Qureos Mentor

LPL Financial

<div><div>LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at First Heritage Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial.
This role will require the employee to work on-site at a local branch.
Job Overview:
A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.
Responsibilities:<ul><li>
Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.</li><li>
Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions</li><li>
Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.</li><li>
Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements</li><li>
Delivering a high quality customer service experience during each customer interaction</li><li>
Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate</li><li>
Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.</li></ul>
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:<ul><li>
High school diploma or equivalent (Bachelor&rsquo;s Degree Preferred)</li><li>
Minimum of two (2) years investment sales experience (preferably in a financial institution)</li><li>
Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66</li><li>
Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)</li><li>
Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer</li></ul>
Preferences:<ul><li>
Demonstrated ability to sell products and services to investment clients; evidence of strong sales results</li><li>
Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space</li><li>
Excellent knowledge of investment/insurance products and financial planning</li></ul>
Core Competencies:<ul><li>
Strong self-motivation and ability to work independently</li><li>
Excellent verbal, written and interpersonal communication skills</li><li>
Possess strong organization skills</li><li>
Excellent customer service and business focus with a great attention to detail</li><li>
Effective research and analysis skills</li></ul>
#LI-Onsite 

Pay Range:64350 - 70000 

The salary range is dependent on a number of factors, including the applicant&rsquo;s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.</div></div>

Wealth Advisor - First Heritage FCU

<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 Financial seeks an experienced attorney to join its corporate legal advice team as Vice President, Assistant General Counsel, Brokerage. This VP will report to a Senior Vice President responsible for providing strategic legal advice to various business units. This team focuses primarily on the needs of LPL&rsquo;s broker-dealer business but also provides support to the investment advisory business as well. This position entails advising LPL&rsquo;s (1) Business Development Unit; (2) Corporate Transaction and M&amp;A team; and (3) various affiliation models and brokerage and custodial platforms. The ideal candidate is one who can thrive in a fast-paced business environment and can manage a substantial docket autonomously. Relevant private practice experience is highly desired. Prior in-house counsel experience preferred but not required.
Responsibilities:<ul><li>
Day-to-day legal support for LPL&rsquo;s financial services business, including providing legal analysis and advice with respect to applicable rules, regulations and legal risk relating to the brokerage and investment advisory business.</li><li>
Work with a senior attorney on internal merger and acquisition projects, development and maintenance of LPL&rsquo;s brokerage and custodial platforms for advisors, and business development initiatives. This may include engaging with FINRA, including its MAPS team to help with CMA.</li><li>
Drafting and modifying client agreements, account documentation and disclosures, and filings with regulators. Performing legal research and drafting memorandums concerning compliance with applicable laws, rules and regulations.</li><li>
Interacting with other members of the Legal Department as well as other LPL units including, amongst other departments, Compliance and Risk.</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>
5+ years of experience in dealing with issues arising under the Securities Exchange Act, Investment Advisers Act of 1940, Investment Company Act of 1940, FINRA rules and regulations as well as related federal and state securities laws.</li><li>
Proficiency in legal writing, performing legal research (LexisNexis preferred) and written communication skills.</li><li>
Understanding of regulatory landscape applicable to broker-dealers and registered investment advisers, including a familiarity with regulatory processes (SEC and FINRA).</li><li>
Experience with FINRA continuing membership applications, prior work at or for a clearing firm or custodian, and an understanding of the SEC Custodial Rule and Customer Protection Rule is highly preferred but not required.</li><li>
Proficiency with MS Word, Excel, PowerPoint, and Outlook.</li></ul>
Preferences:<ul><li>
Transactional experience specifically in mergers and acquisitions, securities transactions, non-disclosure agreements, etc. preferred.</li><li>
Ability to interface effectively with investment personnel as well as LPL advisors, clients and their counsel.</li><li>
Ability to understand and assess a wide variety of complex commercial transactions.</li><li>
Highly motivated self-starter able to work independently while collaborating and coordinating as part of a global program.</li><li>
Strong analytical and problem-solving skills and the ability to provide viable solutions in a time-sensitive environment.</li><li>
Exceptional written and verbal communications skills, attention to detail, and effective time management.</li><li>
Sound judgment and an ability to appropriately escalate issues internally.</li><li>
Proven ability to handle highly confidential information professionally and with appropriate discretion.</li></ul>
#LI-PA<div> 
</div>Pay Range:
$163,725-$272,875/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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.
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.
EAC1.22.25</div></div>

VP, Associate General Counsel - Brokerage Advice

<div><div><div>Job Overview:</div>
The Scrum Master II is responsible for providing Agile facilitation and coaching to 2-3 Agile teams to
ensure the teams adopt and maintain high performing Agile delivery practices, and realize the value
intended. This role supports the following PMO service offerings:<ul><li>
Planning &amp; Time Management</li><li>
Risk &amp; Issue Management</li><li>
Stakeholder Management</li><li>
Governance</li><li>
Release Management.</li></ul><div>
Responsibilities:</div><ul><li>
Facilitates agile ceremonies: daily stand-up (scrum) meetings, retrospectives, demos, backlog grooming / refinement, backlog sizing, and sprint planning</li><li>
Understands and uses a variety of techniques to continuously optimize ceremonies and team participation and engagement</li><li>
Identifies and helps to remove impediments, escalates impediments to the product and tech manager, recommends ways to resolve impediments, and influences leadership to take action on these recommendations</li><li>
Helps team inspect and adapt process through retrospectives, data / metrics tracking, and creating a safe, trusting environment with space to grow</li><li>
Coaching the team to higher levels of performance</li><li>
Assists with internal and external communication and improving transparency by creating visible information radiators (burn-downs, velocity chart, etc.), dashboards, and demos</li><li>
Track defects , ensure team is using the tools for updates</li><li>
Co-orindate with release&rsquo;s , follow up on change&rsquo;s approvals, take ownership on release communications and support production deployment</li><li>
Provides metric reports to assist in product roadmap planning</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>
Bachelor&rsquo;s degree and 5 years of product or project development experience, or 5 years of project development experience on an</li><li>
3 plus years hands on experience in using Jira, Confluence</li></ul>
Core Competencies:<ul><li>
Knowledge of an agile framework or method (i.e. Scrum, Kanban), or understanding of software development life cycle models as well as in-depth knowledge of traditional project management principles and practices</li><li>
Experienced at refinement, story splitting, estimation, velocity, retrospection, and other Scrum techniques</li><li>
Coaches the Agile delivery team on Agile mindset and methodologies, and relevant processes. Exemplifies and promotes Agile values and principles.
</li><li>Has knowledge of prioritization. Is able to prioritize own work and to contribute to the prioritization of work of the team.
</li><li><ul><li>Guides team members in understanding their role. Helps team identify and resolve conflicts, with help from others. Helps the team break down and deliver incremental work.
</li></ul></li><li>Consistently and transparently tracks and helps remove team impediments.
</li><li>Ability to articulate complex messages to the team, exhibiting clarity, honesty and impact.
</li><li>Influences the direction of PMO organization.
</li><li>Brings Lean-Agile mindset to the work of the team and is comfortable challenging team thinking to bring in line with SAFe principles</li></ul>
Preferences:<ul><li>
Experience handling Hybrid team of Multi vendors and complex projects.
</li><li>Agile Team or an equivalent combination of Agile Certification and work experience</li></ul> 
Pay Range:
$109,425-$182,375/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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.
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.
EAC1.22.25</div></div>

Scrum Master

<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:
The Strategic Sourcing &amp; Procurement team at LPL Financial seeks an accomplished and dynamic professional to manage cross-functional negotiations across various categories.
Are you skilled at building strong relationships and handling challenging conversations to create value through effective partnerships? Do you have proven experience in setting a clear commercial vision, reporting, performing under pressure, improving engagement models, and achieving outstanding financial results?
If yes, then this could be the role for you!
We have an exciting opportunity to join our Strategic Sourcing &amp; Procurement organization as an AVP, Sourcing. In this role, you will not only execute sourcing strategies but also shape the future of LPL&rsquo;s vendor landscape. You&rsquo;ll champion innovative approaches, harness emerging technologies, and drive transformation initiatives that deliver measurable business value. Your influence will extend across the enterprise, engaging with senior executives and leading cross-functional teams to achieve ambitious goals, actively participating in major negotiations for Technology, Corporate Services, and Consulting.
Success in this role is measured by your ability to dynamically lead, deliver cost optimization, minimize risk, and enhance vendor performance. You&rsquo;ll have opportunities for career advancement and professional development, supported by LPL&rsquo;s commitment to your growth.
Responsibilities:<ul><li>
Negotiates medium to high financial and risk contracts in such a way to drive value cross functionally across Business, Product and Technology roadmaps. Contracts include, but are not limited to: MSAs, SaaS Agreements, EULAs, SOWs</li><li>
Collaborate and drive partner collaboration with various business stakeholders, Third Party Risk, FP&amp;A and Legal to conduct contract analysis, establish clear metrics of success and reduce third party risk.</li><li>
Effectively partners to further establish LPL&rsquo;s evolving location strategy and align third party contracts, vendor consolidation and contract renegotiations with this strategy</li><li>
Responsible for mentoring and developing sourcing talent, fostering a culture of continuous learning and improvement.</li><li>
Develop and implements category and sourcing strategies independent of the Sourcing category by collaborating with your partners and incorporating a thoughtful understanding of the technical requirements, the departmental strategies of your partners and market trends</li><li>
Effectively lead the RFx process through to completion, including requirements gathering, identifying potential respondents, identifying the criteria, scorecards and weighting, negotiation and contracting</li><li>
Ensures your team establishes deep partnerships with their strategic partners, reviewing financial trends and aligning Vendors to LPL&rsquo;s strategic vision.</li><li>
Influences and maintain strong internal relationships from the Executive level through to day-to-day operational functions.</li><li>
Align LPL in growth projections required for future success.</li></ul>
What does your success look like in the first 90 days?
Step in as an integral contributor in the Vendor landscape, meet with key executives across various Business, Product and Technology units to understand impact, importance and dependencies for LPL. Partner with the Business, Sourcing and Third-Party Risk to gain an understanding of ongoing operational dependencies. Gain an understanding of the company&rsquo;s goals and establish the draft strategy aligning LPL&rsquo;s most strategic Vendors.
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>
7-10 years of experience in Sourcing, preferably working in/setting up Global Capability Centers in India</li><li>
5+ years as a leader developing, cultivating, and leading strong cross functional relationships driving maturity of the function</li><li>
Previous experience in contracting with Indian based entities</li><li>
Strong process leader who is detail oriented with demonstrated expertise on contract agreements and risk management</li><li>
Demonstrated experience in developing and cultivating a productive working rapport with Senior Executives</li><li>
Ability to drive data driven discussions and create a strategy/plan based on the data to drive results</li><li>
Expert communication skills, both written and oral, with ability to create/present executive presentations and serve as one of the recognized subject matter experts on the team</li><li>
Flexibility and organizational change management experience</li><li>
The ability to work in a cross-functional team and drive outcomes without having direct authority</li><li>
Actively anticipates, identifies, and manages risks within the company</li><li>
Expert consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to complex business challenges</li><li>
Negotiation experience with Financial Services / Wealth Management vendors</li></ul>
Core Competencies:<ul><li>
Natural ability to build &amp; foster strong relationships</li><li>
Strong collaboration skills with the ability to engage and influence others in all levels of the organization</li><li>
Proven experience in managing multiple projects, with an ability to prioritize individual and team</li><li>
workload based on business needs and deadlines</li><li>
Negotiation skills with demonstrable experience in negotiating win-win outcomes that meet the interests of all parties</li><li>
Ability, with proven experience, to work in a dynamic fast paced organization, with a focus on continuous improvement, customer service and teamwork</li><li>
Creative problem-solving skills and experience in facilitation of effective discussions around change management and varied ideas, opinions, insights and expertise</li><li>
Unimpeachable ethical standards and a strong work ethic</li><li>
Grace under pressure and a sense of humor!</li></ul>
#LI-PA<div></div> 
Pay Range:
$99,188-$165,313/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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.
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.
EAC1.22.25</div></div>

AVP, Strategic Sourcing

Join LPL Financial and explore 4   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

ABOUT_COMPANY

Wealth Advisor - First Heritage FCU

VP, Associate General Counsel - Brokerage Advice

Scrum Master

AVP, Strategic Sourcing