Retirement Analyst LPL Financial
Overview
The Retirement Analyst leads retirement platform development and management within the Retirement Partners team. This role drives growth and ensures continuous improvement of custodial retirement accounts while collaborating with cross-functional departments to enhance client outcomes.
What You'll Do11
- 1Support growth and management of individual retirement platforms
- 2Exercise business judgment to resolve operational issues
- 3Enable oversight of core custodial retirement functions
- 4Engage advisors to resolve setup and operational challenges inclusively
- 5Collaborate with colleagues to increase knowledge of retirement space
- 6Participate in joint projects involving policy and proposal processes
- 7Exercise judgment to improve departmental efficiency
- 8Maintain accurate documentation and ensure timely deliverables
- 9Communicate proactively with stakeholders for updates and reporting
- 10Become proficient in department tools and resources
- 11Develop fundamental concepts and procedures for emerging roles
Requirements10
- 1Bachelor’s degree or 3-5 years equivalent experience
- 2Minimum 2+ years in data management or analytics
- 3Progress toward CPFA or AIF certification
- 4Intermediate proficiency in MS Office tools including Excel
- 5Strong analytical and problem-solving abilities
- 6Self-motivated independent work style
- 7Detail-oriented with customer-focused mindset
- 8Excellent communication skills
- 9Passion for process improvement and client success
- 10Ability to build collaborative relationships across teams
Salary Insight
$67 - $110k per year
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