Annuity Product - Conversion Support, Senior Analyst

LPL Financial•Charlotte, NC

About The Position

The Annuity Conversions team provides subject matter expertise and operational leadership for complex business transformations. It partners with carrier partners, financial advisors, service organizations, relationship managers, product leaders, technology teams, and external industry organizations. The team develops scalable operational processes, manages data and platform integrations, oversees business readiness and change management, and works to deliver compliant, efficient, advisor-centric solutions. Its expertise in annuity operations, investment products, workflow design, and enterprise change management supports strategic growth, reduces operational risk, and improves advisor and client experiences through process improvement, training, governance, and cross-functional leadership. The Senior Analyst role is fast-paced and involves learning all aspects of LPL's products and working with business units throughout the firm. The role focuses on curated product shelf review, analysis, and mapping to support the evaluation and diligence process for large deals. The position is based in either San Diego, California, or Fort Mill, South Carolina, and reports to the VP, Annuity Product Management.

Requirements

At least 1–2 years of professional experience in the financial services or brokerage industry; knowledge of the annuity and insurance industry is preferred.
Clear and effective verbal and written communication skills.
Ability to actively listen, solve problems, collaborate, and work effectively with business partners across the organization.

Nice To Haves

Bachelor's degree.
Demonstrated knowledge of LPL's platform, products, and services.
Knowledge of the annuity and insurance industry.

Responsibilities

Review, compare, and evaluate product shelves available at enterprise and institutional prospects to identify overlap and gaps compared with LPL's products.
Collaborate across multiple functions and channels, building effective business partnerships and relationships across the firm.
Communicate and share findings from product mapping efforts, suggesting solutions or informing discussions to address meaningful gaps.
Adapt to changing priorities while contributing to a fast-paced team environment.
Build communications, manage internal and external relationships, and help align strategies across groups.
Assist with recruiting, onboarding, and supporting transition teams through presentations, training, collateral, and individual communications.