Senior Onboarding Analyst

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The Private Trust Company (PTC) is an affiliate of LPL Financial LLC, a dynamic and fast-growing national trust company headquartered in Cleveland, Ohio. We specialize in helping families protect, preserve, and transfer wealth across generations, charitable organizations, and communities. With a collaborative, open-architecture investment model, we work alongside clients’ trusted professionals to deliver tailored solutions.

As a non‑depository bank regulated by the Office of the Comptroller of the Currency (OCC), PTC combines the stability of a federally chartered institution with the agility of an entrepreneurial team. We’re on an ambitious growth path – aiming to double our business in three years and triple it within five – making this an exciting time to join and grow with us.

We are seeking a detail-oriented and solution-driven Lead Onboarding Analyst to join our team. This role will primarily be responsible for onboarding new Trust accounts and supporting a team during the first months of a new relationship. The ideal candidate thrives in a fast‑paced environment, is eager to learn, and is committed to maintaining high standards of quality and integrity.

• Implement a consistent communication and follow‑up plan with Advisor Teams and end clients throughout the onboarding process
• Prepare, distribute, and track all forms and related documentation associated with new accounts
• Perform AML screening activities in connection with new client onboarding
• Open new client accounts on the PTC trust accounting system
• Open new client accounts on the LPL brokerage system
• Perform reconciliations of trust assets upon funding
• Track onboarding processes, communications, and completion of all associated workflows
• Coordinate the establishment of online client access for new and existing relationships
• Work closely with prior custodians and trustees to facilitate transfer of information, documentation, and assets
• Monitor accounts from acceptance through funding, escalating issues as necessary
• Mentor onboarding analysts
• Interact with clients and client service providers
• Handle client requests
• Prepare management reports and spreadsheets
• Execute ad hoc projects

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.

• 2 to 3 years of experience in an onboarding role in the trust, legal, brokerage, investment, or accounting fields

• Strong Microsoft Office and general computer skills
• Detail-oriented, self‑starter with excellent customer service, communication, and follow‑up skills

• Bachelor’s degree preferred

$20.16–$33.59 per 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 401(k) 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!

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, LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.

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 thriving businesses. 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.

LPL will only communicate with a job applicant directly from an  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.

EOE. EAC
1.22.25

Mid‑Senior level

Full‑time

Business Development and Sales