INVESTMENT SERVICES MANAGER

INVESTMENT SERVICES MANAGER

 

LPL Financial Services, the nations #1 independent brokerage firm has grown rapidly due to our unparalleled LPL Financial Advisors and exceptional staff.  We have the following opening for an energetic professional to join the Boston office:

 Summary

The Investment Services Manager is a senior professional who coordinates and oversees the provision of research services by LPL Research to its institutional clients and key strategic partners, including outsourcing broker/dealers, acquired broker/dealers and entities to which LPL provides investment research services.  The Investment Services Manager works with these constituents to understand their business and research objectives and needs.  Importantly, (s) he is the point of leadership within LPL who works in partnership with other LPL departments to anticipate and meet these constituents? research needs and maintain their trust, confidence and overall satisfaction with our research services.  The Investment Services Manager must be able to work on a broad range of projects in a fast-paced environment where priorities change frequently and are often dictated by the strategic partners and institutional clients.

 

Responsibilities

1)  Point of research leadership with institutional clients and acquired broker dealersThe Investment Services Manager is the first and primary point of contact in LPL Research for all strategic partner home office personnel on all matters related to Research  Coordinate and deliver exceptional research training, service delivery, and support requests of strategic partners? home officesPartner with LPL corporate marketing to ensure appropriate research collateral and materials are developed, delivered and maintained in a timely manner to strategic partnersPartner with other Research colleagues in project management support of technology and platform initiatives that impact institutional clients as well as LPL advisors

2)  Point of research leadership with strategic partners in support of the firm?s centrally managed automatically rebalanced advisory platforms, Optimum Market Portfolios (?OMP?) and Optimum Annuity Portfolios (?OAP?)Coordinate the implementation component of model and sub-advisor changes and activityCoordinate the development and delivery of all board- and partner-related research materials and communicationsPartner with LPL corporate marketing in the development and maintenance of research content for OMP and OAP collateral across all media (intranet, websites, brochures, etc)Represent Research on cross-functional initiatives related to OMP and OAP

 Qualifications and Characteristics

?  A minimum of 10 years of relevant business, investment and/or research experience is required in addition to significant knowledge of retail brokerage and retail investment product management

?  Keen interest in investments and investing

?  Project management experience and experience with technology platform development and implementation projects a plus

?  Ability to proactively identify issues in complex situations and effect solutions

?  Sound judgment and decisiveness

?  Ability to set priorities

?  Demonstrated ability to thrive in an environment of teamwork and collaboration

?  Ability to work independently, stay focused and deliver results

?  Track record of consistently delivering high quality work and results

?  Excellent written and verbal communication skills with ability to effectively communicate to all levels of the organization and constituents with clarity and proper context

?  Strong relationship management skills

?  Grace under pressure

?  MBA or CFA is preferred

?  NASD Series 7 and 63 licenses a plus

 

We offer an excellent salary and benefits package. Please submit resume and salary history/requirements via our careers site at: http://www.lpl.com/html/carset.html