Sr. Analyst, Book Sales Integrations Position Available In Lancaster, South Carolina

Sr. Analyst, Book Sales Integrations
LPL Financial Fort Mill, United States
Posted 14 hours ago Permanent Competitive
Sr. Analyst, Book Sales Integrations
LPL Financial Fort Mill, United States
Sr. Analyst, Book Sales Integrations
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:

Part of LPL’s Capital Partners group, the Business & Lifecycle Solutions (BLS) team plays a central role in helping advisors reshape their practices by transitioning end-investors from their practice to Investor Focused Solutions (IFS), a virtual call center model. We are looking for a Senior Analyst to provide our Financial Advisors and Institutions with a great experience as they partner with IFS to optimize their practices and programs. The Senior Analyst will partner with Advisors, IFS, and various departments to transfer end-investors to Investor Focused Solutions. In this role, you will also be expected identify opportunities for process and experience improvement, as well as collaborate effectively with internal partners for problem resolution.

Responsibilities:

Coordinate with Financial Advisors and Institutions to facilitate the transfer of end-investors from their practice to Investor Focused Solutions
Ensure a smooth and efficient transition experience by communicating with all stakeholders, resolving any issues, and providing timely updates
Monitor and track the progress and status of each transition case using various tools and systems
Introduce and/or improve upon organizational processes, procedures and communication practices for optimized efficiency and connectivity
Partner with product managers, developers, sales and distribution, and other stakeholders to drive outcomes that meet customer expectations and requirements
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:

3-7+ years of experience in the Financial Services industry preferably as a wholesaler, wealth consultant/practice management, advisor, or recruiter
Bachelor’s degree in a related field

Core Competencies:

Excellent verbal and written communication skills, with the ability to effectively communicate to various levels of staff and leadership
Demonstrated customer service success
Have a bias for action, execute on deliverables and meet key deadlines
Positive attitude and ability to adapt to various situations
Team oriented and able to work effectively with cross-functional team
Solution oriented with strong ability to collaborate within and outside the firm

Preferences:

Proficient in Microsoft PowerPoint, Excel, and Word
Experience with SmartSheet, Salesforce
FINRA SIE, Series 7 and 66 (or both 63 and 65)
#LI-PA

Pay Range:

$70,013-$116,688/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

Job

ID R-044300

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