Senior Analyst, Investment Research - Multi-Asset Strategy
LPL Financial LLC
LPL Financial LLC is seeking a Senior Analyst to join its Investment Research department in Fort Mill, South Carolina. This role involves key responsibilities in the Outsourced Chief Investment Officer program, including investment analysis and asset allocation. The ideal candidate will have a Bachelor’s degree, over 4 years of experience in investment research, and strong communication skills. The position offers competitive compensation, along with a comprehensive benefits package including 401K matching and employee stock options. #J-18808-Ljbffr LPL Financial LLC
$72.1k - $120.2k
Job Overview The Senior Analyst, Branch Operations role is part of LPL’s... ...advisor and staff communication strategy for sites in the corporate... ...to detail; strong ability to multi‑task and prioritize workload.... ...trillion in brokerage and advisory assets on behalf of 8 million...SeniorAssetTemporary workWork at officeWork from homeHome office$91.67k - $152.85k
Job Overview The Senior Analyst, Transformation Strategy will play a highly visible role on the Transformation Office team supporting the Technology & Product transformation, with a focus on the build out and execution of our Global Resource Strategy. This role partners...SeniorWork at office$74.98k - $125.04k
Job Overview Senior Analyst plays a critical role in supporting the Regulatory Trade Reporting... ...Partner with Analysts and Management to research and explain reporting anomalies. Provide... ...report generation. Ability to prioritize and multi‑task in a deadline‑driven environment....Senior$128.75k - $214.65k
LPL Financial LLC is seeking a Vice President, People M&A Lead. This senior role involves owning the People M&A strategy and leading integration for acquisitions of all sizes. The ideal candidate has over 10 years of HR leadership experience and a proven track record in...Senior- ...Management in Identity & Access Management (IAM) to drive product strategy and lead high-impact initiatives. This role requires expertise... ...user experience to influence enterprise priorities and guide investment decisions. The ideal candidate will possess over 10 years of...Senior
- LPL Financial LLC in Charlotte, Texas, seeks a Senior Vice President, People Business Partner to partner with the CIO and drive meaningful... ...a strong track record in advising leaders, implementing talent strategies, and leading change within a complex organization. An...Senior
- LPL Financial LLC is seeking a Sr. Analyst for Growth and Advisor Enablement in Charlotte, Texas. This role supports initiatives to enhance the use of annuity and insurance products by developing training materials and analyzing performance data. The successful candidate...Senior
$62.73k - $104.55k
...such as alternative investments, structured products,... ...activity and work with a Senior Analyst or Manager on... ...with the work schedule. Multi‑tasking, strong attention... ...systems and strategies for effective supervision... ...brokerage and advisory assets on behalf of about 8million...AssetFlexible hours- LPL Financial LLC is seeking a Senior Analyst to support the Regulatory Trade Reporting team. This role involves preparing daily regulatory reports and collaborating with various teams to ensure compliance. The ideal candidate has over 5 years of Broker-Dealer Operational...Senior
$106.1k - $176.9k
Job Overview As a Senior Full‑Stack Software Engineer, you will contribute to the design, delivery, and support of modern, cloud‑native... ...Kubernetes. Experience in financial services, wealth management, or asset management environments. Exposure to reporting or data...SeniorAsset- LPL Financial LLC is seeking an AVP for the Research Experience team. This role leads the Ask LPL Research function and ensures high-quality advisor support through market insights and guidance. The ideal candidate will have 3-5+ years in financial services and excellent...
- LPL Financial LLC in Charlotte, Texas, is seeking a Principal Business Information Security Officer to manage the security needs of their advisors and clients. The role involves collaborating with stakeholders to ensure security while driving innovation. The ideal candidate...SeniorFull time
- LPL Financial LLC is seeking a dedicated Financial Planning & Analysis professional in Charlotte, Texas. In this role, you will lead financial analysis, forecasts, and reporting to support management decisions. You will work with cross-functional teams to deliver effective...Senior
$135.96k - $226.6k
...Business Management Reporting (BMR) owns the strategy, roadmap, and delivery of enterprise... ...AI‑enabled insights. Own and manage the multi‑year BMR product roadmap, prioritizing initiatives... ...reliable data pipelines, governed data assets, and a reusable semantic layer aligned to...Asset$80.75k - $134.52k
...helping clients pursue their financial goals. Job Overview The Sr. Analyst, Growth and Advisor Enablement supports the execution of... ...practices. Working closely with cross-functional partners and senior team members, the Sr. Analyst helps translate product features...Senior$70k - $93k
...leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the...AssetFull time- LPL Financial LLC is seeking a Senior Analyst, Transformation Strategy to support the Technology & Product transformation. This highly visible role will analyze complex problems, develop strategic recommendations, and help execute key initiatives. The ideal candidate will...
$21 - $34.96 per hour
...precision and accuracy, ensuring accurate and timely payments flow to financial advisors and their firms. Own and supervise firm-wide, multi-department projects to build or enhance experience workflows related to the department. Proactively review audit controls to...Hourly pay- LPL Financial LLC is seeking an experienced Senior Vice President for Workforce Transformation. This critical role will lead efforts... ...our workforce for enterprise transformations through innovative strategies such as AI and automation. Key responsibilities include developing...Senior
$112.48k - $187.46k
...recovery efforts during major incidents while driving high-quality outcomes. You'll collaborate across teams to improve recovery strategies, readiness, and operational practices, ultimately enhancing stability and resilience for advisors and investors. Ideal candidates...Senior- ...Manager to join their Enterprise Architecture organization. In this senior leadership role, you will oversee the development of high-impact solutions in alignment with the company's business strategy. The ideal candidate will have over 10 years of experience in architectural...Senior
- LPL Financial LLC is seeking a Senior Analyst, Branch Operations, to provide leadership support through effective management of personnel... ...managing inventory, and aligning with corporate real estate strategies. The ideal candidate should have a strong background in client...SeniorWork at office
- LPL Financial LLC is looking for a Senior Penetration Tester to join their Cyber Security team. This role involves conducting advanced... ...in identifying vulnerabilities and providing remediation strategies in collaboration with various stakeholders. With 8+ years of relevant...Senior
$76.84k - $128.13k
Overview Senior Marketing Consultant - LPL Financial Managed Program Marketing The role... ...develop a cohesive approach to integrate investment services within existing marketing... ...marketing calendar that reflects the program strategy and utilizes a library of pre‑approved content...Senior$192.1k - $320.23k
...Overview The VPII, Architecture Manager is a senior leadership role within LPL’s Enterprise... ...architectures aligned to LPL’s business strategy. Responsibilities Build, lead, and... ...standards, reference architectures, and reusable assets that accelerate delivery while ensuring...AssetWork from homeShift work$119.07k - $198.38k
...The AVP, Data Reporting Manager leads the strategy, governance, and delivery of LPL’s... ...stakeholders Establish standards for certified data assets, reporting consistency, and governed self... ..., progress, and platform capabilities to senior stakeholders Drive adoption and value...Asset$30.7 - $51.15 per hour
...focusing on mirroring their book of business, asset transfer processes, and account... ...partnership with the advisor and create a strategy for settling their entire book of business... ...or practice management expertise in the investment services space. Preferred: Bachelor’s...AssetHourly pay$99.09k - $165.11k
LPL Financial LLC is seeking a Transition Manager to lead the administrative transition experience for financial advisors. This role is essential in ensuring a well-orchestrated and seamless transition process that involves collaboration with advisors, internal teams, and...Senior- LPL Financial LLC in Charlotte, Texas, is seeking a TAMP Consultant to work closely with financial advisors. This role focuses on enhancing the use of LPL’s Advisory platforms and partnering with Client Success Managers to drive business growth. The ideal candidate will...Senior
$109.28k - $182.1k
LPL Financial LLC is seeking an Assistant Vice President for Advisor AI Solutions in Fort Mill, SC. This role leads product management for advisor-facing AI experiences, ensuring measurable business impact while collaborating with Technology and Operations. The ideal candidate...Senior
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