Associate Analyst, Retirement Partners

lplfinancial; Fort Mill (SC); On-site; USD 29,000 - 48,000; Full time

Job summary

LPL Financial Holdings Inc. is seeking an Associate Analyst to support data management, analytics, and client-related processes in a fast-paced environment. The role emphasizes collaboration, accuracy, and initiative in handling proposals, onboarding, and vendor relationships.

The ideal candidate has a Bachelor's degree or equivalent experience, 2+ years in data analytics, and proficient MS Office skills. You will develop fundamental concepts and contribute to process improvements while

Qualifications

• Bachelor's degree or equivalent work experience is required.
• 2+ years of experience in data management or analytics.
• Strong MS Office proficiency (Excel, Word, PowerPoint) preferred.

Responsibilities

• Support and collaborate with more experienced colleagues on projects and tasks.
• Participate in project assignments related to proposals, onboarding, and provider relationships.
• Develop fundamental concepts, practices and procedures while handling less complex tasks.
• Research and resolve departmental issues to improve efficiency.
• Maintain accurate documentation and ensure timely deliverables.

Skills

Data analytics

Team collaboration

Problem solving

Education

Bachelor's degree or equivalent

Tools

MS Office

Excel

Word

PowerPoint

Job description

Job Overview

The ideal candidate will understand the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment. The Associate Analyst will support project & task assignments related to the facilitation of client mailings, block transfers, and data mining. They will regularly exercise excellent business judgment and research and resolve data issues.

Responsibilities

• The Associate Analyst role is to support and collaborate with more experienced colleagues and leverage opportunities to increase knowledge and responsibilities.
• Jointly participate in project & 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 equivalent work experience
• 2+ years of experience in data management or analytics

Preferrences

• Intermediate skills in MS Office, especially Excel, Word, PowerPoint (Access a plus)
• Project management experience highly desired

Pay Range

$20.85-$34.71/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.

For further information about LPL, please visit www.lpl.com.

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