Senior Retirement Investment Analyst

What if you could have an opportunity to help drive the Retirement Partners business at LPL Financial?  What if you could work with financial advisors to help them differentiate their retirement plan practices?  If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:
LPL is seeking an investment analyst to join its Investment Research department. This individual will act as the primary liaison between the LPL investment team and the Retirement Partners business unit and drive retirement plan analysis and thought leadership on behalf of the firm and its advisors.  

Responsibilities:

• Lead liaison between LPL Research team’s 3(38) investment program and LPL Retirement Partners

• Plan line-up investment research and analysis

• Innovate in the retirement investment thought leadership space

• Primary point of contact for LPL Retirement Partners investment inquiries

What are we looking for?

We’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:

• Bachelor's degree (economic or finance preferred)

• 3-5 years of experience in the field of retirement plan investment analysis and management.

• Series 7 and Series 66 (or willingness to obtain)

• Previous 3(38) investment management responsibility

Core Competencies:

• Superior verbal and written communication skills including an ability to cogently explain retirement investment outcomes to various audiences.

• Proficient in the utilization of analytical software and data sets such as Morningstar and Fi360.

Preferences:

• Strong technical skills, specifically in relation to quantitative analysis

•  AIF® or AIFA® designation

• CFA designation

 

Pay Range:

$94,200-$157,000/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 – 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

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