Annuity Product - Conversion Support, Senior Analyst

Location: Fort Mill/Charlotte

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.

Job Overview

The Annuity Conversions team provides subject matter expertise and operational leadership for complex business transformations, partnering closely with carrier partners, financial advisors, service organizations, relationship managers, product leaders, technology teams, and external industry organizations. Its responsibilities include developing scalable operational processes, managing data and platform integrations, overseeing business readiness and change management activities, and ensuring the delivery of compliant, efficient, and advisor-centric solutions.

With deep expertise in annuity operations, investment products, workflow design, and enterprise change management, the team enables strategic growth initiatives while reducing operational risk and improving service experiences for advisors and clients. Through continuous process improvement, training development, governance, and cross-functional leadership, the team helps accelerate adoption of new capabilities and supports the successful execution of LPL's investment product strategy.

The day in the life of a Conversion Sr. Analyst is fast paced, ever changing, exciting and full of opportunities to learn. Candidates interested in joining this team will need to learn about all aspects of our products and must be able to work with numerous business units across the firm. As we support the overall growth at LPL we need the support of an individual in this role who will be heavily involved and focused on supporting curated product shelf review, analysis and mapping execution, critical to the evaluation and diligence process for large deals.

Responsibilities

Review, compare and evaluate the product shelf available at enterprise/institution prospects to identify overlap and gaps compared to LPL’s product

Collaborate across multiple functions and channels, building effective business partnerships and relationships amongst teams across the firm

Communicate and share out findings of product mapping efforts, providing suggested solutions and/or informing conversations to address meaningful and impactful gaps

Thriving in a fast paced team atmosphere with the confidence to adjust and adapt as priorities change.

This position is based in either San Diego, CA or Fort Mill, SC. This position reports to VP, Annuity Product Management

Build out of communications, manage internal and external relationships, and help align strategies across groups.

Assist with recruiting, onboarding, and supporting transition teams through presentations, training, collateral and individual communications.

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

1-2 or more years of professional experience in the financial services/brokerage industry, preferably with knowledge about the annuity and insurance industry

Competencies

Clear, effective verbal and written communication skills including the ability to actively listen, problem solve, collaborate and work effectively with business partners across the entire organization

Preferences

Bachelor’s degree preferred.

Demonstrated knowledge of LPL platform, products and services preferred.

Pay Range

$81,473.00 - $135,857.00

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(6) , 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. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

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.

EAC 5.19.26