LPL Financial
Job Title
Associate Analyst, Networking
Job Description The Associate Analyst role within the Networking department will provide problem‑solving, reporting, project, and training support to the Networking team. The role requires a foundational level of knowledge of all things related to Direct Business and subject‑matter expertise on networking. The Associate Analyst will support the AVP on multiple, possibly overlapping projects. Key abilities include data analysis, use of reporting tools, and technical translation of business needs. Strong interpersonal, organizational, and communication skills are essential for success.
Responsibilities
Communicate complex issues in writing and verbally to management, vendors, and customers.
Provide oversight of existing processes and mitigate risk against future firm impact.
Document quality issues, performance measures, and improvements for management review.
Support leadership on multiple and overlapping projects.
Take on new challenges and reengineer existing processes for improved experience and accuracy.
Coordinate with internal and external team members to implement or support ongoing processes.
Manage process change, updating and maintaining department controls and procedures.
Meet strict deadlines with minimal supervision in a fast‑paced environment.
Analyze information and produce strong reports.
Participate in firm‑level mergers and acquisitions.
Communicate with other STO departments and external parties to resolve networking‑related issues.
Support successful execution of projects and initiatives aligned with LPL’s priorities; participate in UAT and script writing.
Leverage technology to automate manual work and simplify processes, creating a scalable, flexible, efficient infrastructure.
Handle escalations from the Service Center and internal teams.
Complete other assignments as required by management.
Required Qualifications
• 3+ years’ experience in the brokerage and financial services industry.
• 2+ years of experience working with MS Access and MS Excel (macro experience).
Preferred Qualifications
Experience with SQL and Alteryx for running data queries.
Communicate data‑related information to internal teams and business units.
Experience working with large data sets and extracting clean, concise data points.
Proficiency in Microsoft applications, SharePoint, Smartsheet, and BOX; preferred.
Bachelor’s degree preferred.
FINRA licenses preferred.
Pay Range $20.23‑$33.71 per hour (base salary varies based on skill, experience, education, and location).
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 32,000 financial advisors and the wealth‑management practices of approximately 1,100 financial institutions, servicing and custodialying approximately $2.3 trillion in brokerage and advisory assets on behalf of about 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services.
Benefits & Total Rewards Highly competitive package including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Additional benefits are available on a case‑by‑case basis.
Why LPL?
Innovative Environment: A supportive, responsive leadership team that fosters growth.
Limitless Career Potential: No limits to your career growth.
Unified Mission: One team, one mission—taking care of advisors so they can take care of their clients.
Impactful Work: Real impact in an organization sized just right.
Commitment to Equality: Workplace equality and diversity.
Community Focus: Encouragement to support local communities.
Benefits & Total Rewards: Traditional and unique perks designed to enhance life at work and home.
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 any banking information. For questions regarding the application process, contact LPL’s Human Resources Solutions Center at (855) 575‑6947.
Employment Details
Seniority Level : Mid‑Senior level
Employment Type : Full‑time
Job Function : Business Development and Sales
Principals only. EOE.
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Job Description The Associate Analyst role within the Networking department will provide problem‑solving, reporting, project, and training support to the Networking team. The role requires a foundational level of knowledge of all things related to Direct Business and subject‑matter expertise on networking. The Associate Analyst will support the AVP on multiple, possibly overlapping projects. Key abilities include data analysis, use of reporting tools, and technical translation of business needs. Strong interpersonal, organizational, and communication skills are essential for success.
Responsibilities
Communicate complex issues in writing and verbally to management, vendors, and customers.
Provide oversight of existing processes and mitigate risk against future firm impact.
Document quality issues, performance measures, and improvements for management review.
Support leadership on multiple and overlapping projects.
Take on new challenges and reengineer existing processes for improved experience and accuracy.
Coordinate with internal and external team members to implement or support ongoing processes.
Manage process change, updating and maintaining department controls and procedures.
Meet strict deadlines with minimal supervision in a fast‑paced environment.
Analyze information and produce strong reports.
Participate in firm‑level mergers and acquisitions.
Communicate with other STO departments and external parties to resolve networking‑related issues.
Support successful execution of projects and initiatives aligned with LPL’s priorities; participate in UAT and script writing.
Leverage technology to automate manual work and simplify processes, creating a scalable, flexible, efficient infrastructure.
Handle escalations from the Service Center and internal teams.
Complete other assignments as required by management.
Required Qualifications
• 3+ years’ experience in the brokerage and financial services industry.
• 2+ years of experience working with MS Access and MS Excel (macro experience).
Preferred Qualifications
Experience with SQL and Alteryx for running data queries.
Communicate data‑related information to internal teams and business units.
Experience working with large data sets and extracting clean, concise data points.
Proficiency in Microsoft applications, SharePoint, Smartsheet, and BOX; preferred.
Bachelor’s degree preferred.
FINRA licenses preferred.
Pay Range $20.23‑$33.71 per hour (base salary varies based on skill, experience, education, and location).
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 32,000 financial advisors and the wealth‑management practices of approximately 1,100 financial institutions, servicing and custodialying approximately $2.3 trillion in brokerage and advisory assets on behalf of about 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services.
Benefits & Total Rewards Highly competitive package including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Additional benefits are available on a case‑by‑case basis.
Why LPL?
Innovative Environment: A supportive, responsive leadership team that fosters growth.
Limitless Career Potential: No limits to your career growth.
Unified Mission: One team, one mission—taking care of advisors so they can take care of their clients.
Impactful Work: Real impact in an organization sized just right.
Commitment to Equality: Workplace equality and diversity.
Community Focus: Encouragement to support local communities.
Benefits & Total Rewards: Traditional and unique perks designed to enhance life at work and home.
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 any banking information. For questions regarding the application process, contact LPL’s Human Resources Solutions Center at (855) 575‑6947.
Employment Details
Seniority Level : Mid‑Senior level
Employment Type : Full‑time
Job Function : Business Development and Sales
Principals only. EOE.
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