LPL Financial is seeking a strong applicant to join our team as a member of our Capital Markets (treasury) group. As a trusted business partner, you will lead deep and thoughtful analysis to help our management team make informed decisions. The ideal candidate for this role has a combination of strong business acumen, high attention to detail and capital markets knowledge to support the companys capital planning and decision making.
The Capital Markets team plays an instrumental role in the analysis and reporting of LPLs financial information and partnering with the companys business units providing overall financial decision support. This team is directly involved in managing our capital structure, as well as strategic and general financial analysis, including, but not limited to, internal growth initiatives along with supporting/financing potential M&A transactions.
The position will be responsible for ensuring timely, accurate and insightful financial analysis, reporting and modeling to promote the efficiency and success of the firms capital structure management. This position requires strong organizational, analytical, communication, technical and corporate finance skills, and the ability to manage multiple projects on parallel tracks. Strong quantitative and organizational skills along with a thorough understanding of corporate finance principles and advanced financial modeling concepts are required. Candidates must possess the ability to interact effectively with business partners and all levels of management. The ability to work within a team, take the initiative and show strong attention to detail is critical.
Roles & Responsibilities:
About LPL Financial:
LPL Financial is a leader in the retail financial advice market and the nations largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.
If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.
We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.
Join the LPL team and help us make a difference by turning lifes 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 @lpl.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 applicants bank or credit card. Should you have any questions regarding the application process, please contact LPLs Human Resources Solutions Center at (800) 877-7210.Posted 2 Days AgoFull timeR-008595
As the nations leading independent broker-dealer*, we offer an
integrated platform of proprietary technology, brokerage, and
investment advisor services to more than 14,000 financial
advisors and approximately 700 financial institutions, enabling
them to help their clients turn life's aspirations into financial
realities. We also support more than 4,000 other financial
advisors with customized clearing solutions, advisory
platforms, and technology.
Weve told you what we do for our customers, but what can we
do for you?
Well provide you with a work environment that encourages your
creativity and growth, a leadership team thats supportive and
responsive, and the opportunity to create a career that has no
limits, only amazing potential.
*As reported by Financial Planning magazine, June 1996-2017,
based on total revenue.