Succession Planning Consultant

About the role

Capital Partners & Client Solutions is a fast-growing division with an entrepreneurial spirit focused on delivering innovative, industry-leading services to help advisor practices grow, protect, and plan for their legacy. The Succession Planning team delivers end-to-end legacy planning support for LPL's 32,000+ advisors. This Analyst role helps deliver seamless Succession Planning Support offerings.

Responsibilities

• Support succession service offerings and maintain/create efficient processes
• Manage succession planning project intake and workflows utilizing internal resources to ensure milestones are completed and advisor expectations are met
• Oversee escalations by both internal business partners and advisors
• Understand continuity, succession, and corporate planning options to guide advisors to make educated decisions
• Support succession planning engagements with the ability to implement clear and concise strategies
• Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure
• Interface with business unit counterparts to address specific needs of advisors
• Ad-hoc analysis, financial data entry, and additional responsibilities as required
• Present new ideas as we expand and iterate on our product offerings

Requirements

• BA/BS degree in Business, Finance, or Economics (or a related discipline)
• 2+ years of wealth management, corporate finance, investment banking, or corporate development customer service

Core competencies

• Written and verbal communication skills; ability to synthesize complex processes and communicate into digestible messages; ability to present complex topics in an engaging way with partners and clients
• Ability to execute strategies and track successful delivery
• Problem-solving skills; ability to analyze data, draw insights, and make data-driven decisions
• Ability to prioritize multiple tasks and pivot as needed
• Ability to work within a team, take initiative, and show strong attention to detail
• Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
• Self-driven individual with a high level of motivation
• Positive attitude with a commitment to excellence and integrity

Preferences

• Experience with CRM tools such as Salesforce
• Knowledge of financial concepts

Pay

Base salary range: $69,937.00 – $116,493.00. Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Benefits

LPL Total Rewards package includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

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 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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.