Senior Analyst, Vendor Management (Field Management)

LPL Financial•Fort Mill, SC

1d•$72,100 - $120,201

About The Position

The Senior Analyst, Vendor Management role is part of LPL’s Field Management team. Field Management provides end-to-end leadership support to employee advisors and staff, managing personnel, practices, and properties in order to drive growth and retention. As part of the Field Management team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they can take care of their clients. As Senior Analyst, Vendor Management, you will have responsibility for ensuring that our advisors and staff have the work environments and resources they need to be successful. Your primary focus will be on vendor management for recently acquired advisor practices – you will help to ensure a smooth integration with LPL.

Requirements

3+ years of experience working within the wealth management industry
Bachelor’s Degree (or equivalent experience)
3+ years of experience working utilizing MS Office
An entrepreneurial drive and a do-what-it-takes attitude; proven ability to navigate large organizations
Excellent communication skills, with the confidence and ability to interface with diverse groups of people and navigate challenging situations

Nice To Haves

Previous experience utilizing Smartsheets, Confluence, and Jira
Experience working on a project team and meeting project timelines with competing priorities
Self-starter with a demonstrated ability to multi-task and prioritize workload
Strong attention to detail

Responsibilities

Work with the internal partners to collect vendor due diligence information for practices in the pipeline
Interface with advisors and staff of recently acquired practices (post-conversion) to gather more in-depth vendor due diligence information
Coordinate meetings with internal partners to determine the short-term (pre-conversion) and long-term approaches (post-conversion) for each vendor
Manage short-term payment needs by taking over billing on behalf of the acquired practices; ensure adherence to budget through consultation with Field Management leadership
Partner closely with Strategic Sourcing & Procurement team on project management, ensuring that they have what they need to execute on the short-term and long-term approaches for each vendor
Build strong relationships with internal business partners, advisors and staff, gathering learnings to inform the build-out of a coordinated vendor management strategy that future hires can follow
Act as an advocate for the advisors and staff, keeping their needs front-and-center and executing on LPL’s commitment to ease the administrative and operational burden placed on them