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Fintech
Lead and support financial advisors in transitioning to LPL through training, operational processes, and relationship management while ensuring a smooth transition experience.
Top Skills:
ExcelMs OutlookMs PowerpointMs WordSalesforce
Fintech
The AVP of Compliance Operations will lead a team overseeing electronic communications compliance, manage regulatory controls, and support risk activities while ensuring a high-quality client experience.
Top Skills:
Electronic CommunicationsRegulatory ComplianceTechnology
Fintech
The HR Generalist and Business Partner will support Finance, Operations, and Risk and Compliance units, managing performance, advising leaders, and driving HR strategies to enhance employee engagement and retention.
Top Skills:
MS OfficeSmartsheetWorkday
Fintech
The Financial Analyst will support cash flow forecasting and capital management by creating financial analyses and models to inform executive decisions.
Top Skills:
AnalyticsCorporate FinanceFinancial Modeling
Fintech
The Inside Sales Desk Manager leads the Business Development Desk, implements sales strategies, trains staff, and enhances recruitment efforts to attract financial advisors.
Top Skills:
ExcelMs OutlookMs PowerpointMs WordSalesforce
Fintech
The Senior Partnership Analyst will manage technology partnerships, conduct market research, enhance relationships, ensure compliance, and support business needs related to financial technology.
Top Skills:
MS OfficePowerPoint
Fintech
The SVP of Risk Management will lead LPL's risk framework, oversee investment products and technology risk, and ensure alignment with business strategies while enhancing risk management infrastructure.
Top Skills:
AIInformation SecurityTechnology Risk
Fintech
The AVP will manage strategic initiatives and projects for advisor affiliation models, focusing on data-driven decisions and process optimization.
Top Skills:
Data Analysis TechniquesProject Management ToolsSmartsheet
Fintech
The Executive Assistant provides administrative support, manages schedules, coordinates travel, prepares documents, and maintains records for executives.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Fintech
The Senior Analyst in Corporate Development performs financial analysis, including valuations, supports M&A transactions, and collaborates with teams for integration plans and reporting.
Top Skills:
ExcelPowerPoint
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