Analyst, Retirement Partners

LPL Financial; Boston (MA); On-site; USD 91,951,000 - 153,241,000; Full time

Job summary

LPL Financial in Boston, MA, is seeking a Retirement Analyst to support the Retirement Partners team. You will assist in developing and managing retirement platforms, collaborating with cross-functional peers to deliver reliable solutions for retirement and wealth advisors.

The role requires 2+ years in data management or analytics, a Bachelor’s degree or equivalent, and progress toward CPFA or AIF. Proficiency in MS Office and CRM systems such as Dynamics or Salesforce is preferred.

Qualifications

• Bachelor’s 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).

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.

Skills

Data management

Analytics

Cross-functional

MS Excel

CRM systems

Education

Bachelor's degree or equivalent

Tools

Dynamics CRM

Salesforce

Tableau

Alteryx

SQL

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

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?

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

• Bachelor’s 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, SalesForce…)
• Data systems (Tableau, Alteryx, SQL …)

Pay Range

$32.09-$53.48/hour

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.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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 the LPL team and help us make a difference by turning life’s aspirations into financial realities. 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 [phone].

EAC 5.19.26