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
Company Overview:
Benefits
Health insuranceVision insurance401(k)Equity / stock options
Additional Information
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 .
Lplfinancial · Fort Mill