Annuity Product - Conversion Support, Senior Analyst
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. The Senior Analyst will learn about LPL products and work with business units across the firm. The role focuses on supporting curated product shelf reviews, analysis, and mapping execution for 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, problem solve, collaborate, and work effectively with business partners across the organization.
Nice To Haves
- Bachelor's degree preferred.
- Demonstrated knowledge of the LPL platform, products, and services preferred.
- Knowledge of the annuity and insurance industry preferred.
Responsibilities
- Review, compare, and evaluate product shelves available at enterprise or 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, suggest solutions, and inform conversations to address meaningful gaps.
- Adapt as priorities change in 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.
Benefits
- 401(k) matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
