Jobs at LPL Financial

The Senior Financial Representative will provide investment solutions, maintain client relationships, implement financial planning, sell investment products, and ensure compliance for a book of 120,000 clients.

The AVP, Strategic Initiatives will analyze data, lead cross-functional teams, and develop strategic recommendations to drive key initiatives and improve advisor experience at LPL Financial.

The Marketing Analyst supports financial advisors with marketing strategies, education, and execution while delivering tailored advice and education. They serve as a resource for marketing questions, connect advisors with tools and insights, and contribute to scalable marketing solutions including AI-enabled content and strategies.

The VP, Data Product Owner leads the product lifecycle for advisor data, focusing on data modeling, quality, and AI enablement, while ensuring compliance and adopting frameworks for scalable data processes.

The VP of Product Management for Business Management Reporting leads strategy, roadmap, and delivery of enterprise reporting capabilities, ensuring scalable and AI-enabled insights while managing cross-functional teams.

Lead the end-to-end Microsoft 365 digital workplace experience, managing product lifecycle and a team of product managers, ensuring advisor productivity and compliance across platforms.

The Senior Analyst supports regulatory trade reporting and compliance, ensuring accurate data reporting, conducting quality control, analyzing data, and enhancing reporting processes.

The Executive Administrator provides comprehensive administrative support to executives, managing schedules, travel arrangements, and expenses while ensuring efficient office operations.

Lead product strategy for advisor-facing AI, overseeing the end-to-end product lifecycle, from design to enterprise adoption while ensuring compliance and integrating AI solutions across various financial services.

Design and implement AI solutions on the LPL Data Experience platform, focusing on data governance, exception tracking, and reconciliation processes, utilizing AWS, Python, .NET Core, and Angular.

The Senior Advisor Communications & OBA Supervisory Principal reviews marketing materials and outside business activity requests, ensuring compliance with policies and regulations, while advising financial advisors and participating in department initiatives.

Assist senior marketing consultants in executing digital and traditional marketing strategies across social media, email, SEO, and websites to support LPL advisors.

The Document Imaging Services Specialist is responsible for scanning, indexing, and quality control of financial documents, ensuring their integrity within the digital imaging system. Duties include operating scanners, performing quality assurance, and collaborating with departments for document retrieval.

As an Associate Financial Advisor, you will support experienced advisors in developing comprehensive financial plans, client relationships, and investment strategies while adhering to compliance requirements.

Lead LPL's securities lending operations by developing strategic initiatives, ensuring compliance, and overseeing daily operational activities across multiple teams.

This role leads sales by recruiting premium financial advisors, managing long sales cycles, strategizing with the BD team, and improving recruitment practices while traveling 60% of the time.

The SVP, Head of Client Compensation at LPL Financial leads advisor compensation transformation, oversees key operational teams, manages compliance, and drives process improvements for client experience.

The VP, Software Development Manager leads software engineering teams, focusing on developing financial transaction solutions, managing workflows, and ensuring product delivery meets quality and compliance standards.

This role involves financial analysis, modeling, due diligence for M&A transactions, collaborating with various departments, and preparing management reports.

The Manager of Client Compensation leads a team of 10-12 staff, focusing on advisor support, team development, process improvement, and departmental projects to enhance client experiences.