Job Overview:The Annuity Conversions team provides subject matter expertise and operational leadership for complex business transformations, partnering closely with carrier partners, financial advisors, service organizations, relationship managers, product leaders, technology teams, and external industry organizations. Its responsibilities include developing scalable operational processes, managing data and platform integrations, overseeing business readiness and change management activities, and ensuring the delivery of compliant, efficient, and advisor-centric solutions.
With deep expertise in annuity operations, investment products, workflow design, and enterprise change management, the team enables strategic growth initiatives while reducing operational risk and improving service experiences for advisors and clients. Through continuous process improvement, training development, governance, and cross-functional leadership, the team helps accelerate adoption of new capabilities and supports the successful execution of LPL's investment product strategy.
The day in the life of a Conversion Sr. Analyst is fast paced, ever changing, exciting and full of opportunities to learn. Candidates interested in joining this team will need to learn about all aspects of our products and must be able to work with numerous business units across the firm. As we support the overall growth at LPL we need the support of an individual in this role who will be heavily involved and focused on supporting curated product shelf review, analysis and mapping execution, critical to the evaluation and diligence process for large deals.
Responsibilities:- Review, compare and evaluate the product shelf available at enterprise/institution prospects to identify overlap and gaps compared to LPL's product
- Collaborate across multiple functions and channels, building effective business partnerships and relationships amongst teams across the firm
- Communicate and share out findings of product mapping efforts, providing suggested solutions and/or informing conversations to address meaningful and impactful gaps
- Thriving in a fast paced team atmosphere with the confidence to adjust and adapt as priorities change.
- This position is based in either San Diego, CA or Fort Mill, SC. This position reports to VP, Annuity Product Management
- Build out of communications, manage internal and external relationships, and help align strategies across groups.
- Assist with recruiting, onboarding, and supporting transition teams through presentations, training, collateral and individual communications.
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:- 1-2 or more years of professional experience in the financial services/brokerage industry, preferably with knowledge about the annuity and insurance industry
Competencies:- Clear, effective verbal and written communication skills including the ability to actively listen, problem solve, collaborate and work effectively with business partners across the entire organization
Preferences:- Bachelor's degree preferred.
- Demonstrated knowledge of LPL platform, products and services preferred.
Pay Range: $81,473.00 - $135,857.00
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!
