Sr. Analyst, Product Delivery

San Diego, CA, United States

LPL Financial Recruitment Fraud Notice It has come to our attention that various individuals and organizations are offering false employment at LPL Financial. They may pose as a representative of the company or even impersonate an employee. While LPL Financial does engage a small number of Approved Staffing Agencies, they will never reach out via instant messaging services (such as Google Hangouts), or solicit personal or financial information from the job seeker. Scammers contact job seekers via unsolicited emails or texts and conduct job interviews via social media or instant messaging services (such as Google Hangouts). LPL Financial does not use these services and will only communicate with a job seeker from an email address ending in @lplfinancial.com. LPL Financial will only contact individuals who have already applied for a position at LPL Financial.

During a fraudulent interview, the scammer may try to solicit personal and financial information from the job seeker. Job seekers may also be sent checks by the scammer for the alleged purpose of setting up a remote office or equipment expenses. The checks are fraudulent. Please be advised that LPL Financial will never ask for payment to progress a job applicant.

Job applicants should be aware of these and similar tactics. When in doubt, please confirm if the position in question is posted online at or contact LPL Financial at (800) 877-7210. Additionally, you may report any suspicious recruiting activity to the FTC []. Thank you for your assistance. **Sr. Analyst, Product Delivery**

**Job ID:** R-020919 **Date posted:** 01/28/2022 **Primary Location** CA-San Diego **Other Locations** CA-Remote If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

**Job Overview:**

LPL Financial is seeking a strong applicant to join the Financial Solutions department to be part of our Advisor M&A team. The Advisor M&A team is in the process of constantly improving an end-to-end platform for our advisors to access during M&A transactions. The team also has a focus on ongoing development for programs directly supporting Buy-Side and Sell-Side advisors as they seek to grow or monetize their business through M&A. In this role, the Sr. Analyst will support communication management for M&A programs by supporting internal and external awareness efforts, assisting with and working with the team to develop content to support advisors M&A education and industry trends, as well as supporting the M&A team with some daily operational support for back-end operations.

**Responsibilities:**

* Facilitate program communication strategy for advisors and internal business partners

* Assist with the enhancement of LPLs internal library of acquisition strategy whitepapers and content

* Facilitate a customer feedback approach alongside the teams ongoing M&A program development, including strategic support of M&A portal enhancements

* Further assist the acquisition team in streamlining and developing scalable solutions to service the growing demands for advisor M&A activity

* Become a generalist in small business mergers and acquisitions and strategies

* Support Buy-Side and Sell-Side Advisor M&A Team with daily back-end operations (perform valuations, follow up with clients for deal status updates, support advisor intake conversations)

* Ability to think strategically and provide insights related to the advisor M&A market and overall industry trends

* Be able to present or speak in front of small audiences occasionally

* Support the development of our advisor technology portals with a strategic and customer-based lens feedback approach

We want **strong collaborators who can deliver a world-class client experience**. We are looking for people who thrive in a **fast-paced environment, are client-focused, team oriented**, and are able to execute in a way that encourages **creativity** and **continuous improvement**.

**Requirements:**

* BA/BS degree in Finance, Business, Economics, Communications (or a related discipline) preferred

* 2-5 years corporate finance, investment banking, private equity, or communications/program management experience preferred

* Effective communication, presentation, and writing skills; strong Excel and PowerPoint skills desired; experience with CRM tools such as Salesforce is a plus

**Preferences:**

* Ability to effectively manage multiple projects at one time, work within a team, take the initiative, show strong attention to detail, work comfortably with incomplete information, and deal with ambiguity in a fast-paced environment

* Self-driven individual with high level of motivation, positive attitude, commitment to excellence and integrity, and hunger to contribute to a growing team in a start-up-like atmosphere

****

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nations leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are**one team on one mission.** We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

!

We take social responsibility seriously.

Join the LPL team and help us make a difference by turning lifes aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

**Information on Interviews:**

LPL will only communicate with a job applicant directly from an **@lp****lfinancial.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 applicants bank or credit card. Should you have any questions regarding the application process, please contact LPLs Human Resources Solutions Center at (800) 877-7210.

#J-18808-Ljbffr