Analyst, Retirement Partners

LPL Financial•Boston, MA

5d•$32 - $53•Onsite

About The Position

The Retirement Partners team within LPL’s Wealth Management (WM) group is responsible for delivering a highly competitive set of retirement solutions for retirement and wealth advisors. The Retirement Analyst plays a key role within the Retirement Partners team, supporting the development, management, and continuous enhancement of individual retirement platforms.

Requirements

Bachelor’s degree or 3-5 years equivalent work experience
Minimum 2+ years of previous experience in data management or analytics
Progress or Interest in pursuing CPFA, AIF or equivalent designation
Intermediate skills in MS Office, especially Excel, Access, Word, PowerPoint (CRM use a plus)
Ability to partner closely and establish good working relationships for team projects and collaboration with other business units.
A demonstrated ability to establish priorities and meet goals
A passion for improving processes so they can be followed easily and lead to excellent results
Self-motivated team player
Detail oriented with strong analytical and problem solving skills
Goal-oriented, self-directed individual who can work independently and in a team setting.
Good communications skills both oral and written
Must have a strong customer service focus

Nice To Haves

CRM systems (Dynamics, SalesForce…)
Data systems (Tableau, Alteryx, SQL …)

Responsibilities

Support the growth and ongoing management of the individual retirement platforms working in collaboration with cross functional departments
Regularly exercise excellent business judgment and research and resolve operational issues
Enable continuous improvement & oversight of core functionality for the custodial retirement accounts
Engage with advisors to resolve setup and operational issues in a way that is inclusive to holistic wealth management business.
Exhibit understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment
Support and collaborate with colleagues and leverage opportunities to increase individual knowledge about the retirement space in support of business initiatives and advisor/client success
Jointly participate in project, oversight & task assignments with other team members to gain experience in policies and procedures related to the facilitation of proposals, onboarding new business, and managing provider relationships in support of sales
Assume responsibility of less complex projects & tasks while developing fundamental concepts, practices and procedures
Regularly exercise excellent business judgment; research and resolve departmental issues that increase efficiency
Maintenance of accurate and current documentation where appropriate and work with appropriate parties to ensure timely deliverables
Pro-active communication with all responsible parties for updates and reporting
Become accomplished in use of all relevant department tools and resources