Lpl Financial Work Values

Daily Duties at Lpl Financial :

• Project Manager for financial system, responsible for transition of Banks, Credit Unions, and other Financial Institutions to the LPL Clearing House Platform • Created and executed requirements documents and project work plans • Managed project execution • Ensured risk mitigation and correction of test findings prior to project completion • Effectively communicated relevant project information to superiors • Organized and led regular meetings with Program Managers, Advisors, and project team to ensure each project ran smoothly • Identified business development and additional sales opportunities as they relate to a specific project and/or client • Developed and delivered engaging, informative, and well-organized presentations • Continually sought opportunities to increase customer satisfaction and deepen client relationships • Kept project team well informed of changes with their Program • Effectively communicated relevant project information to superiors

What they like about Lpl Financial :

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

Project Management, Business Analysis, HTML, XML, Software, Financial Systems, Excel, Fund Accounting, Reconciliation, Reporting

Skills

Project Management, System Analysis, Ad-hoc Reporting, Client Training, New Hire Training, Risk Analysis, Client Relationship Management

These are some of the questions we asked our climbers about their experiences with Lpl Financial :