Sr. Analyst, Corporate Marketing Review Position Available In Lancaster, South Carolina
Job Description
Job Overview:
We are hiring a Senior Analyst on the Corporate Marketing Review team in Supervision. This position is primarily responsible for the review and approval of retail and institutional communications created by LPL’s Corporate Research team. The role requires a self-starter with strong analytical skills, attention to detail, and the ability to find answers independently. The ideal candidate will demonstrate a proactive attitude towards problem-solving and possess the capability to navigate complex regulatory environments efficiently.
Responsibilities:
In consultative manner, review all public and advisor facing publications produced by the Research department according to regulatory requirements and LPL policy and procedures. Provide clear, consultative, and solution-oriented guidance throughout the approval process. Be a source of information and assistance to the research staff on their communication initiatives.
Other Job Duties:
Educate advisors, financial institutions, and home office employees regarding communications with the public. Assist other team members with other sponsor, vendor and corporate materials as needed. Contribute to department initiatives that may include policy updates and training.
Qualifications:
Bachelor’s degree, preferred Minimum of 5+ years of relevant experience The Series 7, 63/66, and Series 24 are required, other licenses are a plus Strong working knowledge of Excel, Word, and PowerPoint Must have excellent customer service skills and be able to communicate effectively Must have excellent written communication skills Candidates should be focused on results, seek out responsibility, be able to effectively team with others, and be able to adapt to changes
Pay Range:
$72,525-$120,875/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.
EAC1.22.25 LPL
Financial is the nation’s largest independent broker-dealer.• Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. • As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility