M&A Wealth Management Solutions Sr. Analyst

Job Overview :

The Investment Product Management team within LPL’s Wealth Management Solutions (WMS) group is responsible for delivering a highly competitive set of investment solutions across the brokerage and advisory platforms.

The S enior Analyst M&A Wealth Management Solutions position is focused on leading large M&A transitions across our Wealth Management ecosystem.

This role involves close collaboration with our partners within Wealth Management, including, but not limited to, Advisory Platforms, Investment Products, Research, and Strategic Partners.

We are seeking an energetic candidate with a financial services background who can think independently, thrive in a fast-paced team environment, and creatively problem-solve by connecting various thoughts, observations, and results to develop innovative solutions.

This role requires strong project and program management abilities coupled with strategical and execution skills. Due to our extensive recruiting efforts and diverse affiliation models, the individual must gain a develop a deep understanding of how all our investment offerings and advisory platforms serve each model.

Additionally, a candidate should be able to clearly articulate how each platform can address the unique business needs of each client.

Responsibilities :

Lead and drive projects, initiatives, decisions, and tasks forward.

Manage the interdependencies across WMS to ensure activities are prioritized and sequenced appropriately across internal and external stakeholders.

Drive forward multiple WMS workstreams / teams toward the successful on-time completion of key M&A integration activities.

Provide project leadership, oversight, governance and work across all levels of the organization to help manage and coordinate cross-functional execution teams.

Work closely with our Business Development team and Integration Management Office on recruiting opportunities on ways to leverage the platform as their assets move to LPL.

Quickly identify, develop mitigation, and implement remediation for emerging problems.

Thrive in a fast-paced team atmosphere with the confidence to adjust and adapt as priorities change.

Capture feedback from advisors, stakeholders and key partners, and translate into insights and recommendations on improving the platform.

Create dashboards, reporting and communications material to track progress, risks / issues, status, and business decisions.

Requirements :

Bachelor’s degree required; preferably in a financial-related discipline; MBA or other advanced degree preferred

3+ years financial services experience; investment product / platform experience preferred.

1 plus years experience on advisory platform and investment product landscape.

Core Competencies :

Platform management or operational experience associated with evaluating dynamic decisions and contributing towards recommendations that enhance the product offering.

Entrepreneurial perspective, self-starter, ability to work with minimal supervision.

Excellent project management / multi-tasking, problem solving, organizational, and prioritization skills

Demonstrated presentation and communication skills, both written and oral, with the ability to build, frame, and present deliverables on complex issues to various levels across internal and external stakeholders.

Highly organized with the ability to handle multiple projects and deliver quality outcomes.

Must demonstrate a strong business and financial acumen.

Employs a collaborative skill set with demonstrated ability to influence outcomes in a cross-functional, matrix organization.

Pay Range : $79,100.00 - $131,900.00

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!