Senior Analyst at LPL Financial overseeing complex client conversion activities. Responsible for managing projects and collaborating with various stakeholders to ensure accuracy and alignment with business objectives.
Responsibilities
Manage and execute conversion activities
Evaluate office setups and minimize disruptions
Conduct analytic research and assess impacts
Review diligence questionnaires and engage stakeholders
Coordinate with business units on conversion execution
Requirements
8+ years of related professional experience in financial services
Core competencies in managing complex projects
Excellent communication and interpersonal skills
Strong client-centric approach and attention to detail
Ability to analyze data and reconcile discrepancies
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