Qureos Mentor

LPL Financial

<div><div>Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you&rsquo;ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview
Alternative Investments at LPL is a rapidly growing, fast-paced team at the forefront of the firm&rsquo;s initiatives. The tight-knit team manages the firm&rsquo;s platform, including product, marketing and distribution, education and training, and product onboarding. We are an innovative group working to deliver a world-class platform for LPL&rsquo;s advisors and their clients.
As part of the alternative investments team within Wealth Management (WM), the primary responsibility of this role will be to support the implementation of the firm&rsquo;s strategy for alternative investments. The role will involve collaboration with multiple internal groups and require strong analytical, organizational, and problem-solving skills, as well as the ability to work within tight deadlines. The Senior Analyst will contribute to the WM group&rsquo;s goal of delivering a world-class alternative investments platform. This role also maintains strong relationships with LPL&rsquo;s investment manager partner firms to collaboratively deliver the necessary tools, resources, and communications that help LPL Financial advisors remain competitive.
Responsibilities:
<ul><li>Conduct operational due diligence reviews on alternative investment sponsors and products across private equity, private credit, real estate, venture capital, hedge funds, and other private market strategies.</li><li>
Assess key operational risk areas including governance, compliance programs, internal controls, valuation practices, service provider oversight, and cash controls.</li><li>
Review organizational structures, financial stability, background checks, and operational infrastructure of sponsors and subadvisors.</li><li>
Analyze fund structures, offering terms, and documentation to evaluate operational soundness and alignment with investor protections.</li><li>
Prepare well‑supported ODD reports and present findings to internal committees and senior leaders.</li><li>
Engage directly with sponsor leadership&mdash;including COOs, CFOs, CCOs, and other executives&mdash;to discuss operational practices, challenge assumptions, and address identified risks.</li><li>
Partner with internal stakeholders (IDD, Legal, Compliance, Trading, Supervision) to support product approval, risk assessments, and ongoing monitoring.</li><li>
Maintain ongoing monitoring of higher‑risk sponsors, tracking operational changes, remediation plans, and emerging risk indicators.</li><li>
Stay current on industry best practices, regulatory developments, and evolving operational risk frameworks in the alternatives space.</li></ul>
What are we looking for?
We seek analytical, detail‑oriented professionals who demonstrate strong judgment and confidence when engaging with senior executives. Ideal candidates communicate clearly, think critically, and thrive in a collaborative, fast‑paced environment. We value those who embrace continuous improvement and contribute to a culture where we win together.
Requirements:<ul><li>
4&ndash;7 years of experience in investment management, due diligence, risk, audit, or a related field, including at least 2&ndash;3 years supporting alternative investment products.</li><li>
Understanding of alternative investment structures, sponsors, fund vehicles, and key operational risk factors.</li><li>
Experience conducting due diligence, operational assessments, or similar analytical work.</li></ul>
Core Competencies:<ul><li>
Excellent communication skills, including the ability to professionally interact with executive‑level stakeholders and present complex findings with clarity and confidence.</li><li>
Strong writing, analytical, and problem‑solving skills.</li><li>
Organizational strength and the ability to manage multiple reviews and deadlines.</li><li>
Demonstrated high performance with the ability to independently drive reviews to completion.</li><li>
Strong attention to detail and the ability to identify and articulate key risks.</li><li>
Confident and poised when conducting due diligence discussions with senior executives (e.g., COO, CFO, CCO, General Counsel).</li><li>
Clear, concise communication skills with the ability to distill complex operational issues into actionable recommendations.</li><li>
Sound judgment, intellectual curiosity, and a willingness to challenge incomplete explanations.</li><li>
Ability to reprioritize and adapt in a changing environment.</li><li>
Unimpeachable ethical standards and relationship‑building skills.</li></ul>
Preferences:<ul><li>
CFA, CAIA, FRM, or progress toward a relevant professional designation.</li><li>
Experience in operational due diligence, internal audit, compliance, consulting, or risk oversight.</li><li>
Background working in demanding environments with highly driven professionals.</li></ul><div></div> 
Pay Range:
$81,499-$135,831/year<div> 
</div>
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play &ndash; such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!<div></div> 
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation&rsquo;s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?<ul><li>
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!</li><li>
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!</li><li>
Unified Mission: We are one team on one mission&mdash;taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!</li><li>
Impactful Work: Our size is just right for you to make a real impact. !</li><li>
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. !</li><li>
Community Focus: We care for our communities and encourage our employees to do the same. !</li><li>
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. !</li></ul>
Join the LPL team and help us make a difference by turning life&rsquo;s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant&rsquo;s bank or credit card. Should you have any questions regarding the application process, please contact LPL&rsquo;s Human Resources Solutions Center at (855) 575-6947.
EAC12.9.25</div></div>

Operational Due Diligence Sr. Analyst - Alternative Investments

<div><div>Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you&rsquo;ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
Join our team as a Marketing and Administrative Assistant, where you&rsquo;ll play a crucial role in supporting our financial advisors and ensuring our clients receive the highest level of service. Your expertise in streamlining processes and enhancing systems will be invaluable as we continue to grow and succeed. This is your opportunity to make a real difference in the financial lives of individuals and families while advancing your own career in a dynamic and supportive environment.
Step into an exciting career opportunity with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane&rsquo;s picturesque South Hill. Founded by the visionary Sarah Carlson, Fulcrum Financial Group is dedicated to providing strategic, comprehensive guidance to help our clients navigate the complexities of their financial lives, prepare for the unexpected, and transition smoothly into retirement. This is your chance to be a pivotal player in the future success of our fast-growing organization!
As part of LPL Financial, the leader in independent financial services, you&rsquo;ll join a team that combines the local expertise of Spokane with the national reach and vast career opportunities of a financial market leader. This role offers you the unique opportunity to support Financial Advisors associated with LPL Financial, operating under our Linsco Employee Model. You&rsquo;ll be part of a dedicated team committed to helping clients at every stage of their financial journey. This is not just a job; it&rsquo;s a platform for you to grow your career and make a meaningful impact on the lives of individuals and families who turn to our Linsco Financial Advisors for trusted financial solutions.
Responsibilities:
The primary role of the Marketing and Administrative Assistant is to provide support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The Marketing and Administrative Assistant helps the advisor maintain his or her practice and deliver positive results for the advisor&rsquo;s clients.<ul><li>
Maintain communication with current clients through on-going mailings, email and phone calls</li><li>
Preparing documents for client appointments</li><li>
Responding to client inquiries and requests</li><li>
Answering phones, scheduling appointments and greeting clients when they enter the practice</li><li>
Assist with social media outreach and content management</li><li>
Creation and management of a content calendar across our social channels (Facebook, LinkedIn, YouTube and Instagram)</li><li>
Manage timely responses to comments on social media platforms, screening for warm/ hot leads and forwarding to Wealth Advisors</li><li>
Website administration, including maintenance, management, and email campaigns</li><li>
Basic graphic design to support social media postings, and marketing communications</li><li>
Brainstorming creative campaign development to help promote the business working with the leadership team to create engaging and accessible content with clients and prospects</li><li>
Support in amplifying client events for FFG</li><li>
Content creation for client communications</li></ul>
What are we looking for?
We&rsquo;re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:<ul><li>
2+ years using social media applications</li><li>
2+ years using Microsoft Word, Excel, and PowerPoint; CRM applications</li><li>
2+ years multi-tasking and follow through on projects and tasks</li><li>
2+ years oral and written communication skills and able to explain complex information clearly and simply</li></ul>
Core Competencies:<ul><li>
Detail oriented</li><li>
Strong organization skills
</li><li>Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners</li><li>
Work independently as well as function as part of a team</li></ul>
Preferences:<ul><li>
Previous marketing experience</li><li>
Previous experience in the financial services industry</li><li>
College degree preferred</li></ul>
#LI-Onsite<div> 
</div>Pay Range:
$23.51-$39.18/hour<div> 
</div>
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play &ndash; such as 401K matching, health benefits, employee stock options, paid time off (up to 16 days) plus eleven paid holidays, volunteer time off, and more. This role is also eligible for LPL&rsquo;s discretionary bonus. Your recruiter will be happy to discuss all that LPL has to offer!﻿<div></div> 
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation&rsquo;s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?<ul><li>
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!</li><li>
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!</li><li>
Unified Mission: We are one team on one mission&mdash;taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!</li><li>
Impactful Work: Our size is just right for you to make a real impact. !</li><li>
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. !</li><li>
Community Focus: We care for our communities and encourage our employees to do the same. !</li><li>
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. !</li></ul>
Join the LPL team and help us make a difference by turning life&rsquo;s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant&rsquo;s bank or credit card. Should you have any questions regarding the application process, please contact LPL&rsquo;s Human Resources Solutions Center at (855) 575-6947.
EAC12.9.25</div></div>

Marketing and Admin Assistant - Spokane, WA

<div>
 
 Senior Analyst, Strategic Technology Partnerships
 
 
 
 
 Role Overview
 
 
 
 The Senior Analyst, Strategic Technology Partnerships plays a critical role in advancing LPL&rsquo;s third‑party technology ecosystem by
 
 owning partnership execution, influencing strategy, and driving measurable outcomes
 
 . This role goes beyond operational support to act as a
 
 trusted partner to vendors, advisors, and internal stakeholders
 
 , helping translate emerging technology and market trends into scalable, compliant, and monetizable solutions for LPL and its advisors.
 
 
 The Senior Analyst is expected to operate with a high degree of autonomy, proactively identify opportunities for improvement and growth, and contribute meaningfully to strategic discussions with leadership across product, growth, legal, risk, and compliance.
 
 
 
 Key Responsibilities
 
 
 
 
 Partnership Execution &amp; Ownership
 
 
 
 <ul>
 <li>
 Serve as a primary relationship owner for a portfolio of strategic technology partners, ensuring strong communication, alignment to partnership objectives, and a high‑quality advisor and vendor experience.
 </li>
 <li>
 Independently manage day‑to‑day partnership operations while identifying opportunities to streamline workflows, improve partner performance, and scale impact.
 </li>
 <li>
 Act as a point of escalation for partnership issues, coordinating across internal teams to drive resolution and maintain momentum.
 
 
 
 </li>
 </ul>
 
 Strategic Pipeline &amp; Onboarding Leadership
 
 
 
 <ul>
 <li>
 Own and operationalize the new partnership pipeline, from early‑stage evaluation through onboarding and activation, including prioritization against LPL&rsquo;s strategic initiatives.
 </li>
 <li>
 Lead onboarding efforts for new partners, coordinating documentation, process setup, and cross‑functional collaboration with Legal, Risk, Compliance, Product, and Go‑to‑Market teams to ensure smooth and timely integration.
 </li>
 <li>
 Contribute to partnership evaluation by synthesizing insights across advisor demand, strategic fit, monetization potential, and operational complexity.
 
 
 
 </li>
 </ul>
 
 Insights, Metrics &amp; Business Impact
 
 
 
 <ul>
 <li>
 Track, analyze, and report financial, adoption, and performance metrics across vendor partnerships, translating data into insights that inform prioritization and leadership decision‑making.
 </li>
 <li>
 Proactively identify trends, risks, and opportunities within the partner ecosystem and recommend actions to improve outcomes for advisors and LPL.
 </li>
 <li>
 Support revenue‑generating initiatives such as revenue‑share partnerships, event sponsorships, and new monetization models.
 
 
 
 </li>
 </ul>
 
 Cross‑Functional Leadership &amp; Influence
 
 
 
 <ul>
 <li>
 Partner closely with internal stakeholders across product, growth, technology, marketing, and operations to ensure partnerships are aligned with broader business and platform strategy.
 </li>
 <li>
 Serve as a subject‑matter resource expert for internal teams seeking guidance on fintech capabilities, emerging technology trends, and third‑party solutions and emerging advisor technology trends.
 </li>
 <li>
 Mentor and provide informal guidance to more junior team members, contributing to team consistency and execution excellence.
 
 
 
 </li>
 </ul>
 
 Market Awareness &amp; Thought Leadership
 
 
 
 <ul>
 <li>
 Build and maintain relationships within the emerging technology ecosystem, including startups, venture capital firms, and innovation communities, to stay ahead of industry trends.
 </li>
 <li>
 Act as a thought partner in strategic discussions with senior leadership by bringing informed perspectives on market dynamics, competitive landscape, and partnership opportunities.
 </li>
 <li>
 Contribute to internal materials, leadership updates, and strategic narratives that position the Tech Strategic Partners team as a value‑creating partner, not just a sourcing function.
 
 
 
 </li>
 </ul>
 
 Required Qualifications
 
 
 
 <ul>
 <li>
 3+ years of experience within:
 </li>
 <ul>
 <li>
 Financial services or wealth management technology (custodian, broker‑dealer, advisor technology, or FinTech/SaaS), and/or
 </li>
 <li>
 A strategic partnerships, business operations, or corporate innovation function.
 </li>
 </ul>
 <li>
 Demonstrated experience working directly with external partners and internal cross‑functional teams in a complex, regulated environment.
 
 
 </li>
 </ul>
 
 Core Competencies
 
 
 
 <ul>
 <li>
 Strong sense of ownership, accountability, and follow‑through; able to manage work independently with minimal oversight and be relatable via people skills.
 </li>
 <li>
 Highly analytical, with the ability to synthesize data, trends, and qualitative inputs into clear strategic recommendations.
 </li>
 <li>
 Proven project management skills, including managing time‑sensitive, cross‑functional initiatives with multiple stakeholders.
 </li>
 <li>
 Excellent written and verbal communication skills, with the ability to educate, influence, and align diverse audiences.
 </li>
 <li>
 Detail‑oriented, process‑minded, and comfortable operating in ambiguity.
 </li>
 <li>
 Advanced proficiency with Microsoft Excel and PowerPoint, including building leadership‑ready materials and insights.
 
 
 
 </li>
 </ul>
 
 Preferred Qualifications
 
 
 
 <ul>
 <li>
 Direct experience supporting or managing strategic technology partnerships within wealth management, financial services, or enterprise technology.
 </li>
 <li>
 Familiarity with advisor technology ecosystems, including planning, CRM, portfolio management, data, or AI‑enabled tools.
 </li>
 <li>
 Exposure to vendor onboarding, risk/compliance processes, or commercialization of third‑party solutions.
 
 
 
 </li>
 </ul>
 
 Pay Range:
 
 
 
 $87,447-$145,745/year
 
 
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play &ndash; such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 
 
 
 Company Overview:
 
 
 
 LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
 
 
 At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
 
 
 For further information about LPL, please visit www.lpl.com.
 
 
 
 Join LPL Financial: Where Your Potential Meets Opportunity
 
 
 
 At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation&rsquo;s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
 
 
 
 Why LPL?
 
 
 
 <ul>
 <li>
 Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
 </li>
 <li>
 Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
 </li>
 <li>
 Unified Mission: We are one team on one mission&mdash;taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
 </li>
 <li>
 Impactful Work: Our size is just right for you to make a real impact. Learn more here!
 </li>
 <li>
 Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
 </li>
 <li>
 Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
 </li>
 <li>
 Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
 
 
 
 </li>
 </ul>
 Join the LPL team and help us make a difference by turning life&rsquo;s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
 
 
 
 Information on Interviews:
 
 
 
 LPL will only communicate with a job applicant directly from an
 
 @lplfinancial.com
 
 email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant&rsquo;s bank or credit card. Should you have any questions regarding the application process, please contact LPL&rsquo;s Human Resources Solutions Center at (855) 575-6947.
 
 
 EAC12.9.25
</div>

Sr. Analyst, Strategic Tech Partners

<div><div>Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you&rsquo;ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.<div>
Job Overview:</div>
The Sr. Analyst &ndash; Quality, Service and Robotics Operations serve as a subject matter expert and provides leadership in managing the full lifecycle of robotics, quality control processes and final implementation of automation for account maintenance and new account opening functions. This role ensures compliance with firm&rsquo;s supervisory procedures and drives process improvements to enhance operational efficiency and client experience. The Sr. Analyst collaborates with production support and business partners to ensure optimal operating model.<div>
Responsibilities:</div><ul><li>
Lead and oversee quality of robotics processing of new account and maintenance documents.</li><li>
Review and approve documentation for processing rules and procedures.</li><li>
Collaborate with Compliance, Legal, and Risk teams to resolve regulatory or procedural issues.</li><li>
Analyze workflow metrics and identify opportunities for process improvement and risk mitigation.</li><li>
Develop and maintain detailed standard operating procedures (SOPs) for automation.</li><li>
Provide training, mentorship, and guidance to team members.</li><li>
Support control processes by preparing documentation and responding to inquiries.</li><li>
Ensure accurate recordkeeping and adherence to data integrity standards.</li><li>
Lead cross-functional projects aimed at improving efficiency and client experience.</li></ul><div>
What are we looking for?</div>
We&rsquo;re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.<div>
Requirements:</div><ul><li>
2+ years of experience in financial operations with a focus on account maintenance and opening.</li></ul><div>
Core Competencies:</div><ul><li>
Strategic thinker with strong analytical and problem-solving abilities.</li><li>
Ability to manage complex projects and prioritize competing deadlines.</li><li>
High attention to detail and commitment to accuracy.</li><li>
Strong leadership and team development skills.</li><li>
Strong leadership and decision-making skills.</li><li>
Excellent communication and interpersonal skills, with the ability to influence and collaborate across departments.</li></ul><div>
Preferences:</div><ul><li>
2+ years of experience responding to reporting inquiries using MS office tools and SQL.</li><li>
Familiarity with Documentum and BOPM</li><li>
Familiarity with Microsoft products and BETA</li><li>
Experience in process improvement and operational risk mitigation.</li><li>
Familiarity with financial products and services within broker-dealer environments.</li><li>
Bachelor's degree or equivalent experience.</li><li>
SIE or Series 99 licenses preferred.</li></ul><div></div> 
Pay Range:
$61,877-$103,129/year<div> 
</div>
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play &ndash; such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!<div></div> 
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation&rsquo;s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?<ul><li>
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!</li><li>
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!</li><li>
Unified Mission: We are one team on one mission&mdash;taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!</li><li>
Impactful Work: Our size is just right for you to make a real impact. !</li><li>
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. !</li><li>
Community Focus: We care for our communities and encourage our employees to do the same. !</li><li>
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. !</li></ul>
Join the LPL team and help us make a difference by turning life&rsquo;s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant&rsquo;s bank or credit card. Should you have any questions regarding the application process, please contact LPL&rsquo;s Human Resources Solutions Center at (855) 575-6947.
EAC12.9.25</div></div>

Sr Analyst, New Accounts, Business Operations

<div>
 
 Where Ambition Meets Innovation
 
 
 
 Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you&rsquo;ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
 
 
 
 Job Overview:
 
 
 
 LPL Financial is seeking a
 
 Senior Analyst, Corporate Real Estate
 
 to support transaction management, lease administration, project coordination, and portfolio oversight across our Advisor Real Estate programs, with particular focus on our Executive Office Suite portfolio.
 
 
 This role blends real estate expertise with analytical thinking, project management, and cross-functional collaboration. The Senior Analyst will evaluate transactions, assess markets, analyze financial and qualitative data, and help manage site-related projects from diligence through integration. The ideal candidate thrives in a fast-paced environment, can navigate complex information, and brings a strong customer-service mindset to support a positive advisor experience.
 
 
 
 Roles &amp; Responsibilities:
 
 
 
 
 Transaction &amp; Portfolio Support
 
 
 
 <ul>
 <li>
 Lead and support real estate transaction activities including site evaluation, market analysis, financial analysis, and negotiation strategy.
 </li>
 <li>
 Manage the Executive Office Suite portfolio, including renewals, expansions, terminations, and servicing agreements.
 </li>
 <li>
 Analyze real estate data, transaction economics, occupancy trends, and market conditions to support strategic decision-making.
 </li>
 <li>
 Review and interpret real estate documents such as leases, amendments, estoppels, SNDA agreements, and operating expense reconciliations.
 
 
 
 </li>
 </ul>
 
 Lease Administration &amp; Project Management
 
 
 
 <ul>
 <li>
 Administer executive office lease documents to ensure accurate setup, tracking, and ongoing lease compliance.
 </li>
 <li>
 Lead project management activities related to new locations, relocations, or closeouts while coordinating with Construction Project Management, Facilities, Corporate Security, and other internal teams.
 </li>
 <li>
 Maintain documentation, track milestones, and support cross-functional workflows to ensure smooth and successful advisor transitions.
 </li>
 <li>
 Manage the overall corporate relationship with third party executive office
 
 
 
 </li>
 </ul>
 
 Cross-Functional &amp; Advisor Support
 
 
 
 <ul>
 <li>
 Collaborate closely with brokers, landlords, internal operations, legal, finance, and accounting partners to deliver a consistent advisor experience.
 </li>
 <li>
 Develop and communicate clear recommendations, trade-offs, and constraints to leaders and stakeholders.
 </li>
 <li>
 Support the creation and improvement of tools, dashboards, and processes that enhance transaction efficiency and portfolio visibility.
 
 
 
 </li>
 </ul>
 
 Operational Excellence
 
 
 
 <ul>
 <li>
 Use advanced analytical skills to interpret data, evaluate alternatives, and develop recommendations that align with broader portfolio strategy.
 </li>
 <li>
 Contribute to process improvements and innovations that ensure consistent execution across the diligence and integration lifecycle.
 
 
 
 </li>
 </ul>
 
 What are we looking for?
 
 
 
 We&rsquo;re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates
 
 pursue greatness, act with integrity
 
 , and are
 
 driven to help our clients succeed
 
 . We value those who embrace creativity, continuous improvement, and contribute to a culture where we
 
 win together
 
 and
 
 create and share joy in our work
 
 .
 
 
 
 Requirements:
 
 
 
 <ul>
 <li>
 3+ years of corporate real estate experience including lease negotiations, transaction management, analytics, and portfolio support.
 </li>
 <li>
 Experience managing or supporting portfolios ranging from serviced office agreements to large multi-floor campuses.
 </li>
 <li>
 Experience with Microsoft Office (Outlook, Excel, Word, PowerPoint), Adobe, SharePoint, and mapping tools such as Google Earth.
 </li>
 <li>
 Ability to travel up to 10%.
 
 
 
 </li>
 </ul>
 
 Core Competencies:
 
 
 
 <ul>
 <li>
 Strong negotiation skills and experience managing broker performance.
 </li>
 <li>
 Excellent verbal and written communication.
 </li>
 <li>
 Ability to manage multiple priorities and collaborate across diverse stakeholder groups, including senior leadership.
 </li>
 <li>
 Strong analytical mindset with proven problem-solving capability.
 </li>
 <li>
 Highly organized, detail-oriented, and self-driven, with the ability to independently manage workflow and deadlines.
 </li>
 <li>
 Strategic thinker with intellectual curiosity and the ability to analyze complex data.
 </li>
 <li>
 Understanding of the financial services industry and advisor business model is a plus.
 
 
 
 </li>
 </ul>
 
 Preferences:
 
 
 
 <ul>
 <li>
 BS/BA in Business, Finance, Real Estate, or related field.
 </li>
 <li>
 Corporate real estate or financial industry experience.
 
 
 
 </li>
 </ul>
 
 Pay Range:
 
 
 
 $73,001-$121,669/year
 
 
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play &ndash; such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 
 
 
 Company Overview:
 
 
 
 LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
 
 
 At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
 
 
 For further information about LPL, please visit www.lpl.com.
 
 
 
 Join LPL Financial: Where Your Potential Meets Opportunity
 
 
 
 At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation&rsquo;s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
 
 
 
 Why LPL?
 
 
 
 <ul>
 <li>
 Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
 </li>
 <li>
 Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
 </li>
 <li>
 Unified Mission: We are one team on one mission&mdash;taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
 </li>
 <li>
 Impactful Work: Our size is just right for you to make a real impact. Learn more here!
 </li>
 <li>
 Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
 </li>
 <li>
 Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
 </li>
 <li>
 Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
 
 
 
 </li>
 </ul>
 Join the LPL team and help us make a difference by turning life&rsquo;s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
 
 
 
 Information on Interviews:
 
 
 
 LPL will only communicate with a job applicant directly from an
 
 @lplfinancial.com
 
 email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant&rsquo;s bank or credit card. Should you have any questions regarding the application process, please contact LPL&rsquo;s Human Resources Solutions Center at (855) 575-6947.
 
 
 EAC12.9.25
</div>

Senior Analyst, Corporate Real Estate

<div><div>Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you&rsquo;ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
We&rsquo;re looking for a collaborative, detail-oriented Digital Marketing Data Analyst to join our Digital Marketing Analytics team. In this role, you&rsquo;ll support personalized digital experiences and provide reporting and insights across marketing channels, including email, social, and web.
You&rsquo;ll work closely with partners across marketing, content, and technology to help measure performance, validate data, and contribute to targeted website and client journey experiences. This is an ideal role for someone early in their analytics career who is curious, eager to learn, and excited to grow their technical and marketing skills. 
 
This role will be based out of our Fort Mill, SC campus
Responsibilities:<ul><li>
Analyze digital marketing performance across web, email, and social media channels</li><li>
Build and maintain dashboards and data visualizations for stakeholder reporting</li><li>
Validate and assess data quality across multiple data sources</li><li>
Manipulate and interpret datasets to identify trends and actionable insights</li><li>
Support website performance analytics and personalization initiatives, including experience targeting and A/B testing with Adobe Target</li><li>
Support strategic initiatives to improve customer experience and conversions through customer journey analytics and reporting on business impact/ROI</li><li>
Assist in data preparation and analysis in several evolving data science projects around personalization, optimization and attribution</li><li>
Partner with cross-functional teams to explain insights, answer questions, and support decision-making</li><li>
Balance independent analysis efforts with collaborative projects in a fast-paced environment</li></ul>
What are we looking for?
We&rsquo;re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
<ul><li>1-2 years of professional experience in marketing analytics, data analysis, or digital marketing</li><li>
Experience in Adobe Experience Manager (AEM) tool suite</li></ul>
Core Competencies:
<ul><li>High attention to detail</li><li>
Strong problem-solving abilities</li><li>
Ability to partner and collaborate with offshore team members</li><li>
Effective verbal and written communication</li><li>
Ability to adapt to a fast-paced environment</li><li>
Initiative and willingness to learn new tools/platforms</li><li>
Ability to both collaborate and work independentlSolid analytical thinking and data interpretation</li><li>
Experience manipulating and validating datasets</li><li>
Ability to assess data quality and troubleshoot issues</li><li>
Strong Excel skills</li><li>
Familiarity with BI or data visualization tools (Tableau preferred)</li><li>
Basic SQL skills for querying and exploration</li></ul> 
Preferences:<ul><li>
Undergraduate degree in Business Analytics, Marketing Analytics, Statistics/Analytics, Data Science, or a related field</li><li>
Expereice with Adobe Target</li><li>
Basic JavaScript understanding</li><li>
Basic HTML and CSS knowledge</li><li>
Tableau</li><li>
Salesforce Marketing Cloud (SFMC)</li><li>
Google Analytics</li><li>
Experience with website analytics (e.g., behavior metrics, content performance)</li><li>
Understanding of digital marketing strategy across web, social, and email</li><li>
Experience using data to support marketing performance or optimization</li></ul><div></div> 
Pay Range:
$61,993-$103,322/year<div> 
</div>
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play &ndash; such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!<div></div> 
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation&rsquo;s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?<ul><li>
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!</li><li>
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!</li><li>
Unified Mission: We are one team on one mission&mdash;taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!</li><li>
Impactful Work: Our size is just right for you to make a real impact. !</li><li>
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. !</li><li>
Community Focus: We care for our communities and encourage our employees to do the same. !</li><li>
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. !</li></ul>
Join the LPL team and help us make a difference by turning life&rsquo;s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant&rsquo;s bank or credit card. Should you have any questions regarding the application process, please contact LPL&rsquo;s Human Resources Solutions Center at (855) 575-6947.
EAC12.9.25</div></div>

Consultant, Digital Marketing Data Analyst

Join LPL Financial and explore 7   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

LPL Financial

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