Job Overview:

The Retirement Partners team within LPL’s Wealth Management (WM) group is responsible for delivering a highly competitive set of retirement solutions for retirement and wealth advisors. The Retirement Analyst plays a key role within the Retirement Partners team, supporting the development, management, and continuous enhancement of individual retirement platforms.

Responsibilities

• Support the growth and ongoing management of the individual retirement platforms working in collaboration with cross functional departments
• Regularly exercise excellent business judgment and research and resolve operational issues
• Enable continuous improvement & oversight of core functionality for the custodial retirement accounts
• Engage with advisors to resolve setup and operational issues in a way that is inclusive to holistic wealth management business.
• Exhibit understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment
• Support and collaborate with colleagues and leverage opportunities to increase individual knowledge about the retirement space in support of business initiatives and advisor/client success
• The position requires a candidate with retirement operations and platform experience. The ability to execute initiatives in partnership with other teams across the organization is critical to the role.
• Jointly participate in project, oversight & task assignments with other team members to gain experience in policies and procedures related to the facilitation of proposals, onboarding new business, and managing provider relationships in support of sales
• Assume responsibility of less complex projects & tasks while developing fundamental concepts, practices and procedures
• Regularly exercise excellent business judgment; research and resolve departmental issues that increase efficiency
• Maintenance of accurate and current documentation where appropriate and work with appropriate parties to ensure timely deliverables
• Pro-active communication with all responsible parties for updates and reporting
• Become accomplished in use of all relevant department tools and resources

What are we looking for?

We92re 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:

• Bachelor92s degree or 3-5 years equivalent work experience
• Minimum 2+ years of previous experience in data management or analytics
• Progress or Interest in pursuing CPFA, AIF or equivalent designation
• Intermediate skills in MS Office, especially Excel, Access, Word, PowerPoint (CRM use a plus)

Core Competencies:

• Ability to partner closely and establish good working relationships for team projects and collaboration with other business units.
• A demonstrated ability to establish priorities and meet goals
• A passion for improving processes so they can be followed easily and lead to excellent results
• Self-motivated team player
• Detail oriented with strong analytical and problem solving skills
• Goal-oriented, self-directed individual who can work independently and in a team setting.
• Good communications skills both oral and written
• Must have a strong customer service focus

Preferences:

• CRM systems (Dynamics, SalesForce85)
• Data systems (Tableau, Alteryx, SQL 85)

Pay Range: