Are you a team player? Are you curious to learn? 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!

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

This individual will support the VP of Finance Systems in managing system administration and customer support for critical solutions within Finance. The AVP will be responsible for monitoring the health of Finance systems, providing top tier customer support to users and key stakeholders, and leading strategic initiatives to optimize the systems and associated processes. This will entail managing a small team of analysts, providing leadership and support to ensure the success and satisfaction of our customers.

Ideal Candidate: A leader with a customer focused attitude who has extensive experience supporting financial systems and enhancing core processes.

Responsibilities

• Oversees the performance of systems administration, support, maintenance and enhancement of our core financial systems, including the general ledger, planning and reporting systems
• Provide a customer centric experience for business partners, providing first level support
• Provide support and guidance to staff, ensuring individuals are properly cross-trained on core systems and processes
• Build and maintain relationships within Finance, Technology, other business organizations, and with third party vendors
• Oversees solution testing, training and communication strategies
• Oversee the maintenance of documentation including system runbooks, process narratives, process flows, and policies and procedures
• Ensure the maintenance of training documentation for end users on system functionality and processes
• Promote a culture of continuous improvement within a fast-paced environment
• Recommends and implements process improvement/reengineering initiatives
• Partner closely with our Product Management team in support of various initiatives

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

• BA/BS degree in Finance, Accounting, Information Systems or related field
• Minimum of 7 years of professional experience is required
• Specific experience supporting various financial systems

Core Competencies

• Strong leadership and management skills
• Strong interpersonal skills and effective communication skills with the ability to interact effectively with all levels of management and staff
• A solid understanding of Accounting, FP&A, and Treasury functions and processes
• Experience leading and/or support system upgrades and enhancements
• Strong technical skills
• Demonstrated ability to manage multiple projects and activities
• Understanding of SOX controls and ensuring compliance over financial reporting

Preferences

• CPA, CFA, MBA
• Alteryx, Tableau, MS Access, VBA, and SQL
• Oracle R12, Oracle Planning and Budgeting Cloud Service (PBCS), Trintech Cadency, Ariba, and Concur experience

Pay Range:

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.

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Join 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.