lpl

What you'll be doing? Team & leadership Lead, develop, and manage a team of three analysts – workload allocation, quality review, and growth Set the standards for data models, definitions, and documentation the whole business relies on Serve as the primary data partner to stakeholders across Sales, Finance, Marketing, Operations, and Product Business...

What you'll be doing? Team & leadership Lead, develop, and manage a team of three analysts – workload allocation, quality review, and growth Set the standards for data models, definitions, and documentation the whole business relies on Serve as the primary data partner to stakeholders across Sales, Finance, Marketing, Operations, and Product Business...

Wealth Mgmt Admin Key Responsibilities • Custodian Operations: Process and manage account-related requests through Schwab's custodian platform, including account openings, transfers, and maintenance tasks to keep client accounts accurate and up to date. • Client Account Administration: Prepare and submit forms, letters of authorization, and other...