Legacy Planning Analyst for Advisor Growth

LPL Financial; Fort Mill (SC); On-site; USD 70,000 - 116,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an Analyst for the Capital Partners & Client Solutions group to support Succession Planning for thousands of advisor practices. You will help deliver end-to-end services, manage project intake, and coordinate with internal partners and advisors to ensure timely milestones.

Typical responsibilities include process optimization, data analysis, and communicating findings to stakeholders while leveraging technology to scale operations across the network of 32,000+ advisors.

Qualifications

• BA/BS in Business, Finance, or Economics or related discipline.
• 2+ years in wealth management, corporate finance, investment banking, or corporate development customer service.

Responsibilities

• Support succession service offerings and maintain/create efficient processes
• Manage succession planning project intake and workflows utilizing internal resources to ensure milestones are completed and advisor expectations are met
• Oversee escalations by both internal business partners and our advisors
• Understand continuity, succession, and corporate planning options to guide advisors to make educated decisions
• Support succession planning engagements with the ability to implement clear and concise strategies
• Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure
• Interface with business unit counterparts to address specific needs of advisors
• Ad-hoc analysis, financial data entry, and additional responsibilities as required
• Present new ideas as we expand and iterate on our product offerings

Skills

Communication skills

Data analysis

Prioritization

Teamwork

Problem solving

Education

BA/BS in Business, Finance, or Economics

Tools

Salesforce

Job description

LPL Financial is seeking an Analyst for the Capital Partners & Client Solutions group to support Succession Planning for thousands of advisor practices. You will help deliver end-to-end services, manage project intake, and coordinate with internal partners and advisors to ensure timely milestones.

Typical responsibilities include process optimization, data analysis, and communicating findings to stakeholders while leveraging technology to scale operations across the network of 32,000+ advisors.