Analyst, OPMG- Overlay Evolution & Development

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.

Job Overview:

The Analyst, OPMG - Overlay Evolution & Development 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.

What are we looking for?

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 equivalent industry experience
• 2+ years of experience working in the financial or technology industry.
• Experience with MS- Excel, Visio, PowerPoint
• Experience with JIRA/Confluence

Core Competencies:

• Knowledge of advisory managed accounts

• 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
• Excel Macros or SQL

Pay Range:
$29.51-$49.19/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!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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 a thriving business. 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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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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