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Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Alternative Investments at LPL is a rapidly growing, fast-paced team at the forefront of the firm’s initiatives. The tight-knit team manages the firm’s platform, including product, marketing and distribution, education and training, and product onboarding. We are an innovative group working to deliver a world-class platform for LPL’s advisors and their clients.

Job Overview:

As part of the alternative investments team within Wealth Management (WM), the primary responsibility of this role will be to support the implementation of the firm’s strategy for alternative investments. This position reports to the VP, Head of Alternative Investments. This role will be responsible for the day-to-day execution of the initiatives set forth by the alternative investments and LPL leadership teams. The role will involve collaboration with LPL sponsor partners, multiple internal groups and require strong analytical, organizational, and problem-solving skills, as well as the ability to work within tight deadlines and changing priorities. The VP will contribute substantially to the WM group’s goal of delivering a world-class alternative investments platform.

Roles & Responsibilities

• Assist the VP, Alternative Investments in the day-to-day execution of the projects and initiatives implementing the strategic vision for the alternatives platform and LPL as a firm
• Monitor and report on the progress of the group’s workflows, projects, and initiatives
• Work with multiple internal stakeholders on the successful implementation of our strategic initiatives
• Develop strong relationships with product sponsors and industry professionals to further the firm’s advancement of our strategic vision
• Be a continual learner about LPL, our industry, our products, and the markets

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
• A minimum 10-15 years in the financial services product industry
• A minimum of 7-10 years' experience with alternative investments (private equity, real estate, hedge funds, private credit, commodities, etc.)
• FINRA Series 7 and 66 (either have or be willing to obtain soon after hiring)

Core Competencies:

• A history of high performance and the ability to take initiative and follow through on projects independently as well as work as a leader of initiatives
• Demonstrate self-motivation, high-energy, tenacity, perseverance, attention to detail, and a passion for investing
• Demonstrate an innate ability to know when to ask questions and when to make decisions
• Strong communication skills and ability to push complex problems and tasks to a successful outcome
• Solid analytical skills, good judgment, and a high tolerance for change
• Ability to set and meet hard deadlines while being able to re-prioritize as needed
• Unimpeachable ethical standards, with an innate ability to build trust and strong relationships
• Emphasis on asking questions and challenging standard answers and analysis
• Ability to manage multiple projects simultaneously
• Excellent presentation and organizational skills

Preferences:

• CFA, CAIA, or progress towards, or extensive experience in alternative investments
• Experience working in a demanding environment with highly driven professionals
• Experience with cross-functional teams

Pay Range:

$144,612-$241,020/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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.
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
• Impactful Work: Our size is just right for you to make a real impact.
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus: We care for our communities and encourage our employees to do the same.
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

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 (855) 575-6947.