Analyst - Advisory Ops/Billing en LPL Financial

Job Overview:

The Sr Analyst – Advisory Operations/Billing will be responsible for handling more complex and cross departmental items on behalf of the advisory operations team.  This could include working directly with both clients and other internal partners.  This will require a general knowledge of all team processes, as well as a deeper knowledge of more complex issues.

Responsibilities:

• Communicate complex issues both in writing and verbally to management and internal/external vendors and customers. Must be able to provide oversight of existing processes and mitigate risk against future firm impact.
• Oversee the review, reconciliation and supervisory control of data and provide detail-level analysis to external clients while meeting service level agreements.
• Collaborate with subject matter experts both on this team and across various other teams to obtain key job knowledge that will help meet the specific business needs. Research complex situations and define the actions necessary to resolve the situation.
• Improve workflows that cross multiple teams to gain efficiencies.
• Ability to meet strict deadlines with minimal supervision in a fast-paced environment.
• Ability to analyze information and strong reporting skills.
• Ability to handle escalated items timely and accurately, while creating a great experience for our customers.
• Limited weekend availability will be expected.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 3+ years of experience in financial services firm
• Bachelor’s degree in business, finance or other related field
• Excellent knowledge of Excel (Pivot tables, Vlookups, macros)

Core Competencies:

• Working understanding of client compensation and the impacts of billing and billing adjustments on client compensation
• Excellent analytical and problem solving skills
• Keen attention to detail
• Constant eye for process improvement and efficiencies

Preferences:

• Strong understanding of advisory products
• Knowledgeable in general advisory account billing and adjustments
• Strong knowledge of Word, Outlook, Powerpoint
• FINRA licensing (SIE/99, 7)

 

Pay Range:

$25.64-$42.73/hour

 

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 institution, 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 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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