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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 Digital Marketing Consultant will support financial advisors by implementing digital marketing strategies, managing content across various platforms, and measuring performance metrics to drive growth.

The Associate Lending Specialist supports Advisors with inquiries on secured credit accounts and margin products, ensuring an exceptional Advisor experience and managing client transitions.

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.

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 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.

As the Transition Support Partner, you'll train independent advisors transitioning to LPL Financial, ensuring smooth integration and effective use of LPL technology, while providing tailored support throughout the transition process.

Assist with onboarding foreign accounts, handle documentation, ensure compliance, maintain records, and provide support to clients and internal teams.

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.

The Associate Client Compensation Consultant manages projects for client compensation, supports operational functions, and enhances advisor experiences. Responsibilities include auditing, relationship management, and developing training plans.