Sr Analyst- Annuity and Insurance Conversions

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!

Job Overview:

The Senior Analyst for Annuity & Insurance (A&I) Conversions will need to learn about all aspects of our products and must be able to work with numerous business units across the firm. The individual in this role will be heavily involved and focused on supporting curated product shelf review, analysis and mapping execution critical to the evaluation and due diligence process of M&A deals. Supporting the exploration of annuity and insurance business associated with the due diligence stage of M&A deals along with the execution and implementation stage of a deal post contract signing. This subject matter expert will support the business and will work closely with the prospective clients and their business owners for the annuity and insurance lines.

Responsibilities:

• Review, compare and evaluate the product shelf available at enterprise/institution prospects to identify overlap and gaps compared to LPL’s product
• Collaborate across multiple functions and channels, building effective business partnerships and relationships amongst teams across the firm
• Communicate and share out findings of product mapping efforts, providing suggested solutions and/or informing conversations to address meaningful and impactful gaps
• Thrive in a fast paced team atmosphere with the confidence to adjust and adapt as priorities change.
• This position is based in either San Diego, CA or Fort Mill, SC. This position reports to VP, Investment Products
  
  
  

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 in financial services or 3+ years working experience in wealth management products.
• 3 or more years of professional experience in the financial services/brokerage industry, with knowledge about the annuity and insurance industry and products.
  
  
  

Core Competencies:

• Clear, effective verbal and written communication skills including the ability to actively listen, problem solve, collaborate and work effectively with business partners across the entire organization.
  
  
  

Preferences:

• Demonstrated knowledge of LPL platform, products and services
  
  
  

Pay Range:

$79,100.00 - $131,900.00

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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.