LPL Financial
Overview
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 Advisory and Product Consulting team is responsible for building, enhancing and growing the use of tools, resources and services across key areas that matter most to LPL advisors and enterprises. The Advisory team specifically owns the growth and profitability of the firm’s investment advisory programs. This includes the investment product offering, pricing and distribution efforts to grow the programs. The team’s goal is to enhance the experience while driving increases in net new assets and improving the firm’s economic and risk profiles. The Sr. Product Analyst will report to the Advisory and Product Consulting team\'s head of Sales Operations. The Sr. Product Analyst will be responsible for the creation of executive level reports on a regular cadence and helping with helping analyze the data to discover patterns or targeted segments. This role will also require expert knowledge of Excel, Tableau and Salesforce. Responsibilities
Creation of Salesforce reporting to track lead generation and referral management
Helping to track Salesforce activities and opportunities.
Engaging with the Platform, Marketing and Consulting teams on analyzing results of campaigns or warm leads
Help create operational efficiencies within the administrative functions of the Sales team
What are we looking for? We’re looking for 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 our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements
Bachelor’s degree required
Previous experience in a Sales Operations or Product Management role
Enjoys working with data and is proficient in excel
Experience using Salesforce for Reporting and Workflows
Preferences
Experience in Financial Services preferred
Collaborator and consensus builder who can leverage internal and external relationships to achieve desired outcomes
Proficient working with Powerpoint with strong ability to build a narrative connecting visuals to the business case
Ability to communicate effectively at all levels of management
Willingness to learn and adapt quickly to change
Experience with Tableau preferred
Pay Range:
$86,300-$143,800/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! Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join LPL
Join LPL Financial: Where Your Potential Meets Opportunity. We believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
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 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.
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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 Advisory and Product Consulting team is responsible for building, enhancing and growing the use of tools, resources and services across key areas that matter most to LPL advisors and enterprises. The Advisory team specifically owns the growth and profitability of the firm’s investment advisory programs. This includes the investment product offering, pricing and distribution efforts to grow the programs. The team’s goal is to enhance the experience while driving increases in net new assets and improving the firm’s economic and risk profiles. The Sr. Product Analyst will report to the Advisory and Product Consulting team\'s head of Sales Operations. The Sr. Product Analyst will be responsible for the creation of executive level reports on a regular cadence and helping with helping analyze the data to discover patterns or targeted segments. This role will also require expert knowledge of Excel, Tableau and Salesforce. Responsibilities
Creation of Salesforce reporting to track lead generation and referral management
Helping to track Salesforce activities and opportunities.
Engaging with the Platform, Marketing and Consulting teams on analyzing results of campaigns or warm leads
Help create operational efficiencies within the administrative functions of the Sales team
What are we looking for? We’re looking for 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 our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements
Bachelor’s degree required
Previous experience in a Sales Operations or Product Management role
Enjoys working with data and is proficient in excel
Experience using Salesforce for Reporting and Workflows
Preferences
Experience in Financial Services preferred
Collaborator and consensus builder who can leverage internal and external relationships to achieve desired outcomes
Proficient working with Powerpoint with strong ability to build a narrative connecting visuals to the business case
Ability to communicate effectively at all levels of management
Willingness to learn and adapt quickly to change
Experience with Tableau preferred
Pay Range:
$86,300-$143,800/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! Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join LPL
Join LPL Financial: Where Your Potential Meets Opportunity. We believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
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 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.
#J-18808-Ljbffr