Analyst, OPMG- Overlay Evolution & Development

Analyst, OPMG- Overlay Evolution & Development

Are you interested in being part of a team that is working to transform and do things differently? Do you enjoy doing impactful work while meeting critical timelines? Are you interested in working on meaningful projects? Do you want to work with innovative technology? 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:

The OED Analyst oversees small-to-medium-scale projects for the Overlay Portfolio Management Group. This will include but is not limited to maintaining advisory product backlogs, working closely with Technology, Product and Vendors to prioritize and communicate business needs, testing functionality of the trading platforms, and analyzing business processes and systems to identify areas for improvement and optimization.

Looking for a confident individual with effective communication, problem-solving, critical-thinking skills, and a desire to work closely with a team of professionals in a fast-paced environment. We are committed to developing an innovative team working closely together to design and build technology solutions that fuel the company’s long-term vision of operational excellence.

Duties and Responsibilities:

Provide project management support by tracking project timelines, coordinating with Product, Technology and QA teams, ensuring tasks are completed on schedule.

Represent the business in design reviews of small to medium scale projects and provide input on requirements, product design, and potential problems.

Collaborate closely with OPMG leadership and team members to better understand the product requirements or in case the design requires any kind of modifications.

Analyze business processes and systems to identify areas for improvement and optimization.

Lead backlog grooming sessions ahead of sprint planning/vendor releases.

Help establish and maintain the Product Roadmap.

Coordinate end-user validation and provide support during the software development lifecycle.

Develop training materials and documentation for internal teams or external users to ensure effective use of products offered on our platforms.

Assist with testing of new features, identifying and documenting bugs, usability issues, and edge cases that require attention.

Build high-quality PowerPoint presentations for various audiences, including internal stakeholders and external clients.

Provide timely and concise information communication to all appropriate internal and external stakeholders through various communication channels.

Requirements

Excellent communication and collaboration skills

Bachelor’s degree or equivalent industry experience

2+ years of experience working in the financial or technology industry.

Strong analytical, problem-solving, and critical-thinking skills.

Knowledge of advisory managed accounts

One Saturday a month availability for code deployments

MS- Excel, Visio, PowerPoint Proficient

Knowledge of JIRA/Confluence

Core Competencies:

Possess aptitude for prioritizing, multitasking, and thriving in a fast-paced environment.

Ability to meet strict deadlines with minimal supervision.

Great organizational skills and a detail-oriented mindset.

Desire to learn and grow as well as help others learn and grow.

Experience in portfolio management and securities trading operations.

Experience in Quality Assurance and Control, QA/QC Testing, and Operational improvement and control

Ability to collaborate effectively with cross-functional teams.

Preferences:

BETA

Lucid or Visio

Excel Macros or SQL

FINRA Licenses (or willingness to obtain): Series 7, 63/66

Pay Range: $28.79-$43.18/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 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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s 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.

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Join the LPL team and help us make a difference by turning life’s 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 @lplfinancial.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 applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at .

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