Sr. Specialist - Succession and M&A Consultant

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have a passion for delivering innovative solutions and results for clients? What if you could positively impact financial advisors and help them plan for the future, protect their life’s work, and realize their legacy? If you're ready to take the next step, discover what’s possible with LPL Financial

Job Overview:

This role will support and help execute end-to-end legacy planning and M&A support for LPL’s new affiliation model. We are seeking a Senior Analyst to help deliver seamless succession planning and M&A offerings. This individual will be a leader in advocating for proper succession planning and M&A best practices to help advisors grow and protect their legacy.

Responsibilities:

LPL's Business & Lifecycle 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. This individual will be supporting a new affiliation model aimed at driving advisor growth.

• Work with the advisor support team to assist advisors with succession and protection planning

• Understand continuity, succession, M&A, and corporate planning options to guide advisors to make educated decisions

• Help streamline our operational model and processes to provide succession support at scale

• Support M&A process following advisor death/disability events

• Utilize internal resources to ensure milestones are completed, and advisor expectations are met

• Interface with business unit counterparts to address specific needs of advisors

• Help advisors navigate LPL’s M&A and succession planning offerings

• Deliver advisor book valuations to help them understand the value of their business

• Service design to turn complex processes into a seamless experience for clients at all levels of expertise

• Support reporting and analysis to drive advisor business decisions

• Support escalations by both internal business partners and our advisors

• Ad-hoc analysis, financial modeling, and additional responsibilities as required

• Support presentation of program KPIs and insights to Executive leadership

• Be able to present new ideas as we expand and iterate on our product offerings

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• BA/BS degree in Business, Finance, or Economics (or a related discipline) or related work experience

• 2+ years of succession planning, M&A, and/or wealth manage practice management

• Experience with Salesforce and SharePoint

• Advanced Excel modeling

Core Competencies:

• Ability to execute strategies and track successful delivery

• Excellent problem-solving skills, ability to analyze data, draw insights, and make data-driven decisions

• Excellent written and verbal communication skills, ability to synthesize complex issues and communicate into digestible messages, ability to present complex topics in an engaging way with partners and clients

• Ability to engage in Executive and Leadership level discussions in an informative and concise manner

• Strong knowledge of business valuations and financial concepts preferred

• Ability to work within a team, take the initiative, and show strong attention to detail

• Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment

• Positive attitude, commitment to excellence, and integrity

• Self-driven individual with a high level of motivation

• Positive attitude with a commitment to excellence and integrity

#LI-PA

 

Pay Range:

$78,900-$131,500/year
 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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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