AVP Investment Product

at  LPL Financial

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
Excited to learn more? If so, then this could be the role 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.

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
• 5+ years of related experience in the financial services industry

• Lead tactical cross functional efforts that drive operational and process improvements in the SMA and UMA platforms
• Lead onboarding projects that will impact SMA and UMA platform management
• Partner with team members on the growth of the centrally managed platform architecture for advisory platforms
• Partner with the team to manage the ongoing strategy for the development and enhancements to the SMA and UMA Offerings
• Provide expertise in the offerings and consult with Marketing members on product attractiveness as it relates to promotional / sales activities or in defense of a product line
• Consult with Investment Platforms team on prioritization and features of future development efforts
• Focus to SMA/Strategist onboarding