LPL Financial

Business Development Rep

• Consistently develop, feed, and close a robust pipeline of both self-sourced and warm opportunities
• Leverage a consultative B2B sales process to support LPL’s growth strategy
• Accurately and consistently track all opportunities and activity in Salesforce, Outlook, and other tools
• Develop and maintain an expert awareness of the competitive TPM/BD landscape and trust marketplace
• Build strong relationships and collaborate with internal business partners
• Ability to effectively prioritize daily activities focused on the highest gain opportunities
• Learn quickly from client, partner and prospect feedback, and apply an entrepreneurial mindset to iterate the offering nimbly
• Leverage market data to identify opportunities, influence capabilities development, and inform marketing campaigns

VP, Business Development Officer – Enterprise Sales, Financial Institutions

Analyst

• Allocate work amongst processing teams to ensure daily, weekly, and monthly SLAs are attained
• Review and evaluate processes, and monitor the quality of work as measured against accuracy, timeliness, and productivity standards
• Communicate complex issues both in writing and verbally to management, internal/external vendors, and clients
• Create and run reports to mitigate risk against future firm impact and improve efficiency for teams
• Participate in various testing projects for new technology used by employees and advisors

Associate Analyst

• Build and maintain dashboards, analytical tools, and data products that enable self‑service insights and reduce recurring inbound requests.
• Perform custom analyses, modeling, and exploratory deep dives to answer business questions and uncover actionable insights.
• Translate data into clear visualizations and recommendations that help partners make smarter decisions.
• Create scalable workflows and automations (Tableau, Alteryx, Python) to improve data accuracy, efficiency, and repeatability.
• Support measurement and reporting for Client Success initiatives, including KPIs and performance tracking.
• Collaborate with stakeholders across the organization, providing high‑quality analytic support and proactive, data‑driven guidance.

Senior Analyst, Advanced Analytics

Human Resources

• Serves as primary consultant for HR engagements across affiliation models.
• Delivers foundational, consultative and execution-oriented HR support to advisors.
• Supports execution and expansion of the Strategic Wealth HR pilot.
• Contributes to development and refinement of HR service tiers and toolkits.
• Collaborates with Consulting Operations to ensure scalable delivery standards.
• Conducts discovery sessions to assess workforce structure, HR infrastructure and growth plans.
• Advises on talent acquisition strategies, performance management structures, compensation structures, compliance requirements, culture plans and benefit strategies.
• Guides advisors through payroll and PEO evaluation decisions.
• Executes HR consulting engagements within the Strategic Wealth pilot.
• Identifies recurring advisor friction points and recommend delivery improvements.
• Mentors Consulting Operations Consultants on HR fundamentals.
• Contributes to development of HR consulting collateral, frameworks and advisor-facing resources.

AVP, LBS HR Consulting

Consultant

• Serve as LPL’s primary client facing representative to enterprises, institutions and advisors as part of LPL’s mergers and acquisitions and BD outsourcing growth strategy.
• Own the advisor experience for upwards of 120 advisors throughout their 9-12 month transition and acclimation period to LPL.
• Deliver consultative service to each advisor, tailoring your approach to each advisor’s unique needs.
• Participate in discovery to gain familiarity with the office, provide guidance and recommendation on best practices throughout conversion preparation.
• Support the advisors’ acclimation to LPL for up to 6 months following their conversion.
• Ensure key metrics are completed by post conversion deadline dates including account conversion requirements, block transfer, training and compliance setup.

Senior Conversion Consultant – BTP

• Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter
• Use the news cycle, territory makeup and direction of the recruiters/leaders to execute on weekly prospecting campaigns
• Use independent judgement to qualify a lead, determining if the lead should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director
• 100 outreaches per day – cold calls (primary), individual emails and social media outreaches (LinkedIn)
• Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results
• Develop skillset, knowledge base and industry experience in order to qualify for next level opportunity as an Internal Regional Director.

Business Development Associate

Product Analyst

• Collaborate across the firm to maintain alignment on vision, strategy, and performance
• Support in detailed requirements documentation across the program
• Create help guides, our playbook, and training materials
• Act as POC for product marketing and creating content
• Develop and monitor metrics to track the success of products and features
• Become the subject matter expert on our users through various feedback methods

Senior Product Analyst

Solutions Engineer

• Architect enterprise-scale Agentic and Generative AI systems, including orchestration frameworks, multi-agent workflows, retrieval-augmented generation (RAG), and autonomous task execution patterns.
• Establish reference architectures for AI-first PDLC covering design, development, testing, deployment, monitoring, and risk controls.
• Partner with product and engineering teams to embed AI capabilities into advisor- and client-facing systems, internal tooling, and operational workflows.
• Lead the architectural design of model lifecycle pipelines, including training, fine-tuning, evaluation, and model governance.
• Define the architecture, tools, and methods required for an AI-native delivery lifecycle—integrating prompting, agent design, model testing, AI risk/controls, and continuous learning loops.
• Design integrations between AI systems, core platforms (ClientWorks, Account Lifecycle), and enterprise data ecosystems.
• Ensure all AI solutions meet LPL’s regulatory and compliance obligations.

Principal Solution Architect – AI

Financial Planning and Analysis

• Creating and maintaining a positive culture that values high performance, collaboration, transparency and talent development; assessment and performance management.
• Developing and executing business plan initiatives in the furtherance of the Program’s strategic priorities.
• Leading a strategic agenda across the team will include, among other things, improved adoption rates for Financial Planning, Advisory and Insurance business.
• Likewise, AUM & headcount growth.
• Ensure team practices world-class financial stewardship and adherence to the highest levels of client-centricity.
• Ongoing examination of team trends to develop insights and expedient tactics to drive solutions to best support advisors, clients and the Program.
• Collaborative engagement with critical internal/external stakeholders to ensure alignment of goals and priorities.
• Manage attrition risk by proactively helping team members evolve and grow as practitioners.
• Likewise, partnering with internal stakeholders to resolve high profile and complex situations.
• Institute and maintain rigorous coaching and development routines to evolve the technical skill-set and consulting acumen of this team.
• Ongoing and consistent training to achieve practice management and operational excellence.
• Build and condition skillset, as well as hearts and minds, to drive impactful and holistic financial planning interactions with clients.
• Establish process and protocols that will enable timely inspection and evaluation of activities and regulatory adherence for the team.
• Live into routines that drive high levels of accountability to ensure consistency in performance and a world class client experience.
• Agility to leverage the vast resources of LPL, in support of program objectives as well as in pursuit of timely problem resolution.
• Instill a philosophy and mindset of continuous improvement in daily interactions with the Team and retail partners.
• Build and deliver consistent communications that are supported by data sets aligned to core priorities.
• Ensure that a contemporary wealth management proposition is delivered to our valued clients each and every day.

Regional Investment Director

• Join TruStage as a Financial Advisor working for TruStage and associated with LPL Financial
• Service a book of business upon hire
• Build a strong client base with the credit union’s referral system
• Find new clients via the credit union’s member base
• Create client solutions without proprietary products
• Grow your business with LPL’s tools, technology, and support
• Capitalize on the credit union’s reputation and community standing

Financial Advisor

Software Engineer

• Design and develop scalable enterprise class applications with expertise in full stack development in a cloud or hybrid cloud environment.
• To architect, build, deploy and support best-in-class software solutions for internal and external customers
• Participate in all phases of the software engineering life cycle
• Design solutions that adhere to our architectural principles and enterprise standards.
• Leverage technical expertise and latest tech stack to implement software development best practices.
• Implement Application resiliency, scalability and performance design.
• Develop and implement high scalable core platform components and provide and support to the clients, applications and services
• Provide technical troubleshooting and advanced de-bug support
• Evaluate new design proposals, investigate and recommend solutions and process improvements that deliver applications with high scalability and performance.
• Work with Product Owners and Product Managers to translate business problem statements into technical solutions, then help to plan Sprints that deliver quality demonstrations.
• Collaborate across business units and product teams to build product vision and deliver business values.
• Assist with conceptual design and rough order of magnitude (ROM) level of effort estimation
• Coordinate solution design with leaders from Architecture, Data, Infrastructure, and Business to optimize speed to market and achieve prioritized business outcomes
• Assist in technical assessment of risks and issues, and document recommendations
• Ensure the necessary platform technical documentation is maintained in an appropriate manner

AVP Tech, Software Development – Cloud Lead

• Own and enhance enterprise revenue forecasting models across multiple revenue streams
• Translate market movements, advisor behavior, and business trends into actionable financial insights
• Support executive-level reporting and deliver clear narratives around revenue drivers, risks, and opportunities
• Partner cross-functionally with business leaders, Strategy, Treasury, and Investor Relations to connect operating performance to long-term value creation
• Develop scenario analysis and stress testing to inform capital allocation and strategic decision-making

Senior Analyst, Corporate FP&A

Vice President

• Lead the full lifecycle of solution delivery, from initial ideation and requirements gathering to production deployment and post-launch support.
• Facilitate collaboration among IT, Operations, Compliance, Product, and external partners to ensure unified understanding and alignment on solution objectives.
• Collaborate with UX to develop detailed journey maps and process flows that capture business requirements, integration points, and user experiences across domains.
• Partner with Dev Leads, Enterprise, Solution and Infrastructure Architects to architect scalable, robust solutions.
• Define and document integration points and data contracts between systems.
• Establish and monitor KPIs for integration success.
• Drive the development and execution of comprehensive E2E test plans.
• Identify opportunities for process optimization and efficiency gains.

VP, M&A Technology Integration Leader

People Operations

• Oversee the delivery, prioritization, and optimization of the People Systems portfolio—primarily centered on Workday.
• Manage the enterprise People Systems backlogs and oversee a team of administrative focused resources.
• Partner with functional system leads to ensure proper sequencing, resourcing, and change management.
• Act as a primary liaison between People Systems and business partners to ensure transparency and alignment.

AVP, People Systems Portfolio Manager

Backend Engineer

• Design, develop, and maintain party reference data services and pipelines supporting clients, counterparties, issuers, and legal entities.
• Build and enhance cloud-native data solutions using AWS services such as Glue, Lambda, EventBridge, S3, RDS (Aurora/Postgres), and MSK/Kinesis.
• Contribute to modernization efforts by migrating legacy party data systems from on-premise platforms to scalable, cloud-based architectures.
• Integrate and manage third-party data providers to ensure accurate ingestion, enrichment, and synchronization of party data.
• Implement data mastering capabilities including deduplication, survivorship rules, identity resolution, and golden record creation.
• Develop and maintain APIs and data services to deliver party data to downstream systems.