Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:The Associate Analyst position in Client Compensation plays a role in support of several key areas across the Client Compensation team. The level of support across these areas will vary based on business need and as such she/he must be self-motivated and have the ability to work effectively with minimal supervision. The associate analyst is responsible for research, investigation, and analysis to proactively and reactively support our advisors receiving accurate compensation.
Responsibilities:Sort and model data, support process analysis/redesign and assist in project work.
Communicate with others and balance workload in a dynamic environment to ensure tasks are completed accurately and timely.
Perform complex data analysis, reconciliations and design/develop ad-hoc reports
Interact with internal and external partners to ensure data accurately reflects reporting needs
SME Data support to external organizations
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:3+ years financial services Industry experience
1+ years working in Data Analytics, Business or Technology analysis
High energy self-starter; must be able to take the initiative with minimal guidance and be comfortable working independently and as part of a team
Excellent communication, organization, and time management skills, with ability to multi-task and manage multiple on-going assignments
Strong quantitative and qualitative analytical skillset for with high attention to detail
Ability to communicate and work with varying levels of an organization
Experience in commissions or accounting and working with internal and external audits (SOX, SSAE16, etc.) preferred
Microsoft Office Suite proficiency with advanced Excel skills including formulas, Macros, and Pivot Tables.
Oracle, SharePoint, Dynamics, Tumbleweed and BETA experience preferred
Experience with Alteryx and SQL preferred
Working knowledge in process improvement methodology (Lean, Agile, Six Sigma)
Bachelor's Degree
Pay Range:
$20.85-$34.71/hourActual 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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.
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 www.lpl.com.
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 (855) 575-6947.
EAC 5.19.26
LPL Financial Fort Mill, South Carolina, USA Office
1055 LPL Way, Fort Mill, SC, United States, 29715
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