Senior Analyst, Vendor Management (Field Management)

LPL Financial; Fort Mill (SC); Presencial; USD 72 000 - 120 000; Tempo integral

Resumo da oferta

LPL Financial is seeking a Senior Analyst, Vendor Management to support the Field Management team. You will collect vendor due diligence information for practices in the pipeline and interface with advisors post-conversion to gather deeper data.

You’ll coordinate with internal partners on short- and long-term vendor approaches, oversee interim billing, and partner with Strategic Sourcing & Procurement to ensure smooth transitions and a scalable vendor-management strategy.

Qualificações

• 3+ years of experience working within the wealth management industry.
• Bachelor’s Degree (or equivalent experience).
• 3+ years of experience working utilizing MS Office.

Responsabilidades

• Work with internal partners to collect vendor due diligence information for practices in the pipeline.
• Interface with advisors and staff of recently acquired practices to gather more in-depth vendor due diligence information.
• Coordinate meetings with internal partners to determine short-term and long-term approaches for each vendor.
• Manage short-term payment needs by taking over billing on behalf of the acquired practices and ensure adherence to budget.
• Partner with Strategic Sourcing & Procurement on project management to execute short-term and long-term vendor approaches.
• Build strong relationships with internal business partners, advisors and staff to inform a scalable vendor-management strategy.
• Act as an advocate for the advisors and staff and help ease administrative and operational burden.

Conhecimentos

Wealth management experience

MS Office proficiency

Communication skills

Formação académica

Bachelor's Degree (or equivalent experience)

Ferramentas

Smartsheets

Confluence

Jira

Descrição da oferta de emprego

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 Senior Analyst, Vendor Management role is part of LPL’s Field Management team. Field Management provides end-to-end leadership support to employee advisors and staff, managing personnel, practices, and properties in order to drive growth and retention. As part of the Field Management team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they can take care of their clients.

As Senior Analyst, Vendor Management, you will have responsibility for ensuring that our advisors and staff have the work environments and resources they need to be successful. Your primary focus will be on vendor management for recently acquired advisor practices – you will help to ensure a smooth integration with LPL.

Responsibilities

• Work with the internal partners to collect vendor due diligence information for practices in the pipeline
• Interface with advisors and staff of recently acquired practices (post-conversion) to gather more in-depth vendor due diligence information
• Coordinate meetings with internal partners to determine the short-term (pre-conversion) and long-term approaches (post-conversion) for each vendor
• Manage short-term payment needs by taking over billing on behalf of the acquired practices; ensure adherence to budget through consultation with Field Management leadership
• Partner closely with Strategic Sourcing & Procurement team on project management, ensuring that they have what they need to execute on the short-term and long-term approaches for each vendor
• Build strong relationships with internal business partners, advisors and staff, gathering learnings to inform the build-out of a coordinated vendor management strategy that future hires can follow
• Act as an advocate for the advisors and staff, keeping their needs front-and-center and executing on LPL’s commitment to ease the administrative and operational burden placed on them

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

• 3+ years of experience working within the wealth management industry
• Bachelor’s Degree (or equivalent experience)
• 3+ years of experience working utilizing MS Office

Core Competencies

• An entrepreneurial drive and a do-what-it-takes attitude; proven ability to navigate large organizations
• Excellent communication skills, with the confidence and ability to interface with diverse groups of people and navigate challenging situations

Preferences

• Previous experience utilizing Smartsheets, Confluence, and Jira
• Experience working on a project team and meeting project timelines with competing priorities
• Self-starter with a demonstrated ability to multi-task and prioritize workload
• Strong attention to detail

Pay Range

$72,100.00 - $120,201.00

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!

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

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 (855) 575‑6947.