Direct Business Team Lead
Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! Excited to learn more? If so, then this could be the role for you! LPL Financial (Nasdaq:
LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.
Today, LPL is a leader in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.
We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.
At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice.
And they have the freedom to manage their client relationships, because they know their clients best.
Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
We are looking for a technology leader with experience in the data space to lead one of our Direct Business technology teams.
This is an exciting opportunity to lead and help define the future state of processing which contributes a large amount to LPL's assets under management and which has been identified as a key area for improvement.
As such, LPL is looking for someone to lead a team of professionals as we upgrade our backend data ingestion processes in order to bring our applications to a state where we can be a key success factor in LPL's own growth strategy.
Responsibilities:
Work with the team and business to gather requirements from users; document analysis using business process descriptions, use cases, scenarios, business analysis, task and workflow analysis Schedule and lead requirements and design discussions with customers of all levels throughout the company including executives Innovate on out of the box solution that leverages the holistic knowledge of variety of use cases.
Collaborate with developers and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs Be a liaison between the application development team, other technology teams and project and relationship managers Manage and ensure requirements are met through the entire SDLC process by participating in design discussions, QA, UAT and deployment Collaborate with scrum master, product owner, and others to prioritize work as per roadmap, and push development through to implementation.
Ensure high productivity from development team Work with management on resourcing mix to effectuate the right team and value for business investment.
Work with various technical teams including system architects to plot out ideal ingestion methodologies, shifting the environment to one which is highly scalable and maintainable.
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:
10
years of experience functioning as a leader within a mid to large organization 10
years of experience with Wealth Management Experience (or Asset Management experience with conceptual knowledge on WM is fine) preferred or Financial Industry experience 5
years' experience with demonstrable facilitation and leadership skills in requirements solicitation and review (user interviews) 5
years' experience with adept at SQL queries, report writing and presenting findings 5
years' experience with working knowledge of TFS, JIRA, QC, Aha! and other project management tools Core Competencies:
Successfully engage in multiple initiatives simultaneously.
Must be comfortable in rapidly changing and sometimes ambiguous work situations.
Comfortable working independently, adapting to shifting priorities, demands and timelines in a fast paced environment Keen attention to detail and complex problem solving abilities from operational and technical perspective.
Ability to work independently and engage other team members as needed Ability to handle full workload and meet proposed deadlines Preferences:
Exposure to enterprise integration tools, and extract/transform/load (ETL) tools Experience in Agile development methodology/Scrum is preferred Experience managing a team Strong technical knowledge of technical data Experience in Cloud Technology Pay Range:
$113,520-$170,280/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! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone.
As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services.
We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission.
We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact.
We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.
We also care for our communities, and we encourage our employees to do the same.
This creates an environment in which you can do your best work.
Want to hear from our employees on what it's like to work at LPL? Watch this!We take social responsibility seriously.
Learn more hereWant to see info on our benefits? Learn more hereJoin the LPL team and help us make a difference by turning life'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's bank or credit card.
Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (800) 877-7210.
Recommended Skills Adaptability Agile Methodology Asset Management Attention To Detail Business Analysis Business Process Improvement Estimated Salary: $20 to $28 per hour based on qualifications.
LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.
Today, LPL is a leader in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.
We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.
At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice.
And they have the freedom to manage their client relationships, because they know their clients best.
Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
We are looking for a technology leader with experience in the data space to lead one of our Direct Business technology teams.
This is an exciting opportunity to lead and help define the future state of processing which contributes a large amount to LPL's assets under management and which has been identified as a key area for improvement.
As such, LPL is looking for someone to lead a team of professionals as we upgrade our backend data ingestion processes in order to bring our applications to a state where we can be a key success factor in LPL's own growth strategy.
Responsibilities:
Work with the team and business to gather requirements from users; document analysis using business process descriptions, use cases, scenarios, business analysis, task and workflow analysis Schedule and lead requirements and design discussions with customers of all levels throughout the company including executives Innovate on out of the box solution that leverages the holistic knowledge of variety of use cases.
Collaborate with developers and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs Be a liaison between the application development team, other technology teams and project and relationship managers Manage and ensure requirements are met through the entire SDLC process by participating in design discussions, QA, UAT and deployment Collaborate with scrum master, product owner, and others to prioritize work as per roadmap, and push development through to implementation.
Ensure high productivity from development team Work with management on resourcing mix to effectuate the right team and value for business investment.
Work with various technical teams including system architects to plot out ideal ingestion methodologies, shifting the environment to one which is highly scalable and maintainable.
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:
10
years of experience functioning as a leader within a mid to large organization 10
years of experience with Wealth Management Experience (or Asset Management experience with conceptual knowledge on WM is fine) preferred or Financial Industry experience 5
years' experience with demonstrable facilitation and leadership skills in requirements solicitation and review (user interviews) 5
years' experience with adept at SQL queries, report writing and presenting findings 5
years' experience with working knowledge of TFS, JIRA, QC, Aha! and other project management tools Core Competencies:
Successfully engage in multiple initiatives simultaneously.
Must be comfortable in rapidly changing and sometimes ambiguous work situations.
Comfortable working independently, adapting to shifting priorities, demands and timelines in a fast paced environment Keen attention to detail and complex problem solving abilities from operational and technical perspective.
Ability to work independently and engage other team members as needed Ability to handle full workload and meet proposed deadlines Preferences:
Exposure to enterprise integration tools, and extract/transform/load (ETL) tools Experience in Agile development methodology/Scrum is preferred Experience managing a team Strong technical knowledge of technical data Experience in Cloud Technology Pay Range:
$113,520-$170,280/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! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone.
As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services.
We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission.
We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact.
We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.
We also care for our communities, and we encourage our employees to do the same.
This creates an environment in which you can do your best work.
Want to hear from our employees on what it's like to work at LPL? Watch this!We take social responsibility seriously.
Learn more hereWant to see info on our benefits? Learn more hereJoin the LPL team and help us make a difference by turning life'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's bank or credit card.
Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (800) 877-7210.
Recommended Skills Adaptability Agile Methodology Asset Management Attention To Detail Business Analysis Business Process Improvement Estimated Salary: $20 to $28 per hour based on qualifications.
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