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As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. 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.
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The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.
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Job Overview: Join our dynamic Artificial Intelligence Corporate Strategy team, dedicated to guiding the company through its AI driven digital transformation. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.
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At least 6 years of experience managing highly complex and matrixed IT programs budgets up to $3M. We enable advisors to focus on their clients by reducing the complexity of running their practice and we support their business by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research.
$110,880 - $166,320 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Advanced training (classroom and in-field) weekly commissions and monthly cash bonuses 5 year lifetime vesting program stock incentives 4 company-paid trips per year freedom to create your own schedule quick advancement opportunities.
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The AVP, CRE Portfolio Strategy will work across Corporate Real Estate and Human Resources functions and with business unit stakeholders to facilitate discussions on real estate opportunities and will structure integrated analytics to translate findings into action.
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Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Investing, and Business news.
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Zacks Trade is an online broker serving active stock and option traders located in US and overseas. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors.
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The support of internal trading desks, prime brokerage clients, stock loan counterparties and external brokers. Understanding of a broker dealer environment and key associated market risks.
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Ability to effectively manage time and program costs through activity duration, sequencing, estimating, schedule development and control, resource planning and cost estimating and budgeting and control using program management practices.
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Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals.
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Broad range of agile, SAFe 5.0, change management, program management, business, and leadership skills. Are you looking to make a meaningful impact at a Fortune 500 company with unprecedented growth opportunity.
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We are currently looking to hire a Vice President of Program Management. Adept at executing within Agile, Waterfall and Hybrid operating environments. We want strong collaborators who can deliver a world-class client experience.
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LPL Financial is the nation’s largest independent broker-dealer. LPL Financial is the nation’s largest independent broker-dealer. Day-to-day leadership level responsibility for multiple service teams organization delivering daily transactional support to over 20,000 industry personnel working inside financial institutions and independent financial planning and wealth management offices.
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ROLE OVERVIEWAs a Senior Financial Analyst you will collaborate with leaders in Finance, Corporate Development, and our Business Units to support our growth objectives. KEY RESPONSIBILITIESStrategic Business PartnerUtilize data to tell a story and drive insights while tailoring messaging based on the audienceCreate accurate, compelling, and effective high-level presentations for executivesCollaborate with varying levels of business leadership and Finance colleaguesIn partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance.
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