Search the 121 jobs at LPL Financial

The Associate Financial Advisor II helps clients achieve financial goals by providing personalized services and developing investment strategies. Responsibilities include analyzing client data, creating financial plans, managing client communications, and adhering to compliance requirements. This role involves building client relationships and supporting team productivity.

The EVP, Wealth Planning at LPL Financial will lead the Wealth Planning experience and a team of over 85 professionals. Responsibilities include driving strategic initiatives, managing client and advisor relationships, evolving service offerings, and enhancing operational processes to support wealth management.

The AVP Data Product Analyst at LPL Financial will be responsible for shaping the strategic data foundation by connecting business owners with technology teams. This role involves managing data quality, developing data solutions, and ensuring alignment of data models while collaborating with various teams to improve data governance and quality processes.

The Associate Vice President of Workforce Management at LPL Financial will oversee workforce management software, manage workforce resources effectively, make recommendations for business improvements, and ensure high service standards across the firm. Responsibilities include forecasting and scheduling, analyzing performance metrics, and leading process improvements.

Seeking an Assistant Vice President to join the Strategic Partners team within LPL Wealth Management Solutions. Responsibilities include relationship management with product partners, business planning, project leadership, and strategic thought leadership to support advisors and product partners.

The Senior Communication Consultant at LPL Financial is responsible for managing knowledge content to enhance customer service experience. This role involves writing, editing, and publishing content across platforms, collaborating with various departments, and leveraging analytics for content improvement. The consultant will act as a Subject Matter Expert and participate in User Acceptance Testing.

The Recruiting Coordinator at LPL Financial will manage interview scheduling, coordinate logistics for virtual and in-person meetings, support the recruitment team with administrative tasks, and enhance the candidate experience through effective communication and feedback management. The role involves working closely with recruiters and other teams to refine processes and ensure successful onboarding for new hires.

The Payroll Specialist will process bi-weekly payrolls accurately for multiple states using ADP Enterprise and will manage time, attendance, and reporting in Workday. Responsibilities also include handling garnishments, W-4 changes, audits, and responding to employee inquiries regarding payroll and taxes.

The AVP, Product Management will work on the ClientWorks Platform, gathering advisor needs, defining product roadmaps, developing metrics for success, and enhancing user experience through collaboration and innovative thinking. Responsibilities include project management, user story writing, and interfacing with cross-functional teams.

The EVP of Strategy & Initiatives at LPL Financial will develop and execute the firm's corporate strategy, focusing on monetization and investor experience. They will collaborate with leadership, assess industry trends, and translate strategy into actionable plans, fostering a culture of strategy-driven results across the organization.

The VP, Principal Software Engineer will lead the development of technology solutions that meet business requirements, focusing on building and optimizing data pipelines, implementing secure systems, and collaborating with various teams to ensure project success.

The VP of Product Management at LPL Financial is responsible for defining the product strategy and vision for account opening and maintenance platforms, leading the development and execution of product initiatives, and ensuring long-term value creation. This role involves collaborating with cross-functional teams, conducting market research, and staying informed on industry trends and regulatory changes.

The Sr. Engineer, Cloud will manage and migrate a large number of mailboxes to Microsoft 365 and oversee the company’s messaging infrastructure, ensuring compliance and providing automation solutions. The role involves collaboration across teams and includes on-call support for critical incidents.

As a Sr Analyst for Incentive Compensation, you will manage sales compensation processes, ensure data accuracy, provide communications to sales employees, analyze compensation metrics, and support the development of incentive plans aligned with corporate goals. You will also need to collaborate with cross-functional teams and handle special projects related to compensation processes and improvements.

The Senior Advisor Communications & OBA Supervisory Principal will review and approve marketing materials and other communications, assess Outside Business Activity and Private Securities Transaction requests, and consult with financial advisors on compliance matters. Responsibilities include ensuring adherence to policies, educating team members, and managing research and regulatory inquiries.

The Senior Regional Supervisory Principal is responsible for overseeing HOS advisors and OSJ managers, resolving complex issues, and ensuring compliance with industry regulations. The role involves maintaining relationships with financial advisors and providing guidance to help them run compliant businesses.

The Manager, Tech Support will co-manage a team of service professionals to support technical inbound calls, enhance operations, and implement improvements. Responsibilities include staff management, training, performance reviews, and ensuring compliance while driving employee satisfaction and operational excellence.

The Engineer for Exchange and M365 will plan, design, and manage the Messaging and M365 infrastructure at LPL Financial. Responsibilities include migrating mailboxes, engineering M365 messaging components, providing technical support during migrations, and documenting procedures. The role requires strong collaboration with teams to ensure minimal disruption during transitions.

The eComm Supervision Analyst will manage the firm's electronic communication supervision program, analyzing reports, reviewing communications and social media profiles, and supporting compliance tasks to mitigate risks. Responsibilities include making recommendations for supervision processes and collaborating with offshore teams while presenting findings to senior management.

Lead the Advisor M365 Cloud team, managing engineers in the planning, design, and management of Messaging and Collaboration tools. Responsibilities include driving migration from on-premises to Exchange Online, collaborating on roadmaps, and managing critical incidents.