Succession Planning Consultant
Core
Analyst supporting end-to-end legacy and succession planning services for LPL's 32,000+ financial advisors.
Role type
Analyst, Succession Planning Support
Builds
Scalable, efficient succession planning workflows and client-facing strategies
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
process management, project intake and workflow management, escalation handling, continuity planning, strategy implementation, technology automation, business unit interface, financial data analysis
Preferred skills
CRM tools (Salesforce), financial concepts
Responsibilities
Support succession service offerings and maintain/create efficient processes; Manage succession planning project intake and workflows; Oversee escalations from internal partners and advisors; Guide advisors on continuity and corporate planning options; Implement clear strategies for succession planning engagements; Leverage technology to automate manual work; Interface with business unit counterparts; Perform ad-hoc analysis and financial data entry; Present new ideas for product iteration
Seniority
Individual Contributor, Analyst level