Analyst, Annuity Transformation

The Annuity Transformation Analyst supports our Financial Advisors, Institutions, Enterprises, and internal business partners in transacting annuities at LPL. This individual will become a Subject Matter Expert part of a specialized team supporting the evolution of our annuity experience at LPL.

The Annuity Transformation team is responsible for analyzing the voice of the customer, creating open feedback loops with Annuity Service team and other internal business partners to consistently collect areas for opportunity, assessing emerging trends and patterns at LPL and within the industry, understanding the evolving needs of our client base, and supporting the transformative journey of the overall annuity experience at LPL.

The Analyst role will support the Annuity Transformation team through data analysis, requirement building, supporting industry engagement, providing consultative trainings, and engaging in conversations around needs of onboarding clients. In addition, the analyst will provide escalated support to the Annuity Service Experience team and other internal and external partners by identifying, researching, and resolving or reporting technical problems received via email or inbound phone requests, while properly documenting, tracking, and monitoring issues to ensure timely resolution.

Responsibilities :

• Collect and understand annuity voice of the Customer : Conducting reoccurring feedback sessions with the service and operations teams to identify emerging themes and / or issues. Analyze data from surveys, adviser feedback, tracking systems. Use reports to identify system issues, defects, or future design implementation.
• Data Analytics, trend and pattern analysis to inform continuous improvement : Gathering and analyzing data on annuity transactions and the annuity platform to drive how we improve the annuity experience.
• Consultative Training and group presentations : Assist leadership with M&A support in helping to facilitate training and build out of collateral material when needed.
• Supporting project management efforts, business requirements for system enhancements, and system testing : Provide meeting support to represent Annuity Trading to share content information and track down needed information and answers. Provide feedback regarding process workflow for purpose of increasing efficiencies and identifying potential areas for improvement.
• SME Support : Develop a strong knowledge of LPL processes and system platforms as they relate to annuity purchases, corrections and operations with potential growth toward SME on Annuities and Annuity Trading Systems / Processes.
• Support the department in risk Mitigation : Mitigate risk by completing any company required training, properly escalating issues and following department policies and procedures.
• Become an Annuity Trade SME : Cross train on operational tasks towards growth as Subject Matter Expert, understanding of the full trade process and ability to be perform tasks for control testing and business continuity / disaster recovery support, daily operational reconciliation oversight, review to audit operational completion to confirm any errors or omissions.

Requirements :

Core Competencies :

Preferences :

Pay Range : $27.84-$46.39 / hour

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 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.

EEO Statement :

LPL is an equal opportunity employer.

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