Sr Analyst, Retirement Partners

LPL Financial•Boston, MA

5d•$61,903 - $103,103

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 Senior Retirement Analyst is a key contributor within the Retirement Partners team. This role plays a critical part in executing strategy, platform oversight, and ongoing enhancements that drive advisor growth and improve the overall retirement plan offering.

Requirements

Bachelor’s degree or 3-5 years equivalent work experience
Minimum 5+ years of previous experience in data management or analytics
Retirement Plan industry designation or pursuing CPFA, AIF or equivalent
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
Detail oriented with strong analytical and strategic agility
Goal-oriented, self-directed individual who can work independently and in a team setting.
Communications skills both oral and written
Customer service focus

Nice To Haves

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

Responsibilities

Responsible for executing Retirement Partners’ plan platform oversight and implementation while providing thought leadership and expertise to our partners
Subject matter expert for all aspects of the plan space; including but not limited to client agreements, workflow processes, continuous improvement and risk mitigation
Engage with advisors to resolve setup and operational issues in a way that is inclusive to holistic wealth management business.
Understanding of the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment
Supportive and collaborative role with colleagues and leverage opportunities to increase individual knowledge about the retirement space in support of business initiatives and advisor/client success
Jointly participate and lead in project & 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 complex projects & tasks while developing fundamental concepts, practices and procedures
Strong understanding of recordkeeper data and nuances across different platforms and industry products in the retirement plan space
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
The position requires a candidate with retirement operations and platform experience. The ability to execute initiatives in partnership with other teams across the organization is critical to the role.