Sr Analyst, Retirement Partners

Senior Retirement Analyst

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.

The Retirement Partners team within LPL's Wealth Management group is responsible for delivering a highly competitive set of retirement solutions for retirement and wealth advisors. The Senior Retirement Analyst is a key contributor within the Retirement Partners team. This role plays a critical part in executing strategy, platform oversight, and ongoing enhancements that drive advisor growth and improve the overall retirement plan offering.

Responsibilities:

• Responsible for executing Retirement Partners' plan platform oversight and implementation while providing thought leadership and expertise to our partners
• Subject matter expert for all aspects of the plan space; including but not limited to client agreements, workflow processes, continuous improvement and risk mitigation
• Engage with advisors to resolve setup and operational issues in a way that is inclusive to holistic wealth management business.
• Understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment
• Supportive and collaborative role with colleagues and leverage opportunities to increase individual knowledge about the retirement space in support of business initiatives and advisor/client success
• Jointly participate and lead in project & task assignments with other team members to gain experience in policies and procedures related to the facilitation of proposals, onboarding new business, and managing provider relationships in support of sales
• Assume responsibility of complex projects & tasks while developing fundamental concepts, practices and procedures
• Strong understanding of recordkeeper data and nuances across different platforms and industry products in the retirement plan space
• Maintenance of accurate and current documentation where appropriate and work with appropriate parties to ensure timely deliverables
• Pro-active communication with all responsible parties for updates and reporting
• Become accomplished in use of all relevant department tools and resources

The position requires a candidate with retirement operations and platform experience. The ability to execute initiatives in partnership with other teams across the organization is critical to the role.

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:

• Bachelor's degree or 3-5 years equivalent work experience
• Minimum 5+ years of previous experience in data management or analytics
• Retirement Plan industry designation or pursuing CPFA, AIF or equivalent
• MS Office, especially Excel, Access, Word, PowerPoint (CRM use a plus)

Core Competencies:

• Ability to partner closely and establish good working relationships for team projects and collaboration with other business units.
• A demonstrated ability to establish priorities and meet goals
• A passion for improving processes so they can be followed easily and lead to excellent results
• Detail oriented with strong analytical and strategic agility
• Goal-oriented, self-directed individual who can work independently and in a team setting.
• Communications skills both oral and written
• Customer service focus

Preferences:

• CRM systems (Dynamics, Sales Force…)
• Data systems (Tableau, Alteryx, SQL …)

Pay Range:

$61,903.00 - $ 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,…