Job Overview:

The Advisor & Institution Technology Consulting team is focused on providing guidance, support and solutions for technology tools that are leveraged by advisors, program managers, members, their staff and their investors.

Our mission is to help practices navigate the world of financial technology. We aim to positively impact practice efficiency, growth and satisfaction with their tech stack.

This important hire will focus on helping Advisors with the implementation and utilization of tools that are essential to the success of their relationships with their clients.

Candidates for this role must have a passion for, and interest in, the technology used by firms to support their practices (i.e. CRM, Financial Planning, Performance Reporting, Analytics, etc.). The role will work with many stakeholders, and requires a candidate to be able to think strategically and tactically to anticipate the tech needs of clients. Collaboration with external partners, as well as internal business, operations and technology groups, will be critical to ensure the needs of our advisors are met.

Responsibilities:

• Point person for technology software implementation (CRM, Financial Planning, Performance Reporting, Analytics, Office Efficiency Tools, etc.) for a subset of our Advisor base. Efforts include:
• Being a conduit between various stakeholders to provide an excellent implementation experience
• External partner management of onboarding action items, building tight partnerships along the way
• Internal coordination to make sure that implementation efforts are being executed on
• Strong communication and expectation setting of deliverables and status to onboarding firms
• Tightly coordinating with overall Transition Specialists regarding timing of efforts
• Educating advisors on both the implementation process, as well as general training on various home grown and third party advisor technology tools
• Ability to demonstrate LPL-based technology capabilities
• Construct project plans regarding implementation efforts
• Ongoing day-to-day support of, and guidance for, advisors and teams in regards to general servicing of ‘business as usual’ technology needs and questions
• Conduct conversations that focus on helping to build efficiencies for Advisors via technology
• Contribute to broader team initiatives (ideas and execution) as needed

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:

• Interest and alignment to our team values of Curiosity, Service-Mindset and Entrepreneurial Spirit
• 3 plus years client facing experience; consulting and/or training experience a strong plus
• Experience with LPL Systems, Salesforce, Redtail, Wealthbox, MoneyGuide, Morningstar, eMoney, RightCapital, Riskalyze, Albridge, Black Diamond and/or Orion preferred
• Strong communication skills, both written and oral, including public speaking
• Strong analytical skills with a demonstrated ability to evaluate issues, and provide solutions, or in many cases, responses without defined solutions
• Project management / multi-tasking skills across different projects
• Financial services, Advisor Practice, Broker/Dealer, Financial Custodian and/or FinTech/SaaS Technologies experience a plus
• Understanding of API/Data Sharing between firms a plus

Pay Range:

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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 (800) 877-7210.