving issues in timely manner.

• Leverage and continually grow industry knowledge to deliver competitive solutions.

• Lead and drive projects, initiatives, decisions, and tasks forward to the successful execution of key priorities.

• Capture feedback from advisors, stakeholders and key partners, translating this feedback into insights and recommendations on improving the fact sheet process.

• Partnering across the firm to advance initiatives, enhancements and remove roadblocks in Technology, Finance, Service/Trading, Operations and Legal/Risk

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 can execute in a way that encourages creativity and continuous improvement.

Requirements:

• 5+ years of experience in the financial services industry

Core Competencies:

• Knowledgeable on the investment advisory product landscape, specifically SMAs and TAMPs

• Knowledgeable with various security types Mutual Funds, ETFs, and Fixed Income

• Experience working with investment-oriented databases and analytical software including Morningstar and Microsoft Suite

• Ability to handle multiple projects and deliver quality outcomes within short timeframes

• Ability to lead projects in a matrix managed fashion leveraging strong interpersonal and written communication skills

• Energy, enthusiasm, strong work ethic, and Team Mentality

• Must demonstrate a strong business and financial acumen

Pay Range:

$80,760-$121,140/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.