LPL Financial - Fort Mill, SC
posted 4 months ago
LPL Financial is seeking a Senior Investment Product Analyst to join our team in Fort Mill, South Carolina. This role is pivotal in enhancing the experience of our advisors and investors while improving our firm's economic and risk profiles. The Senior Analyst will primarily focus on our mutual fund and ETF offerings, playing a crucial role in our overall investment and advisory product strategy. The ideal candidate will be a strong collaborator, capable of delivering a world-class client experience in a fast-paced environment. In this position, you will support business-to-business interactions between LPL Financial and mutual fund and ETF companies. You will analyze the corporate and economic relationships between LPL and our Strategic Partners, ensuring that we maintain strong partnerships. Interaction with both internal stakeholders, such as financial advisors and senior leadership, and external customers, including product sponsors and industry peers, is essential. You will be responsible for identifying, researching, and resolving issues related to product sales and servicing, as well as business planning. A key aspect of this role is developing a deep understanding of how our investment offerings and advisory platforms serve different advisor models. You will articulate how each platform can address our clients' business needs effectively. The role requires independent thinking, creativity in problem-solving, and the ability to connect various observations and results to develop innovative solutions. Additionally, you will collaborate with other teams to build and deliver presentations that convey complex data and new ideas to various audiences, including senior leadership.