This is a hybrid role working partially in-office and partially from home. Gain experience in underwriting! We are looking for internally driven individuals excited to explore a career in underwriting. Consider this internship if you prefer working with numbers, details, collaborating with customers and directly contributing to the success of a team. Your internship at Ameritas may be the first step on a career path in underwriting! At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. The purpose of the Underwriting Analyst Intern is to assist the Group Business Development Underwriting department with projects and daily workflow of our Underwriting department. In this position, the intern will learn about group dental and vision products and will work with the underwriting and sales support teams gaining exposure to dental and vision products, underwriting techniques, daily operations, and processes within the department. Hands on training and support will be necessary to meet team/company objectives. This internship will begin in March 2024. What you do Learn dental and vision rating and risk evaluation process. Evaluate new Request for Proposals (RFP's) Support in approving new cases along with issuance/installation process. Assist with reporting or renewal processes while adhering to underwriting risk principals. Perform tasks in support of assigned projects and work. What you bring Students enrolled in a college program currently in their junior or senior year and pursuing a degree in the field of Economics, Mathematics, Finance, Actuarial or Business. Able to start in the first quarter of 2024 and extending through the summer and into the Fall 2024 semester. Available work hours will fall between 8:00 am - 5:00 pm CST. Candidate must be able to work part time during the school year (10-15 hours per week) and 25-32 hours per week in the summer. What we offer Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities. This internship is benefits ineligible. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
03/27/2024
Full time
This is a hybrid role working partially in-office and partially from home. Gain experience in underwriting! We are looking for internally driven individuals excited to explore a career in underwriting. Consider this internship if you prefer working with numbers, details, collaborating with customers and directly contributing to the success of a team. Your internship at Ameritas may be the first step on a career path in underwriting! At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. The purpose of the Underwriting Analyst Intern is to assist the Group Business Development Underwriting department with projects and daily workflow of our Underwriting department. In this position, the intern will learn about group dental and vision products and will work with the underwriting and sales support teams gaining exposure to dental and vision products, underwriting techniques, daily operations, and processes within the department. Hands on training and support will be necessary to meet team/company objectives. This internship will begin in March 2024. What you do Learn dental and vision rating and risk evaluation process. Evaluate new Request for Proposals (RFP's) Support in approving new cases along with issuance/installation process. Assist with reporting or renewal processes while adhering to underwriting risk principals. Perform tasks in support of assigned projects and work. What you bring Students enrolled in a college program currently in their junior or senior year and pursuing a degree in the field of Economics, Mathematics, Finance, Actuarial or Business. Able to start in the first quarter of 2024 and extending through the summer and into the Fall 2024 semester. Available work hours will fall between 8:00 am - 5:00 pm CST. Candidate must be able to work part time during the school year (10-15 hours per week) and 25-32 hours per week in the summer. What we offer Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities. This internship is benefits ineligible. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .
11/10/2021
Full time
Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .
Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .
11/10/2021
Full time
Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .
Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .
11/10/2021
Full time
Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .
Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .
11/08/2021
Full time
Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .
Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .
11/05/2021
Full time
Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .
Description Job Description: Leidos has a career opening for an Earned Value Management System (EVMS) Implementation and Program Support Subject Matter Expert (SME) located in Reston, VA. Positions Summary: The position is one of a few on the implementation group of the lean Corporate EVM Center of Excellence (COE) team leading and executing the core responsibilities of EVMS planning, infrastructure and tools, implementations, training and surveillance for Leidos. The position is responsible for leading and supporting all aspects of EVMS implementations from proposal, to preparation for award, to start-up through IBRs and continuing through the execution lifecycle. The ideal candidate is recognized as an experienced leader who has expertise in a broad range of functional areas and disciplines; including program management, EVMS implementations and compliance, scheduling, financial disciplines (pricing, program finance, FP&A, etc.), contract management, and strong understanding of inter-company functional relationships. The ideal candidate is able to lead a team of individual contributors, program finance analysts (PFAs), schedulers, Control Account Managers (CAMs), Program Managers, and line executives. The position provides leadership and hands on support to the program EVMS support teams, CAMs, and Program Managers to improve program planning and execution while ensuring compliance with contractual requirements and company policy and procedures. As the principal EVMS implementation SME, the position works closely with program teams, other functions, and line managers to establish, maintain, and grow key government customer relationships and to help drive program growth and execution of the Business Plan. It is important to note that the Leidos EVMS portfolio has programs across many diverse customer environments (e.g., DoD, FAA, Intel, DHS, Healthcare), contracting scenarios (e.g., integrated subks, formal flowdown, reporting only, EVMS on FFP), and across a range of dollar values with different levels of external and internal understanding and buy-in. The ideal candidate will have various experiences across these diverse challenges. Primary Responsibilities: •Responsible for supporting the organization's EVMS talent development, performance management, and business strategy. •Responsible for the development, implementation, training, and maintenance of automated EVMS processes and tools. •Supports programs in operational decisions and provides advice on enhancing the performance of the portfolio of projects in the organizations. •Responsible for the implementation of EVMS policies. •Requires deep management and leadership knowledge of Program Management and EVMS to lead cross-family projects or program teams or mange across multiple disciplines. •Aligning and integrating Agile software practices with traditional scheduling and EVMS best practices for improved program management solutions. •Utilizes expert domain knowledge, professional principles and theories to develop advanced concepts, techniques, solutions and standards. •Serves as a subject matter expert within professional area providing a thorough understanding of EVMS, deliverable content, issue identification/resolution, etc. •Regularly interacts with senior executive leadership (internally or client) regarding matters of strategic importance to the organization/project. •Typically negotiates and develop shared solutions to convince internal and external parties to accept concepts, practices and approaches of the area. •Significant interface with Program Managers, Contracts and Senior Technical Personnel, as well as other organizations. •May participate in new business proposals through EVMS requirements, schedule support, and providing input for cost volumes to management. •Support internal and external audits and reviews. Basic Qualifications •Requires a BA/BS or equivalent experience and 12 - 15 years prior relevant experience or Masters with 10 - 13 years prior relevant experience. •Generally has 5+ years experience leading EVMS implementations. Preferred Qualifications •Program Management Profession (PMP) certification •Earned Value Profession (EVP) certification •Intermediate to advanced knowledge of using tools like Deltek Cobra, Deltek PM Compass, Deltek wInsight, Deltek Open Plan, Deltek Acumen Fuse, Deltek CostPoint, and other Scheduling and EVMS tools. External Referral Bonus: Eligible Potential for Telework: No Clearance Level Required: None Travel: Yes, 50% of the time Scheduled Weekly Hours: 40 Shift: Day Requisition Category: Professional Job Family: Proj and Prog Management Leidos is a Fortune 500 ® information technology, engineering, and science solutions and services leader working to solve the world's toughest challenges in the defense, intelligence, homeland security, civil, and health markets. The company's 38,000 employees support vital missions for government and commercial customers. Headquartered in Reston, Va., Leidos reported annual revenues of approximately $11.09 billion for the fiscal year ended January 3, 2020. For more information, visit . Pay and benefits are fundamental to any career decision. That's why we craft compensation packages that reflect the importance of the work we do for our customers. Employment benefits include competitive compensation, Health and Wellness programs, Income Protection, Paid Leave and Retirement. More details are available here . Leidos will never ask you to provide payment-related information at any part of the employment application process. And Leidos will communicate with you only through emails that are sent from a Leidos.com email address. If you receive an email purporting to be from Leidos that asks for payment-related information or any other personal information, please report the email to . All qualified applicants will receive consideration for employment without regard to sex, race, ethnicity, age, national origin, citizenship, religion, physical or mental disability, medical condition, genetic information, pregnancy, family structure, marital status, ancestry, domestic partner status, sexual orientation, gender identity or expression, veteran or military status, or any other basis prohibited by law. Leidos will also consider for employment qualified applicants with criminal histories consistent with relevant laws.
01/25/2021
Full time
Description Job Description: Leidos has a career opening for an Earned Value Management System (EVMS) Implementation and Program Support Subject Matter Expert (SME) located in Reston, VA. Positions Summary: The position is one of a few on the implementation group of the lean Corporate EVM Center of Excellence (COE) team leading and executing the core responsibilities of EVMS planning, infrastructure and tools, implementations, training and surveillance for Leidos. The position is responsible for leading and supporting all aspects of EVMS implementations from proposal, to preparation for award, to start-up through IBRs and continuing through the execution lifecycle. The ideal candidate is recognized as an experienced leader who has expertise in a broad range of functional areas and disciplines; including program management, EVMS implementations and compliance, scheduling, financial disciplines (pricing, program finance, FP&A, etc.), contract management, and strong understanding of inter-company functional relationships. The ideal candidate is able to lead a team of individual contributors, program finance analysts (PFAs), schedulers, Control Account Managers (CAMs), Program Managers, and line executives. The position provides leadership and hands on support to the program EVMS support teams, CAMs, and Program Managers to improve program planning and execution while ensuring compliance with contractual requirements and company policy and procedures. As the principal EVMS implementation SME, the position works closely with program teams, other functions, and line managers to establish, maintain, and grow key government customer relationships and to help drive program growth and execution of the Business Plan. It is important to note that the Leidos EVMS portfolio has programs across many diverse customer environments (e.g., DoD, FAA, Intel, DHS, Healthcare), contracting scenarios (e.g., integrated subks, formal flowdown, reporting only, EVMS on FFP), and across a range of dollar values with different levels of external and internal understanding and buy-in. The ideal candidate will have various experiences across these diverse challenges. Primary Responsibilities: •Responsible for supporting the organization's EVMS talent development, performance management, and business strategy. •Responsible for the development, implementation, training, and maintenance of automated EVMS processes and tools. •Supports programs in operational decisions and provides advice on enhancing the performance of the portfolio of projects in the organizations. •Responsible for the implementation of EVMS policies. •Requires deep management and leadership knowledge of Program Management and EVMS to lead cross-family projects or program teams or mange across multiple disciplines. •Aligning and integrating Agile software practices with traditional scheduling and EVMS best practices for improved program management solutions. •Utilizes expert domain knowledge, professional principles and theories to develop advanced concepts, techniques, solutions and standards. •Serves as a subject matter expert within professional area providing a thorough understanding of EVMS, deliverable content, issue identification/resolution, etc. •Regularly interacts with senior executive leadership (internally or client) regarding matters of strategic importance to the organization/project. •Typically negotiates and develop shared solutions to convince internal and external parties to accept concepts, practices and approaches of the area. •Significant interface with Program Managers, Contracts and Senior Technical Personnel, as well as other organizations. •May participate in new business proposals through EVMS requirements, schedule support, and providing input for cost volumes to management. •Support internal and external audits and reviews. Basic Qualifications •Requires a BA/BS or equivalent experience and 12 - 15 years prior relevant experience or Masters with 10 - 13 years prior relevant experience. •Generally has 5+ years experience leading EVMS implementations. Preferred Qualifications •Program Management Profession (PMP) certification •Earned Value Profession (EVP) certification •Intermediate to advanced knowledge of using tools like Deltek Cobra, Deltek PM Compass, Deltek wInsight, Deltek Open Plan, Deltek Acumen Fuse, Deltek CostPoint, and other Scheduling and EVMS tools. External Referral Bonus: Eligible Potential for Telework: No Clearance Level Required: None Travel: Yes, 50% of the time Scheduled Weekly Hours: 40 Shift: Day Requisition Category: Professional Job Family: Proj and Prog Management Leidos is a Fortune 500 ® information technology, engineering, and science solutions and services leader working to solve the world's toughest challenges in the defense, intelligence, homeland security, civil, and health markets. The company's 38,000 employees support vital missions for government and commercial customers. Headquartered in Reston, Va., Leidos reported annual revenues of approximately $11.09 billion for the fiscal year ended January 3, 2020. For more information, visit . Pay and benefits are fundamental to any career decision. That's why we craft compensation packages that reflect the importance of the work we do for our customers. Employment benefits include competitive compensation, Health and Wellness programs, Income Protection, Paid Leave and Retirement. More details are available here . Leidos will never ask you to provide payment-related information at any part of the employment application process. And Leidos will communicate with you only through emails that are sent from a Leidos.com email address. If you receive an email purporting to be from Leidos that asks for payment-related information or any other personal information, please report the email to . All qualified applicants will receive consideration for employment without regard to sex, race, ethnicity, age, national origin, citizenship, religion, physical or mental disability, medical condition, genetic information, pregnancy, family structure, marital status, ancestry, domestic partner status, sexual orientation, gender identity or expression, veteran or military status, or any other basis prohibited by law. Leidos will also consider for employment qualified applicants with criminal histories consistent with relevant laws.