Senior Analyst, Investment Product Management
LPL Financial
full-time
Posted on:
Location Type: Office
Location: Fort Mill • California, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $78,375 - $130,625 per year
Job Level
Senior
About the role
- Manage the end-to-end onboarding process for SMAs and similar strategies, ensuring timely execution and clear, concise communication with all stakeholders.
- Build and maintain strong, trusted relationships across departments to ensure alignment and transparency.
- Act as a liaison between internal teams and external partners to explain strategy availability, manage the pipeline of onboarding requests, and provide updates on progress.
- Collaborate with LPL Research, Product Risk Management, Operations, Legal, and Compliance to review and approve strategies requiring additional oversight.
- Own the day-to-day management of SMA investment products, including strategy onboarding, issue resolution, management reporting, and oversight of the SMA mailbox.
- Lead and drive key initiatives and projects from inception through execution, ensuring alignment with business priorities and timely delivery.
- Leverage and continuously expand industry knowledge to deliver competitive and innovative investment solutions.
- Capture and analyze feedback from advisors and internal stakeholders to identify opportunities for process improvement
Requirements
- 3+ years of experience in the financial services industry
- Knowledgeable in the investment advisory product landscape, specifically SMAs
- Well-versed in a broad range of investment vehicles, including equities, mutual funds, ETFs, and fixed income
- Effective communicator with polished presentation skills
- Proven experience managing SMA onboarding processes and investment product operations.
- Strong understanding of investment products, particularly managed accounts and advisory platforms
- Excellent communication and interpersonal skills, with the ability to clearly articulate complex information to diverse audiences
- Demonstrated ability to lead cross-functional initiatives and drive results in a fast-paced environment
- High attention to detail and commitment to delivering accurate, compliant, and timely solutions
- Strong organizational and project management skills
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SMA onboardinginvestment product operationsinvestment advisory productsequitiesmutual fundsETFsfixed incomemanaged accountsadvisory platformsprocess improvement
Soft skills
effective communicationpresentation skillsinterpersonal skillsleadershiporganizational skillsproject managementattention to detailability to articulate complex informationrelationship buildingstakeholder management