Fee Management System Analyst

. Develop a deep understanding of FMS integration with LPL systems and processes .

Posted 5/6/2026full-timeTempe • Arizona, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $41 per hourWebsite

Key responsibilities & impact

Develop a deep understanding of FMS integration with LPL systems and processes
Support ownership of the FMS Project Plan and RAID log items
Assist with the creation of procedures, training, and content to support the FMS program
Perform discovery work to help evaluate work from the Pricing Committee
Research, investigate, and resolve complex and escalated FMS inquiries
Coordinate workflow to support scheduled charging events
Support the daily runs that feed into secondary systems
Responsible to support the Reconciliation and Accrual of the FMS system
Partner with stakeholders to mitigate risk and prevent recurring issues
Support and lead department and firm-wide projects
Identify opportunities and present findings with insights to leadership
Partner in the development and execution of change management activities
Provide training and procedural guidance
Participate in discovery for future enhancements

What you’ll need

2-5 years of experience in financial services, banking, accounting, or operations
Experience supporting or operating complex processes and/or systems
Bachelor’s degree or equivalent practical experience
Attention to detail and ability to follow defined procedures
Proficiency with Microsoft Excel, Word, Outlook, and Teams

Comp & perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

FMS integrationproject managementprocedures creationdiscovery workcomplex inquiry resolutionreconciliationaccrualchange management

Soft Skills

attention to detailstakeholder partnershiprisk mitigationinsight presentationtrainingprocedural guidance

Certifications

Bachelor’s degree