Implementation Analyst, Advisor Technology Consulting
Are you a team player with a growth mindset? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
The Advisor Technology Consulting team is focused on providing guidance, support and solutions for technology tools that are leveraged by advisors, program managers, and their staff. Our mission is to help practices navigate the world of financial technology. We aim to positively impact practice efficiency, growth and satisfaction with their tech stack. This important hire will focus on helping Advisors with the implementation of technology tools that are essential to the success of their relationships with their clients. This position will initially focus on CRM solutions. Candidates for this role must have a passion for, and interest in, the technology used by firms to support their practices (i.e. CRM, Financial Planning, Performance Reporting, Analytics, etc.). The role will work with various stakeholders, and requires a candidate to be able to execute on the tech needs of clients. Collaboration with external partners, as well as internal business, operations and technology groups, will be critical to ensure the needs of our advisors are met.
Lead in the implementation of specific technology (starting with CRM, but potentially including Financial Planning, Performance Reporting, Analytics, Office Efficiency Tools, etc.) for customers that are paying for support. Efforts include:
Contribute to, and follow, project plans regarding implementation efforts
Configuration of customizations as prescribed by technology consultant and advisor
Training of practice in order to be able to leverage tools going forward
Leading onboarding efforts when an advisor is first using a CRM
External partner management of onboarding action items
Internal coordination to make sure that implementation efforts are being executed on
Strong communication and expectation setting of deliverables and status to onboarding firms
Primary resource for tactical questions during statement-of-work
Shadow technology consultants to assist in conversations and learn from their experience; serve in a secondary capacity on project plans for engagements
Contribute to broader team initiatives (ideas and execution) as directed by senior team leadership
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.
1-3+ years client facing experience
Interest and alignment to our team values of Curiosity, Service-Mindset and Entrepreneurial Spirit with an eagerness to contribute and leave a lasting impact on a fast-growing team
Hands-on technology usage, client service, project coordination and/or training experience
Ability to learn and become an advanced user of Redtail, Wealthbox and Salesforce. Experience with these systems, especially in an administrative capacity
Strong communication skills, both written and oral
Strong analytical skills with a demonstrated ability to evaluate issues, and provide solutions, or in many cases, responses without defined solutions; data skills
Able to multi-task across different projects and client engagements
Data management/API experience
Experience with LPL Systems (ClientWorks), MoneyGuide, Morningstar, eMoney, RightCapital, Nitrogen (fka Riskalyze), Albridge, Black Diamond and/or Orion
Intermediate to Advanced skillset in Excel, with a comfort comparing and analyzing data sets
Financial services, Advisor Practice, Broker/Dealer, Financial Custodian and/or FinTech/SaaS Technologies experience
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!
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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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 (800) 877-7210.