Qureos Mentor

LPL Financial

<div><div>What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what&rsquo;s possible with LPL Financial.
Job Overview:
Wealth Advisors Group (Wealth AG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients&rsquo; immediate and long-term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. This is a team-based call center environment that delivers investment advice and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service.
Responsibilities:<ul><li>
Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities</li><li>
Handling and executing client transaction and general customer service requests.</li><li>
Prepare client reports and proposals as required</li><li>
Support other departments and independent financial advisors in their understanding of the program</li><li>
Actively participate in customer service training and other training to remain current with operational policies and procedures</li><li>
Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies</li><li>
Communicate operational and financial industry policies and procedures.</li><li>
Identify new sales and asset retention opportunities</li><li>
Regularly exercise excellent business judgment</li><li>
Research and resolve advisor and client issues</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>
Bachelor's Degree or equivalent working experience</li><li>
Series 7</li><li>
Series 63 and 65, or 66 License (or ability to obtain within 90 days of hire)</li><li>
2 years + of direct client experience within the financial services industry preferred</li></ul>
Preferences:<ul><li>
Life and Health preferred</li><li>
Excellent telephone service/relationship management skills</li><li>
Proficient in Microsoft Office and web based applications</li><li>
Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills</li><li>
Prior financial trading experience</li><li>
Ideal candidate will have prior tele-sales experience</li><li>
Must have excellent communication skills, and strong service ethic</li><li>
Previous Experience as a financial advisor</li><li>
Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered</li></ul>
#LI-VF<div></div> 
Pay Range:
$67,500.00-$112,500.00/year<div> 
</div>
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. 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>

Financial Representative

<div><div>What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what&rsquo;s possible with LPL Financial.
Job Overview:
LPL Home Office Technologies is responsible for the support, engineering, and strategy for the enterprise desktop applications that our internal employees use to better serve our Advisors and Investors. Simply put, our goal is to provide a modern computing environment that is reliable, simple to use, and flexible to individual work styles. 
We are seeking a qualified professional Analyst II, Home Office Tech to provide IT Support to our LPL internal employees, resolving or escalating issues in a timely and professional manner over multiple channels of communication. Secondarily, this role will support and participate in internal IT activities such as helping rollout and drive user adoption to new technologies, ensuring new hires success with IT needs when they start at LPL, and assist in building a robust knowledge base that we be leveraged as we introduce automation and AI.
Responsibilities:<ul><li>
Provides Tier 2 support for end-user computing devices for LPL employees and Contingent workers in multiple offices and functions as an escalation point for Tier 1 support.</li><li>
Responds to incidents and requests within a ticketing system, providing resolution within a complex fast-paced business environment.</li><li>
Deploys and troubleshoots end-user computing devices including laptops, desktops, printers, MFPs, and wireless devices that are aligned with the Home Office Security Policy.</li><li>
Reimage computers/hard drives in accordance with standards. 
Perform Move, Add, and Change functions including installation and decommission.</li><li>
Install, configure, and troubleshoot Windows-based operating systems, Microsoft Office and Internet browsers.</li><li>
Install, configure, and troubleshoot MAC/Apple-based operating systems and proprietary applications.</li><li>
Configures and supports remote users including VPN client and connectivity.</li><li>
Provides customer training and knowledge documentation.</li><li>
Complies with and supports ITIL change-incident-problem management processes and work instructions.</li><li>
Troubleshoots incidents and fulfills requests within established SLAs.</li><li>
Adheres to Desktop and End User Computing processes, procedures, policies, and job aids.</li><li>
Provides a high touch, business-aware, personalized, world-class customer service that extends to executive and senior-level support.</li><li>
Partner with Business Units, Active Directory, Messaging, Network, Engineering, Information Security, Service Desk and vendors.</li><li>
Perform asset inventory activities as needed.</li><li>
Able to work with minimal instruction on day-to-day operations and general instruction on new assignments from management.</li><li>
Provide exceptional customer service to LPL internal business partners by troubleshooting IT-related problems from LOB application, MS Suite and VPN for remote users, to hardware such as mobile phones, laptops, PCs and printers.</li><li>
Maintain a high degree of customer service for all support queries and adhere to all service management principles, and standard operating procedures.</li><li>
Drive continuous improvement by thinking out of the box for potential solutions or ideas around reducing volume to the service desk and contribute to our knowledge base by writing and submitting KB articles.</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>
Must be able to work 100% from a corporate office 5 days a week. Role supports onsite employees so working remotely is not an option.</li><li>
2+ years of Tech Support experience including supporting Windows and Mac 
Experience with workstation setup, Citrix VDI experience, conference room support, networking, and other related duties</li><li>
Experience in management and support of Microsoft Active Directory Domains, Microsoft Office, Office 365, corporate networks, and mobile device technology.</li></ul>
Preferences:<ul><li>
Working knowledge of various Windows OS and hardware for PC environments, principles and terminology of networking and mobile technologies.</li><li>
Strong communication skills and collaborative attitude are key attributes for this role.</li><li>
An Associate degree, Certificate, or Boot Camp in Computer Science or equivalent training/experience required.</li></ul><div></div> 
Pay Range:
$29.82-$49.70/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, 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>

Tech Analyst II, Tech Support

<div><div>What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what&rsquo;s possible with LPL Financial.
Job Overview:
This Senior Analyst role is part of the Strategic Sourcing &amp; Procurement (SS&amp;P) organization and provides support to both internal business partners and external vendors. A central aspect of this role is leading change and process management efforts in support of SS&amp;P and the Contingent Workforce Program.
The position will contribute to the program&rsquo;s evolution by enhancing supplier relationship and performance management, driving program adoption, and applying data‑driven insights to inform long‑term program strategy.
The ideal candidate possesses extensive experience in contingent labor program strategy and operations, a strong understanding of best practices across staff augmentation and SOW services, and the analytical capability to translate data into strategy and deliver results end‑to‑end.
Responsibilities:<ul><li>
Support day‑to‑day operations of the Contingent Labor Program, including onboarding and offboarding, monitoring assignment end dates, processing extensions, and responding to program‑related inquiries.</li><li>
Manage requisition queues in a timely manner and within defined SLAs, ensuring accurate administration and updates in Beeline.</li><li>
Perform daily administration of the CLP/Beeline VMS, including data entry, contract updates, and maintaining accurate program records.</li><li>
Create, manage, and distribute weekly and monthly status reports, including resource planning updates, requisition activity, and CLP statistics (placements, terminations, transfers).</li><li>
Assist with job postings on external job boards and track posting dates, costs, and contract updates.</li><li>
Review contracts to ensure compliance with sourcing and contracting policies, escalating issues to Legal and business partners as needed.</li><li>
Support development of contingent labor category plans by analyzing spend data, vendor performance, contract summaries, stakeholder inputs, and market insights to inform both short- and long‑term strategies.</li><li>
Contribute to the Contingent Labor Programs evolution by driving quick‑win improvements while advancing long‑range strategic priorities.</li><li>
Strengthen collaboration with internal business partners to ensure clear understanding of requirements, alignment on initiatives, and consistent stakeholder engagement.</li><li>
Communicate CLP program guidelines, processes, and contract expectations to suppliers and internal managers to ensure compliance and clarity.</li><li>
Bring forward thought leadership to identify cost savings, operational efficiencies, and opportunities to enhance program maturity.</li><li>
Collaborate across departments to support strategy development, issue resolution, and continuous process improvement.</li><li>
Represent and advocate SS&amp;P strategies, policies, and goals across the firm.</li><li>
Perform additional duties as assigned to support evolving business and program needs.</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>
3-5 years of experience within a medium to large enterprise environment.</li><li>
Minimum of 3 years of experience in MSP operations, MSP program support, or internally managed Contingent Labor Program management or support.</li><li>
Extensive hands‑on experience with Beeline VMS, including reporting and system administration, is required.</li><li>
Foundational knowledge of different labor and services categories including contingent labor, IT services, Engineering Services, and other misc. professional services.</li><li>
Demonstrated ability to effectively communicate across all levels of the organization, translating detailed information into clear, concise executive summaries.</li><li>
Interpersonal and customer‑service skills with the ability to work effectively with individuals at all levels, both internally and externally.</li><li>
Above Average proficiency in Microsoft Office, including Excel, SharePoint, Word, and PowerPoint.</li><li>
Demonstrated ability to build strong relationships through consistent, transparent support of business partners.</li><li>
Proven ability to manage multiple projects and prioritize workload based on business needs and deadlines.</li><li>
Extensive understanding of the full spectrum of Contingent Labor and Professional Services offerings.</li><li>
Above average analytical skills with the ability to develop and interpret complex data and subsequently present insights clearly to various audiences</li><li>
Highly adaptable and resourceful, with a proven ability to manage changing priorities and thrive in ambiguous environments.</li><li>
Ability to remain calm under pressure and a sense of humor!</li></ul>
Preferences:<ul><li>
Bachelor&rsquo;s degree required</li><li>
Financial services industry experience</li><li>
Experience with Ariba or other procure‑to‑pay systems</li><li>
CCWP preferred</li></ul>
#LI-PA<div></div> 
Pay Range:
$73,735-$122,892/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, Strategic Sourcing and Procurement

<div><div>What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what&rsquo;s possible with LPL Financial.
Are you someone with a strong background in financial analysis? Do you strive to be a best-in-class business partner? Excited to learn more? If so, then this could be the role for you!
Job overview:
At LPL Financial, the Gross Profit team within Corporate FP&amp;A provides the enterprise-wide perspective on revenue performance and outlook. We connect operations to financial outcomes, delivering a clear, consolidated view of how the business is performing today and where revenue is expected to trend. In a complex, diversified model, this role helps ensure leadership has a disciplined, forward-looking understanding of top-line performance.
We are seeking a high-performing Senior Financial Analyst, Corporate FP&amp;A - Gross Profit (Revenue) to join the Gross Profit team and serve as a revenue thought partner to senior leadership. This role centers on understanding and forecasting the key economic drivers of revenue and translating those variables into a cohesive enterprise outlook. You will operate at the intersection of Finance, business leadership, and Strategy, ensuring that revenue expectations are grounded in data, aligned to operating realities, and clearly communicated to executive stakeholders.
The ideal candidate brings strong modeling capabilities, intellectual curiosity, and comfort operating in ambiguity. You should think in drivers, not line items; in sensitivities, not static budgets. This role requires precision, skepticism of assumptions, and the ability to distill complex revenue mechanics into executive-ready insights.
If you are motivated by understanding what truly shapes growth and want meaningful exposure to enterprise-level decision-making in a public company environment, this is the role for you.
Responsibilities:<ul><li>
Own and enhance enterprise revenue forecasting models across multiple revenue streams</li><li>
Translate market movements, advisor behavior, and business trends into actionable financial insights</li><li>
Support executive-level reporting and deliver clear narratives around revenue drivers, risks, and opportunities</li><li>
Partner cross-functionally with business leaders, Strategy, Treasury, and Investor Relations to connect operating performance to long-term value creation</li><li>
Develop scenario analysis and stress testing to inform capital allocation and strategic decision-making</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>
Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline)</li><li>
3+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics</li></ul>
Core Competencies:<ul><li>
Excellent attention to detail</li><li>
Self-starters who are dependable, can work independently, and run with asks that come with little initial direction</li><li>
Focus on continuous improvement in all financial related processes</li><li>
Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment</li></ul>
Preferences:<ul><li>
CFA, MBA, or CPA</li><li>
Background in Wealth Management or Financial Services, with expertise in FP&amp;A and related disciplines such as Treasury / Capital Management, and Investment Banking / M&amp;A</li></ul><div></div> 
Pay Range:
$76,941-$128,235/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>

Senior Analyst, Corporate FP&A

<div><div>What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what&rsquo;s possible with LPL Financial.
Job Overview:
As an Analyst in SS&amp;P you will be responsible for executing the sourcing and procurement process to procure various products and services for LPL. As such, you will work closely with a number of internal stakeholders in the selection, use and management of external vendors across the LPL Technology portfolio. This includes supporting the management of the entire sourcing process for assigned categories with a constant focus on working collaboratively with leadership, understanding and managing strategy, vendor selection and due diligence, contract negotiations, costs to budget, risk mitigation, and regulatory compliance.
A fundamental component of the role is change management and the ability to lead the transformation of SS&amp;P into a strategic partner across the firm.
Responsibilities:<ul><li>
Negotiating low - medium dollar (&lt;$250K) &amp; risk contracts with key vendors. Contracts include, but are not limited to: MSAs, SaaS Agreements, EULAs, SOWs</li><li>
Assist VP in creating training documents, reports, best practices documentation for Technology commodities</li><li>
Assist Sourcing Managers in the analysis and development of category plans to provide visibility to spend, vendor summaries, contract summaries, stakeholder engagement, and market insights that lead to both short and long-term strategies</li><li>
Act as the reporting / analytical SME for the team; perform financial analysis, spend &amp; Ariba reporting</li><li>
Partner with business groups to issue, evaluate and conduct RFx</li><li>
Bring thought leadership to identify additional cost and operational efficiencies</li><li>
Work in collaboration with multiple departments and business partners to develop strategy, policy and/or resolution of issues</li><li>
Present recommendations and commodity plans to SS&amp;P leadership team and business</li><li>
Represent and advocate SS&amp;P strategies and goals across the firm</li><li>
Challenge assumptions, opinions, and decisions in a diplomatic way to ensure that actions taken are in the organization&rsquo;s best interest</li><li>
Review contracts to ensure compliance to sourcing and contracting policies and procedures, and to escalate concerns to legal and business partners.</li><li>
Process contract terminations, expirations, extensions and renewals.</li><li>
Manage contract request queue in our procure-to-pay system, ARIBA, in a timely manner and within SLA.</li><li>
Support projects to continuously improve the capabilities of the SS&amp;P organization</li><li>
Foster a positive, diverse and inclusive culture through education and communication</li><li>
Represents and advocate SS&amp;P strategies and goals across the firm.</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>
An appropriate 4-year college degree</li><li>
Minimum of 1-3+ years of experience working in a medium-to large professional enterprise or 1+ years of contract negotiations and pricing experience</li><li>
Advanced MS Office skills including Excel, SharePoint, Word and Power Point</li></ul>
Preferences:<ul><li>
Technology Sourcing background</li><li>
Financial Services experience</li><li>
Experience using ARIBA or other Procure-to-Pay tools</li></ul>
#LI-PA<div></div> 
Pay Range:
$59,869-$99,781/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>

Analyst, Strategic Sourcing & Procurement