Analyst, Retirement Partners Product & Communications Analyst

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 Analyst, Retirement Partners Enablement will support our Retirement Partners team including consulting, product management and operations. In this role you’ll play an integral part in the sales strategy function within the Retirement Partners Consulting team to enable and empower success through improved strategy, process, analytics, and tools

 

The Retirement Partners team within LPL’s Wealth Management Solutions (WMS) group is responsible for delivering a highly competitive set of retirement solutions for plan focused advisors. This includes the product offering and roadmap, pricing strategy, and delivering the tools the advisors need. The team’s goal from a retirement product management perspective is to enhance our advisor experience by enabling growth through an expanded focus beyond traditional plan business.

Responsibilities:

• Assist with design and run tactical execution of key sales initiatives to achieve successful outcomes

• Be proactive in identifying areas for opportunity, analyzing data, and delivering actionable insights to drive growth

• Assist with vendor and recordkeeper outreach, department initiatives and projects

• Translate data into actionable insights and trends to help solve business challenges and improve KPIs

• Develop metrics that communicate progress, identify risks, and define an approach to execution

• Prepare key presentations and sales storylines for quarterly business reviews, consulting and sales kick-off activities, executive approvals, department calls, etc.

• Provide executives with business reporting and insights on a regular basis

• Other responsibilities as assigned

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:

• BA/BS degree in Finance, Business, Computer Science, Data Science, Economics, or a related discipline

• 2+ years finance/analytics related experience

• Excel expert

• Proficiency with Salesforce CRM

Core Competencies:

• Expert in Microsoft Office Suite

• Effective communication, presentation and writing skills

• Detail oriented with insight to determine applicability of big picture analysis

• Superior analytical skills with an ability to leverage data to deliver actionable insights and evaluate results against established objectives

• Experience with data loader, Alteryx, Ariba, SQL is a plus

#LI-PA

 

Pay Range:

$67,688-$112,813/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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, 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 @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.

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