LPL Financial
TAMP Platform Management, Sr. Analyst
LPL Financial, San Diego, California, United States, 92189
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TAMP Platform Management, Sr. Analyst
role at
LPL Financial . Get AI-powered advice on this job and more exclusive features. What if you could
build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could
have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview:
The Investment Product Management team within LPL’s Business and Wealth Solutions (BWS) 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 and advisory platform management perspective is to enhance our advisors’ and investors’ experience while helping to improve our firm’s economic and risk profiles. The team is seeking to extend a soft-landing by maintaining familiar and established TAMPs or asset management models for all transitioning advisors impacted by LPL’s recent M&A activity. Responsibilities: The Sr. Analyst, TAMP Platform Management role primarily focuses on our TAMP (turnkey or third-party asset management programs), which include approximately 20 platforms, and contributes to the overall investment product and advisory platform strategy. Works closely with Transitions, M&A, Business Development, and Wealth Consulting teams on analysis, recruiting support, and onboarding of recently recruited advisors/firms. Manages day-to-day activities spanning the full advisor experience with the TAMP programs, including due diligence, operational issue resolution, fee negotiations, and contract reviews. Understanding of advisor experience, advisory services, investment offerings, and regulatory compliance is preferred. Drives projects, initiatives, and analyses to support decision-making and ensure timely task execution. Captures feedback from advisors, operations, stakeholders, and partners, translating it into insights and recommendations for improvement. Conducts competitive analysis for strategic projects. Partners across the firm to advance initiatives, enhancements, and resolve roadblocks in Technology, Finance, Service/Trading, Operations, and Legal/Risk. Collaborates with Compliance, Legal, and Risk teams on regulatory matters. Participates in formulating the program development roadmap. Builds presentations and delivers findings to leadership and stakeholders. What are we looking for? We seek strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help clients succeed. We value creativity, continuous improvement, and a culture of shared success and joy. Requirements: Bachelor’s degree required 4+ years of financial services experience 1+ year of wealth management/advisor support experience 1+ year analyzing and organizing large data sets; proficiency in Excel Core Competencies: Knowledge of the investment advisory landscape Problem-solving and networking skills within partner relationships Platform management or operational experience with decision-making contributions Effective interaction with business partners using strong interpersonal and communication skills Ability to build consensus and thrive in change and fast-paced environments Strong collaboration and communication skills Capability to handle multiple projects and deliver quality results quickly Ability to identify and recruit partners to implement solutions efficiently Focus on developing and managing TAMP offerings, navigating operational and legal processes, and serving mutual advisors with internal and external teams. Preferences: Experience with TAMP programs highly preferred Pay Range:
$90,788 - $151,313/year. Actual salary varies based on skills, experience, education, location, and other factors. LPL offers a competitive Total Rewards package including 401K matching, health benefits, stock options, paid time off, volunteer time off, and more. Discuss details with your recruiter. Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded to work for advisors and institutions. We serve over 23,000 financial advisors nationwide, supporting an advisor-mediated model that prioritizes personalized guidance and independence. At LPL, we support our advisors and institutions to run their businesses effectively, manage client relationships, and succeed. Join us to make a difference and help turn life’s aspirations into financial realities. Please log in or create an account to apply. Principals only. EOE. Interview Information:
LPL communicates only via official @lplfinancial.com email addresses and will never conduct online chats or request payment or banking information during interviews. Contact HR at (855) 575-6947 for questions. Job details: Seniority level - Mid-Senior level; Employment type - Full-time; Function - Business Development and Sales.
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TAMP Platform Management, Sr. Analyst
role at
LPL Financial . Get AI-powered advice on this job and more exclusive features. What if you could
build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could
have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview:
The Investment Product Management team within LPL’s Business and Wealth Solutions (BWS) 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 and advisory platform management perspective is to enhance our advisors’ and investors’ experience while helping to improve our firm’s economic and risk profiles. The team is seeking to extend a soft-landing by maintaining familiar and established TAMPs or asset management models for all transitioning advisors impacted by LPL’s recent M&A activity. Responsibilities: The Sr. Analyst, TAMP Platform Management role primarily focuses on our TAMP (turnkey or third-party asset management programs), which include approximately 20 platforms, and contributes to the overall investment product and advisory platform strategy. Works closely with Transitions, M&A, Business Development, and Wealth Consulting teams on analysis, recruiting support, and onboarding of recently recruited advisors/firms. Manages day-to-day activities spanning the full advisor experience with the TAMP programs, including due diligence, operational issue resolution, fee negotiations, and contract reviews. Understanding of advisor experience, advisory services, investment offerings, and regulatory compliance is preferred. Drives projects, initiatives, and analyses to support decision-making and ensure timely task execution. Captures feedback from advisors, operations, stakeholders, and partners, translating it into insights and recommendations for improvement. Conducts competitive analysis for strategic projects. Partners across the firm to advance initiatives, enhancements, and resolve roadblocks in Technology, Finance, Service/Trading, Operations, and Legal/Risk. Collaborates with Compliance, Legal, and Risk teams on regulatory matters. Participates in formulating the program development roadmap. Builds presentations and delivers findings to leadership and stakeholders. What are we looking for? We seek strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help clients succeed. We value creativity, continuous improvement, and a culture of shared success and joy. Requirements: Bachelor’s degree required 4+ years of financial services experience 1+ year of wealth management/advisor support experience 1+ year analyzing and organizing large data sets; proficiency in Excel Core Competencies: Knowledge of the investment advisory landscape Problem-solving and networking skills within partner relationships Platform management or operational experience with decision-making contributions Effective interaction with business partners using strong interpersonal and communication skills Ability to build consensus and thrive in change and fast-paced environments Strong collaboration and communication skills Capability to handle multiple projects and deliver quality results quickly Ability to identify and recruit partners to implement solutions efficiently Focus on developing and managing TAMP offerings, navigating operational and legal processes, and serving mutual advisors with internal and external teams. Preferences: Experience with TAMP programs highly preferred Pay Range:
$90,788 - $151,313/year. Actual salary varies based on skills, experience, education, location, and other factors. LPL offers a competitive Total Rewards package including 401K matching, health benefits, stock options, paid time off, volunteer time off, and more. Discuss details with your recruiter. Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded to work for advisors and institutions. We serve over 23,000 financial advisors nationwide, supporting an advisor-mediated model that prioritizes personalized guidance and independence. At LPL, we support our advisors and institutions to run their businesses effectively, manage client relationships, and succeed. Join us to make a difference and help turn life’s aspirations into financial realities. Please log in or create an account to apply. Principals only. EOE. Interview Information:
LPL communicates only via official @lplfinancial.com email addresses and will never conduct online chats or request payment or banking information during interviews. Contact HR at (855) 575-6947 for questions. Job details: Seniority level - Mid-Senior level; Employment type - Full-time; Function - Business Development and Sales.
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