Senior Analyst, Advisor Technology Engagement, Job Description
The Advisor Technology Engagement team, within the Advisor Solutions Product team, is focused on supporting our advisors by providing guidance, support and solutions for technology tools that are leveraged by both advisors and their investors. This position will focus primarily on supporting advisors that are transitioning to LP, most specifically to LPL’s fast growing Strategic Wealth Services (SWS) affiliation model.
Candidates for this role must have a passion for customer experience and an interest in the technology consumed by financial advisors. Communication and coordination skills are paramount, as this role will sit at the center of the technology implementation and onboarding efforts for these firms. The role will work with many stakeholders, and requires a candidate to be able to think strategically and tactically to anticipate needs of clients. Collaboration with external partners, as well as internal business, operations and technology groups, will be critical to ensure the needs of our advisors are met.
Responsibilities
Primary
Secondary
Qualifications
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 lfinancial.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 .
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