Succession Planning Analyst

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.

Do you have a passion for delivering innovative solutions and results for clients? Do you desire to positively impact thousands of financial advisors and help them plan for the future, protect their life’s work, and realize their legacy? In that case, we want to hear from you! Capital Partners & Client Solutions is a fast-growing division with an entrepreneurial spirit focused on delivering innovative, industry-leading services to help advisor practices grow, protect, and plan for their legacy.

The Succession Planning team delivers end-to-end legacy planning support for LPL's 32,000+ advisors. LPL's Capital Partners & Client Solutions group is seeking an Analyst to help deliver seamless Succession Planning Support offerings.

• Support succession service offerings and maintain/create efficient processes
• Manage succession planning project intake and workflows utilizing internal resources to ensure milestones are completed and advisor expectations are met
• Oversee escalations by both internal business partners and our advisors
• Understand continuity, succession, and corporate planning options to guide advisors to make educated decisions
• Support succession planning engagements with the ability to implement clear and concise strategies
• Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure
• Interface with business unit counterparts to address specific needs of advisors
• Ad-hoc analysis, financial data entry, and additional responsibilities as required
• Present new ideas as we expand and iterate on our product offerings

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.

• BA/BS degree in Business, Finance, or Economics (or a related discipline)
• 2+ years of wealth management, corporate finance, investment banking, or corporate development customer service
• Core Competencies:
  • Written and verbal communication skills, ability to synthesize complex processes and communicate into digestible messages, ability to present complex topics in an engaging way with partners and clients
  • Ability to execute strategies and track successful delivery.
  • Problem-solving skills, ability to analyze data, draw insights, and make data-driven decisions.
  • Ability to prioritize multiple tasks and pivot as needed.
  • Ability to work within a team, take the initiative, and show strong attention to detail.
  • Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment.
  • Self-driven individual with a high level of motivation.
  • Positive attitude with a commitment to excellence and integrity.

• Experience with CRM tools such as Salesforce
• Knowledge of financial concepts

$69,937.00 - $ 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.

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer…