Job Overview:
The Forms & Notifications team is dedicated to the creation and maintenance of advisor and end-investor forms; designing, programming, and testing forms within several applications at LPL; partnering with Technology and various third-party vendors to make forms available in a number of formats/locations to customers, including eSignature; working with business units, legal, compliance, and other stakeholders to ensure the forms are up to date and accurate.
An Associate Analyst's role on the Forms & Notifications team is to create and edit client-facing forms following our set design standards; gather and document business requirements for new forms and updates to existing forms; assist with data mapping and adaptive form authoring to align complex business rules to the appropriate form fields; support in UAT, test script creation, and troubleshooting; collaborate with various business units and form owners; and adhere to SLAs. This role participates in all aspects of the forms process, following documented procedures and design guidelines, with assistance from senior team members.
Responsibilities: - Creating and editing client-facing forms following our set design standards.
- Gathering and documenting business requirements for new forms and updates to existing forms.
- Assisting with data mapping and adaptive form authoring to align complex business rules to the appropriate form fields.
- Helping to extract data and running various queries analyzing trends.
- Assisting in user acceptance testing (UAT), test script creation, and troubleshooting.
- Assisting and participating in projects and business process meetings to establish form requirements in LPL-standard formats.
What are we looking for? 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 .
Requirements: - Bachelor's degree from an accredited college or university OR 1+ year of relevant working experience
- Experience with Adobe Products
- Proficient in Microsoft Office products
Core Competencies: - Strong analytical skills, attention to detail with a keen eye for design, and strong written and oral communication skills
- Ability to interact effectively with business partners across the firm and all levels of management
- Strong organizational and time management skills, and the ability to manage multiple high-priority assignments simultaneously
- Skilled in critical thinking and a proactive approach to learning and solving problems
- Goal-oriented and self-directed, with the ability to work independently and in a team setting
Preferences: - Experience working as a graphic designer, business analyst, data analyst, or junior Project Manager (PM)
- Experience with AEM Forms Designer/AEM Forms (cloud service)...Adobe Acrobat Pro would be a plus
- Experience with eSignature/DocuSign/Adobe Sign
- A strong technical background and familiarity with learning new systems
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.
Want to hear from our employees on what it's like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here!
Want to see info on our benefits? Learn more here.
Pay Range: $21.63-$36.06/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) 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 institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
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.
For further information about LPL, please visit
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 .
EAC1.22.25
Never miss an opportunity! Create an alert based on the job you applied for.
