Analyst, Retirement Partners

About the role

The Retirement Partners team within LPL’s Wealth Management (WM) group is responsible for delivering a highly competitive set of retirement solutions for retirement and wealth advisors. The Retirement Analyst plays a key role within the Retirement Partners team, supporting the development, management, and continuous enhancement of individual retirement platforms.

Responsibilities

• Support the growth and ongoing management of the individual retirement platforms working in collaboration with cross-functional departments
• Regularly exercise excellent business judgment and research and resolve operational issues
• Enable continuous improvement & oversight of core functionality for the custodial retirement accounts
• Engage with advisors to resolve setup and operational issues in a way that is inclusive to holistic wealth management business
• Exhibit understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment
• Support and collaborate with colleagues and leverage opportunities to increase individual knowledge about the retirement space in support of business initiatives and advisor/client success
• Jointly participate in project, oversight & task assignments with other team members to gain experience in policies and procedures related to the facilitation of proposals, onboarding new business, and managing provider relationships in support of sales
• Assume responsibility of less complex projects & tasks while developing fundamental concepts, practices and procedures
• Maintenance of accurate and current documentation where appropriate and work with appropriate parties to ensure timely deliverables
• Pro-active communication with all responsible parties for updates and reporting
• Become accomplished in use of all relevant department tools and resources

Requirements

• Bachelor’s degree or 3-5 years equivalent work experience
• Minimum 2+ years of previous experience in data management or analytics
• Progress or Interest in pursuing CPFA, AIF or equivalent designation
• Intermediate skills in MS Office, especially Excel, Access, Word, PowerPoint (CRM use a plus)

Skills

• Ability to partner closely and establish good working relationships for team projects and collaboration with other business units
• A demonstrated ability to establish priorities and meet goals
• A passion for improving processes so they can be followed easily and lead to excellent results
• Self-motivated team player
• Detail oriented with strong analytical and problem solving skills
• Goal-oriented, self-directed individual who can work independently and in a team setting
• Good communications skills both oral and written
• Strong customer service focus

Preferences

• CRM systems (Dynamics, SalesForce…)
• Data systems (Tableau, Alteryx, SQL …)

Pay

Pay Range: $32.09-$53.48/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.

Benefits

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.