Configuration Consultant

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 Technology Solutions & Partnerships team is focused on providing guidance, support and solutions for technology tools that are leveraged by advisors, program managers, and their staff. Our mission is to help practices navigate the world of financial technology.  We aim to positively impact practice efficiency, growth and satisfaction with their tech stack.

This important hire will focus on helping Advisors with the configuration, implemenetation, and adoption of technology tools that are essential to the success of their relationships with their clients. This position will initially focus on key areas of ClientWorks and CRM Products.

Candidates for this role must have a passion for, and interest in, the technology used by firms to support their practices (i.e. ClientWorks, CRM, Financial Planning, Performance Reporting, etc.).  This role collaborates with advisors and internal teams to meet clients' tech needs.  Collaboration with external partners, as well as internal business, operations and technology groups, will be critical to ensure the needs of our advisors are met.

Responsibilities:

• Lead in the configuration and implementation of specific technology (starting with key areas of ClientWorks and third party CRM tools, but potentially including other technology utilized by advisors) for Advisors within LPL’s Supported Models

  • Demonstration of functionality and capabilities of key ClientWorks components, CRM Tools, and user-customizable features

  • Contribute to, and follow, project plans for implementation & configuration projects.

  • Primary resource for tactical questions & project execution during configuration projects

  • Configuration of customizations & features, as prescribed by technology consultants and advisor

  • Training of clients in order to be able to leverage tools going forward

  • Coordinate onboarding efforts when an advisor is first using tech tools. Strong communication and expectation setting of deliverables is a must

• Participate in answering inbound inquiries for our Tech Consulting team, helping advisors and their teams to navigate through questions that may arise

• Shadow technology consultants to assist in conversations and learn from their experience; serve in a secondary capacity designing project plans for engagements

• Contribute to broader team initiatives (ideas and execution), as directed by senior team leadership

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:

• 1-3 years client facing experience; hands-on technology usage, client service, project coordination and/or training experience a strong plus

• Exceptional responsiveness to emails and requests, Strong communication skills, both written and oral, and shows a proactive willingness to contribute and continuously learn.

Core Competencies:

• Ability to learn and become an advanced user of ClientWorks, Redtail and Wealthbox CRM’s. Experience with these systems, especially in an administrative capacity, is preferred

• Strong analytical skills with a demonstrated ability to evaluate issues, and provide solutions, or in many cases, responses without defined solutions

• Able to multi-task across different projects and client engagements

• Alignment to our team values of Curiosity, Service-Mindset and Entrepreneurial Spirit, with an eagerness to contribute and leave a lasting impact on a fast-growing team.

Preferred Skills:

• Experience with LPL Systems (ClientWorks), MyRepChat, Jump, PreciseFP, MoneyGuide, Morningstar, eMoney, RightCapital, Nitrogen (fka Riskalyze), Albridge, Black Diamond and/or Orion a plus

• Data management skills/API experience a plus

• Intermediate skillset in Excel, with comfort comparing and analyzing data sets

• Financial services, Advisor Practice, Broker/Dealer, Financial Custodian and/or FinTech/SaaS Technologies experience a plus

 

Pay Range:

$56,625-$94,375/year
 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 www.lpl.com.

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 (855) 575-6947.

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