Associate Analyst, Operations

Job Overview:

The Associate Analyst position in Client Compensation plays a role in support of several key areas across the Client Compensation team. The level of support across these areas will vary based on business need and as such she/he must be self-motivated and have the ability to work effectively with minimal supervision. The associate analyst is responsible for research, investigation, and analysis to proactively and reactively support our advisors receiving accurate compensation.

Responsibilities:

• Sort and model data, support process analysis/redesign and assist in project work.
• Communicate with others and balance workload in a dynamic environment to ensure tasks are completed accurately and timely.
• Perform complex data analysis, reconciliations and design/develop ad-hoc reports
• Interact with internal and external partners to ensure data accurately reflects reporting needs
• SME Data support to external organizations

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.

Requirements:

• 3+ years financial services Industry experience
• Working knowledge in process improvement methodology (Lean, Agile)

Core Competencies:

• High energy self-starter; must be able to take the initiative with minimal guidance and be comfortable working independently and as part of a team
• Excellent communication, organization, and time management skills, with ability to multi-task and manage multiple on-going assignments
• Strong quantitative and qualitative analytical skillset for with high attention to detail

Preferences:

• Experience in researching and processing commissions/accounting with internal and external audits (SOX, SSAE16, etc) preferred
• Microsoft Office Suite proficiency with advanced excel skills including formulas, Macros, and Pivot Tables.
• Oracle, SharePoint, Alteryx, BETA experience preferred
• 1+ years working in Data Analytics, Business or Technology analysis
• BA/BS in Business or equivalent experience

 

Pay Range:

$20.23-$33.71/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. 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!
 

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 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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 (855) 575-6947.

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