Succession Planning Analyst

LPL Financial•Charlotte, NC

About The Position

LPL Financial Holdings Inc. is seeking an Analyst to join the Succession Planning team within the Capital Partners & Client Solutions division. This fast-growing division focuses on delivering innovative, industry-leading services to help advisor practices grow, protect, and plan for their legacy. The Succession Planning team provides end-to-end legacy planning support for LPL's 32,000+ advisors. The Analyst will help deliver seamless Succession Planning Support offerings, impacting thousands of financial advisors and helping them plan for the future, protect their life’s work, and realize their legacy.

Requirements

BA/BS degree in Business, Finance, or Economics (or a related discipline)
2+ years of wealth management, corporate finance, investment banking, or corporate development customer service
Written and verbal communication skills, ability to synthesize complex processes and communicate into digestible messages, ability to present complex topics in an engaging way with partners and clients
Ability to execute strategies and track successful delivery
Problem-solving skills, ability to analyze data, draw insights, and make data-driven decisions
Ability to prioritize multiple tasks and pivot as needed
Ability to work within a team, take the initiative, and show strong attention to detail
Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
Self-driven individual with a high level of motivation
Positive attitude with a commitment to excellence and integrity

Nice To Haves

Experience with CRM tools such as Salesforce
Knowledge of financial concepts

Responsibilities

Support succession service offerings and maintain/create efficient processes
Manage succession planning project intake and workflows utilizing internal resources to ensure milestones are completed and advisor expectations are met
Oversee escalations by both internal business partners and our advisors
Understand continuity, succession, and corporate planning options to guide advisors to make educated decisions
Support succession planning engagements with the ability to implement clear and concise strategies
Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure
Interface with business unit counterparts to address specific needs of advisors
Ad-hoc analysis, financial data entry, and additional responsibilities as required
Present new ideas as we expand and iterate on our product offerings