ReSource Pro jobs - 208 jobs

Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge? Come Join ReSource Pro! Your Role... ReSource Pro is looking for a knowledgeable Commercial Lines Insurance Account Manager to join our growing service delivery team. The Commercial Lines Account Manager serves as the main point of contact and technical expert on a client book of business. This role is responsible for working with the dedicated onshore/offshore SDU teams to complete required work; this includes renewing existing policies, binding new business leads, and rounding out accounts to help increase overall revenue on assigned book of business. You will work closely with insureds to build strong customer relationships and train junior team members on customer interactions. We hire the best because our service is only as good as the people delivering it. We're committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. *This position is available for candidates located in the Pacific Time Zone only* In This Role, You Will... Manage large books of business for commercial lines insurance clients Drive customer retention and market additional lines of coverage to grow business and properly insure risks Evaluate carrier relationships, commercial insurance products, and market placement Provide quality and timely service to customers and clients Research, provide recommendations and implement ReSource Pro solutions for clients Work in a variety of Agency Management Systems to complete tasks Lead day-to-day customer interactions Use your subject matter expertise to consult with customers and advise colleagues Gather information about client needs and insurance solutions Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals What You Need to be Successful… Bachelor's degree in Insurance, Risk Management, or related field or equivalent experience 3-7 years Property and Casualty insurance experience or related coverage experience in a retail agency or service center Active Resident Property and Casualty insurance license required Located in Pacific time zone to accommodate client Microsoft Office Proficiency - Excel required Experience working in Agency Management System required Industry designations preferred such as CPCU, CIC, CISR, ARM Ability to adapt and succeed within a team-oriented environment Excellent problem-solving and customer service skills Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $53,779 -$91,291 annually. The salary range may vary based on the specific geographic location in which the candidate resides. Your Benefits & Perks... 100% paid employee health insurance available on Day 1 Eligible for all medical, dental, and vision benefits on Day 1 Remote positions are Internet stipend-eligible 401k with employer match, vested on Day 1 HSA/FSA available Long Term and short-term disability employer-provided Generous PTO plan with paid holidays + floating holidays Development and growth opportunities Comprehensive wellness program and prioritization of employee health Your Interview Process... To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom. The standard interview process includes: Behavioral Interview with Talent Acquisition Online talent assessment Hiring Manager Interview *Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times-placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list's 40+ year history. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The LPL Financial Marketing Solutions department seeks a digital marketing consultant with high proficiency in all facets of digital marketing. In this position, you will be the virtual chief marketing officer and the main point of contact for the LPL financial advisors you'll be supporting. You will combine your knowledge of the web, blogging, email campaigns, and social media publishing with your business acumen to make digital marketing a part of several advisors' practices. You will execute a digital marketing strategy for LPL advisors using email, social media, SEO, lead generation, digital advertising, websites, and more. This position reports to a Marketing Manager. Responsibilities: * Support LPL advisors via phone and email * Curate and implement digital marketing editorial calendars for each advisor's blog, e-newsletter, email campaigns, digital ads, and social media platforms month-over-month to align with the advisor's overarching goals * Generate an evaluation to consistently maintain each advisor's website and blog to enhance as needed * Implement lead generation, niche prospecting processes, and workflow for implementations to each advisor and their practice to drive business growth for both LPL Financial and the advisors * Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic * Learn and produce each advisor's marketing plan based on advisor preferences * Schedule and host regular monthly discussions with the advisors * Collaborate with the advisor's office staff to ensure cohesive messaging and communications * Collaborate with compliance to ensure the content, brand, and messaging are approved * Conduct market research and share discoveries with each advisor * Work as a liaison to digital vendors * Work with LPL's current tools to integrate them into the overarching plan * Provide feedback and program enhancements from the advisors What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Job Requirements: * 2+ years of experience in digital marketing Core Competencies: * Solid understanding of e-commerce, PPC, SEO & SEM * Solid knowledge of CRM, inbound marketing tools, and web management * Working knowledge of web design principles, best practices, and content management platforms * Good understanding of digital marketing tools such as Google Analytics, Google Adwords, and Hubspot * Excellent written and verbal communication skills * Excellent project management and organizational skills Preferences: * Bachelor's degree in marketing, communication, or related field * Ability to develop and execute sales and marketing strategies * Salesforce experience preferred but not required * Financial services experience a plus, but not required Pay Range: $70,200-$116,900/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC12.9.25

We are looking for individuals in the Northeastern or Northwestern US territory. What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: This role will play a key leadership role in the support of financial advisors in the Linsco employee channel for LPL, including the profitability of the region which will grow to include multi-branches. The successful leader will have a comprehensive understanding of the W2 advisor model. Responsibilities: * Partner with advisors to create and implement business growth * Maintaining high advisor retention and satisfaction. * Supporting the recruitment of advisors by selling them on the mission and vision of the Employee Chanel. Helping transition the new teams to LPL. * Building and maintaining strong advisor relationships while at the same time balancing this against the profitability of the model. This role reports into the National Branch Manager. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: * 7+ years of branch experience either in a role of branch manager, branch operations/service or branch administration * Bachelor's degree * Series 7, 66, 9, and 10 * 10 years+ of financial services experience * Willingness to travel to branch offices as needed Core Competencies: * Strategic Agility: Approaches strategy with an entrepreneurial mindset. Uses critical thinking to increase the value proposition that translates into market advantages. * Problem solving and Decision making: Focuses on customer-centric process that frames the right hypothesis. Uses human-centric design thinking to work back from the customer experience. Develops a fact base to inform solutions. * Operational Execution: Develops roadmaps, milestones and operational metrics that align with anecdotal evidence. Communicates the journey and uses iterative cycles at pace to support continuous learning and improve outcomes. Sets a high bar for results through repeatable, sustainable processes. * Talent Management: Reputation for building strong, motivated teams at scale with the ability to recruit top professionals, attract followers and develop top talent. * Advocacy: Ability to collaborate internally and externally to ensure the channel is a top priority with internal peers so that it receives the focus and attention it needs to be successful. Preferences: * Experience in both a branch and home office strongly preferred * Experience as a branch manager and managing multiple offices is preferred. * Strong wealth management experience and a track record of bringing on recruits and integrating them into a new firm. * Ability to motivate employees, build teams and drive outcomes * Strong interpersonal skills, with the ability to build trust and respect while at the same time being able to maintain the integrity of the model * A highly strategic thinker, with the ability to assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus. * Strong communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as a recognized subject matter expert, as well as the ability to frame complex issues visually. * Demonstrated ability to influence at all levels and lead change. * Strong gravitas and executive presence * Awareness of industry dynamics and best practices Total Target Compensation: $300,000-$350,000 #LI-PA Pay Range: $198,900-$331,500/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, volunteer time off, and more. This role is also eligible for LPL's discretionary bonus. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC1.22.25

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Advisor Licensing Program provides aspiring Financial Advisors the foundational skills necessary for a successful career in wealth management including; client relationship management, comprehensive financial planning, investment solutions, product implementation, financial markets and consultative selling. The program provides comprehensive training on LPL's systems and procedures, tutoring and support to obtain necessary FINRA licenses (7 & 66), and coaching from our leadership team. After completing licensure and necessary milestones throughout the program, program participants will graduate with an opportunity to support our growing book of clients as an Associate Financial Advisor. The Advisor of the Wealth Advisors Group (Wealth AG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients immediate and long-term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. Responsibilities: Licensure Testing: Training Advisors must pass the SIE, Series 7, and Series 66 exams, with no more than two attempts per exam, within a timeframe of up to six months from their start date. Training: Training Representatives will be immersed in hands-on training which includes investment solutions and products, comprehensive financial planning concepts, systems and operational functions, client service, and consultative sales skills. Training Representatives will be responsible for achieving milestones and learning comprehension goals to graduate. Customer Service: Advisors are responsible for all functions of client relationship maintained including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails and proactive client outreach. Book Maintenance: Representatives will work together to ensure our book of 120,000+ are operationally maintained, compliant, and delivering on our client experience commitments through proactive check-ins and outreach. Financial Planning: Advisors should have a detailed understanding of all aspects of the financial planning process. Advisors should be effective at collecting and analyzing client data, developing and implementing appropriate solutions, as well as reviewing and maintaining those solutions on an ongoing basis. Advisors will need to knowledgably speak to core concepts such as education, tax, estate, insurance and investment allocation on a daily basis. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Associate or Bachelor's degree from an accredited institution High integrity, detail oriented and ability to evaluate and mitigate risk Communication skills, an avid listener, and strong business writing skills Passion for financial services and client service Organized with their time, and able to pass multiple FINRA licensing examinations Core Competencies: Ability to work independently and effectively to meet deadlines, including the ability to effectively assess, prioritize and manage shifting responsibilities. Strong MS Office skills including Word, Excel, PowerPoint and Outlook and aptitude to quickly learn new systems. Experience with legal technology a plus. Ability to interact and communicate across all business lines, and with internal and external customers. Preferences: SIE is preferred or strongly encouraged to have completed before start date Telephone service / client relationship management skills Prior financial tele-sales, trading or call center service experience Previous experience as financial advisor or delivering advice and guidance to retail clients Basic understanding of financial planning concepts, investment markets, and account types Entrepreneurial mind set, self-starter and quickly adapt to a fast-paced environment Proficient in Microsoft Office and web-based applications Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills Disclaimer for international students: At this time, for our early career program positions, we're unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position. You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process. Positions offered are for full-time work at 40 hours per week. Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying. Pay Range: $22.28-$37.14/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC12.9.25

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview The VPII, Infrastructure Engineering - Database will lead platform engineering organization responsible for enterprise data platforms. As a senior leader in I&O organization, you will have the opportunity to define/execute database platform strategy / vision and roadmap for on-prem and hybrid-cloud. This role will define next generation cloud data architecture/platforms and be accountable for engineering of highly scalable data solutions. Responsibilities * Develop and lead infrastructure platform engineering team responsible for enterprise data platform architecture and engineering * Lead database platform transformation/modernization supporting always-on enterprise applications and services * Accelerate infrastructure transformation to provision / manage infrastructure through infrastructure as code (IaC) to enable self-service and reduce handoffs * Collaborate with IT stakeholders to develop, communicate and execute a multi-year technology strategy to simplify architecture and delivery model * Partner with architecture team to drive tool and data platform alignment to modern data architecture practices (modern data stack). * Provide thought leadership for platform and data architecture as move transition to hybrid-cloud * Provide Tier 3 engineering support ensuring effective 24x7x365 support for assigned technology including vendor escalation * Partner with Disaster Recovery and Business Continuity organizations to integrate disaster recovery processes with day-to-day technology engineering and operations * Build / Maintain strong partnerships with IT stakeholders including Delivery Engineering, Application Development, Architecture, Security and Operations to ensure technology investment enables/drives business strategy * Foster and drive organizational change through technology and process optimization * Establish KPIs to measure organization performance and effectiveness * Manage ongoing vendor relationships including evaluation products and services * Develop / attract / retain top talent to build and maintain a world class organization What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: * 10+ years of data solution architecture, design, development and platform engineering experience * 10+ years of progressive leadership experience working within large, global financial institutions * Demonstrated technology and people leadership experience in architecting/deploying highly scalable data solutions on-prem and cloud Core Competencies: * Proven track record of infrastructure transformation focused on infrastructure-as-code (IaC) for end-to-end infrastructure deployment automation * Proven track record of architecting modern data integration frameworks, data modeling, ETL/ELT workflows, highly scalable distributed systems using open source and emerging data architecture designs and patterns. * Proven expertise in core AWS services (S3, EFS, EC2, EBS, IAM, ECS, Lambda) * Proven track record leading migration of data platforms to new data centers and/or AWS * Proven expertise to evaluate, prototype, and onboard cloud data platforms * Proven expertise in database platforms (SQL Server/Always On, ORACLE/RAC, PostgreSQL), AWS RDS, Dynamo DB * Proven expertise in cloud data services such as OLTP, ODS, data lake and analytics platforms * Proven expertise in data warehousing, big data and analytics platforms (RedShift, EMR, Dataiku, Tableau, Presto) * Proven track record developing, communicating and executing multi-year technology strategy and roadmaps * Ability to convey technical solutions to the entire organization and experience working with senior leaders across the firm to leverage technology to drive positive business outcomes * Agile mindset; Possess a thorough understanding of modern work practices such as DevOps, Continuous Delivery, Agile project Delivery * Extensive experience utilizing management configuration tools (Ansible, Puppet, Terraform, CF) to manage data platforms at scale * Highly collaborative with experience in leading and influencing teams * Demonstrated knowledge and understanding of the regulatory, security, privacy and risk safeguards required of a global financial institution Preferences: * AWS LZ, SQL Server, Oracle, PostgreSQL, RedShift, RDS, Snowflake, ECS, EKS, RDS, Transit Gateway, Storage Gateway, Glacier, EBS, EFS, S3, IAM, Lamdba, Jira, Terraform * CI/CD (GitHub, Atlassian, Jenkins, Puppet, Terraform, Ansible, CloudFormation, JSON, YAML) * Agile Methodologies: Scrum/Kanban * Excellent oral and written communication skills; strong executive presence Pay Range: $192,121-$320,201/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC12.9.25

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Internal Direct Business Consultant will play a key role in supporting initiatives to grow direct business assets and convert them to LPL custody. This position focuses on advisor engagement, operational coordination, marketing outreach, and program execution to ensure smooth and successful transitions. The ideal candidate is detail-oriented, collaborative, and passionate about delivering an exceptional advisor experience. Responsibilities: * Program Coordination & Execution * Assist in implementing conversion campaigns and initiatives. * Coordinate with internal teams to ensure timely and accurate execution of repapering processes. * Maintain documentation and track progress for assigned projects. * Advisor Support * Serve as a resource for advisors during direct business transitions. * Provide guidance on tools, processes, and requirements for successful conversions. * Help organize educational sessions and prepare supporting materials. * Marketing Outreach & Lead Generation * Execute targeted marketing outreach campaigns to generate leads for direct business conversions. * Collaborate with internal marketing teams to develop messaging and materials. * Track outreach effectiveness and provide feedback for continuous improvement. * Data & Reporting * Monitor and report on conversion activities and advisor engagement. * Partner with analytics teams to compile insights and prepare summaries for leadership. * Identify process improvements based on feedback and data trends. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: * 1-3 years of experience in financial services, preferably in advisor support, operations, or marketing * Ability to manage multiple priorities and work collaboratively across teams Core Competencies: * Detail-oriented with strong execution skills * Strong organizational and communication skills * Excellent relationship-building and communication abilities * Comfortable working in a fast-paced, evolving environment * Proficient in Microsoft Office and basic data analysis tools * Ability to drive marketing outreach initiatives and generate leads Pay Range: $65,700-$109,500/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC12.9.25

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Our Associate Supervision Professionals provide superior customer service as the first line of contact for Supervision technology walk throughs, questions regarding industry rules and regulations and continuing education, requirements and processes for registration and licensing. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. What to Expect: Career Advancement: Continuous feedback and coaching to take your career to the next level in the direction you want to. Support & Development: Our Supervision Support team focuses heavily on development and highly encourages team members to obtain additional licensing such as the 66, 24, or 9/10. Team Environment: Our Supervision support team has a strong team dynamic with easy access to next level support. Requirements: Minimum 1 year of recent customer service experience Excellent oral and written communication skills. Ability to quickly learn and maintain knowledge in a very dynamic environment Ability to multi-task, strong attention to detail, excellent problem-solving and follow-up skills. Knowledge of mutual funds, annuities, general securities, and other financial products required. Knowledge of FINRA, SEC, and State rules and regulations required. Licenses requirement: FINRA SIE and Series 7 top-off or must be passed within 90 days of employment. Core Competencies: Analytical Critical Thinker Reliable Team Player Preferences: 1-2 year of financial services experiences focused on investment products. Previous working knowledge of securities licensing and insurance licensing Proactive collaboration and service-based responses with business partners on escalated issues. Experience with all Microsoft applications, particularly, Excel, Word, Access, PowerPoint, and SharePoint. Pay Range: $23.89-$39.81/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC12.9.25

Do you thrive on turning bold ideas into working AI products? Do you want to lead engineering for two new AI products with no legacy code, full ownership, and direct access to customers and the CEO? Come Join the New AI Team At ReSource Pro!This role sits within a brand-new, 10-person, autonomous innovation group reporting directly to the CEO. The AI Factory brings together senior engineering, product, and design talent to build two net-new customer-facing AI products - from zero to production - for the insurance industry. You won't be inheriting legacy code. You'll be helping to architect and build new products on a new foundation. This is a hands-on engineering role in a startup-like environment, backed by the credibility, reach, and customer base of a 14,000-person enterprise. ReSource Pro has spent two decades becoming a trusted name in insurance operations. This new AI development center is its next chapter, translating deep domain credibility into breakthrough digital products. Why This Role Matters The AI Factory is built to prove what's possible with AI in insurance - claims, operations, and beyond. Build AI products from scratch Not prototypes or internal tools, but real systems customers use daily. Operate with startup speed Autonomy, pace, and experimentation, backed by enterprise support. Work directly with customers Understanding their workflows, debugging live pilots, and shaping the technical direction from real-world feedback. Set the technical bar Engineering excellence, system design, code quality, observability, and performance for a founding team. As the Lead Engineer, you will: Lead Engineering from Concept to Launch Own technical architecture, design, and implementation for new AI driven insurance products. Translate open ended opportunities into defined system designs and deliver production grade solutions. Make foundational decisions related to architecture, infrastructure, data flows, and scaling. Build Fast and Ship Fast Partner closely with product, design, and data science to execute rapid build → test → learn → deploy cycles. Develop prototypes and production features using Python, modern frameworks, LLM APIs, vector databases, and cloud native services. Work across integrations, backend workflows, orchestration layers, and customer facing features. Hands On Engineering Ownership Write full stack code with a focus on quality, reliability, and performance. Establish best practices for versioning, CI/CD, monitoring, model evaluation, and customer integrations. Lead small pods of engineers while supporting cross functional collaboration. Direct Customer Engagement Participate in customer sessions to observe workflows and validate product direction. Triages issues in real time and adjust technical direction based on practical use. Co design features with early adopters to ensure strong market fit. Operate Like a Startup Prioritize aggressively to focus on features that drive customer value or learning. Define engineering rituals, coding standards, and team operating norms. Partner with executive leadership to communicate milestones and influence strategy. What You Bring Experience 7+ years of hands on engineering experience. Expert at leading greenfield or 0→1 product builds required Strong background working with AI powered systems, automation, workflow engines, or data intensive architectures. Experience collaborating closely with product and design teams. Cloud deployment experience, preferably AWS. Startup or small team operating experience. Skills Strong system design ability across backend, AI workflows, automation, and distributed systems. Proficiency in at least one modern programming language with Python preferred. Experience integrating LLMs, embeddings, prompt orchestration, and evaluation tools. Ability to move rapidly from prototype to reliable production code. Strong instincts for reliability, logging, observability, and performance. Clear communicator with ability to articulate technical tradeoffs. Mindset Builder mindset with drive to turn ideas into working systems. Comfortable operating in ambiguity with speed. Balances creative problem solving with engineering rigor. Passionate about the future of AI in enterprise software. High ownership and collaborative approach. Compensation Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $106,561-$180,645 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times-placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list's 40+ year history. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Do you live in the San Francisco Bay area? Are you competitive, confident in your ability to sell, assertive, and dependable? Are you curious, have strong business acumen and have a passion for understanding how businesses work? Can you provoke constructive conversation with your customers? Do you work well in a dynamic team environment? We are BI WORLDWIDE . Inspiring people. Delivering results. We're the global leader in solutions that drive measurable results for our clients around the world by inspiring the people who impact their success. We help translate their strategic imperatives into actionable solutions that utilize the principles of behavioral economics to engage, motivate and inspire their employees, sales force, channel partners, and customers delivering measurable results on a local, national, and global level. We are seeking candidates located in the San Francisco Bay area to join our regional sales team. The Business Development Director is an individual contributor and is responsible for identifying potential business opportunities, developing relationships and understanding the customer's critical business strategies with accounts located in the San Francisco Bay market then working with a team of subject matter experts to create and execute a solution to help achieve the customer's business objectives. Qualifications: * Must be currently located in the San Francisco Bay area. * Minimum seven years of direct B2B sales experience calling on Fortune 1000 companies * Clear history of new business development selling marketing solutions, or professional business services * Demonstrable sales success through prospecting and growing revenue in large accounts * Large volume sales experience ($250k plus per sale) * Experience with broad range of sales cycles (three to six to twelve months) * History of career stability with a maximum of three employers in the last ten years * Compensation derived through highly leveraged commissions and bonuses * Four year college degree is preferred * Proficiency in Microsoft Office Suite products is required; Proficiency with web, SaaS, and mobile applications a plus Compensation Opportunity: Compensation is not capped and is based on your performance. We offer a base salary of $140,000, plus a commission tied to your revenue productivity, as well as a fiscal year-end bonus calculated based on your revenue productivity and the profitability of that revenue. For your first two years, we also offer an opportunity to earn bonuses for achieving key performance indicators tied to sales activities. Additional Benefits: Business Development Directors are automatically eligible for a full suite of performance management reward programs, including an annual President's Club travel award. Other benefits include car allowance, company laptop, mobile device reimbursement and full expense account for client entertainment. Full List of Benefits: **************************************************

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: We are currently looking to hire a Staff Internal Auditor within the Internal Audit department. This individual will be responsible for executing finance, operations, and compliance related internal audits, SOX and Operational control testing, process reviews and various ad hoc projects assigned to them. Responsibilities: Performs tests of design and operating effectiveness of key internal controls which includes the performance of walk-throughs and documenting processes, control testing, evaluation of control deficiencies and coordination with external auditors Performs audits of financial, operational and other business risk areas for adequate management controls, efficiency, and compliance with policies, regulations and accounting principles Makes recommendations for changes to streamline and improve internal control processes and department procedures Documents business systems/processes using narrative and/or flowcharting techniques and prepares work papers that contain adequate evidence to support audit conclusions and findings Performs follow up procedures on previously identified outstanding audit issues and assists in the status update reporting process Keeps up-to-date with the industry's best practices by initiating and attended job related training What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Undergraduate degree in Business, Accounting, Finance or related discipline. Minimum Experience Required: 2+ years of internal or external auditing experience, including SOX controls testing. Core Competencies: General understanding of internal control and the demonstrated ability to evaluate and determine the adequacy of controls by considering regulatory and business risks. Interact internally with staff, management, and occasionally senior management. Ability to multi-task, think independently and problem solve in a results driven team oriented environment Excellent written and verbal skills and demonstrated ability to present complex issues to management A helpful, respectful and personable approach to client and coworker interactions The ability to listen, empathize and respond in a timely manner Personal pride in delivering exceptional experiences to clients and coworkers Preferences: Preferred: Pursuing or attained one applicable audit designation (CPA, CIA, CFE, CISA, etc.). Preference will be given for experience in financial services (e.g., Broker/Dealer or RIA) #LI-PA Pay Range: $30.64-$51.07/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC12.9.25

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow to LPL's Advisor Recruiting team in order to increase sales. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone based (cold-calling) with supplemental efforts using digital means (email campaigns and social media). If you want to learn and grow with us, this is the role for you. We have a robust career path where successful BDAs promote into Internal Regional Director (IRD) roles and from there have the opportunity to promote into our Regional Director (RD) roles. Responsibilities: * Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter * Use the news cycle, territory makeup and direction of the recruiters/leaders to execute on weekly prospecting campaigns * Use independent judgement to qualify a lead, determining if the lead should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director * 100 outreaches per day - cold calls (primary), individual emails and social media outreaches (LinkedIn) * Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results * Develop skillset, knowledge base and industry experience in order to qualify for next level opportunity as an Internal Regional Director. What are we looking for? We want high-energy, strong collaborators who can deliver a world class, sales experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: * Bachelor's degree in Business, Finance or related areas * Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters * Must be in office 3 days a week ( Tuesday - Thursday) Core Competencies: * Highly motivated and resilient by achieving sales targets consistently * Ability to quickly build rapport, primarily via phone based communication * Comfortable with some travel, two times per year for training * Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook * Experience or understanding of broker/dealers, advisory, finance or sales principals * Pay does not reflect total Comp/Potential* Pay Range: $25.24-$42.07/hour The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC1.22.25

LPL is seeking a seasoned Vice President II - Network Engineering to lead the strategy, design, and operations of our enterprise network infrastructure. This role requires a visionary leader with deep technical expertise and proven experience in building high-performing teams, driving innovation, and ensuring network availability, resiliency, across multiple data centers and corporate environments. Leadership & Management * Build, lead, and mentor a team of 8-10 network engineers and managers. * Drive talent acquisition, career development, and succession planning. * Foster a culture of collaboration, innovation, and continuous improvement. * Partner with senior leadership to align network initiatives with business objectives. * Develop and manage annual budgets, forecasts, and resource planning. Strategy & Architecture * Define and execute the long-term network strategy, including modernization and automation initiatives. * Oversee perpetual improvement of network architecture and technologies. * Research and implement emerging technologies to streamline operations and enhance performance. Operations & Governance * Ensure high availability, resiliency, and security of network infrastructure. * Establish KPIs and reporting for network performance and reliability. * Maintain compliance with regulatory and security standards. Technical Expertise * Stay current on networking technologies and industry trends. * Apply technical knowledge to optimize business processes and efficiencies. * Oversee operations across multiple data centers and large corporate offices. * Operationalize and monitor deployed technologies for maximum performance. Required Qualifications * Bachelor's degree in Computer Science, Engineering, or related field (Master's preferred). * Minimum 5 years of IT management experience; 10+ years in network engineering roles. * Hands-on experience with enterprise networking and data center management. * Expertise in Cisco networking portfolio and related technologies: * Cisco ACI, SDA/DNAC, Catalyst & Nexus switches * Routing protocols (BGP, OSPF) * Meraki SD-WAN * Infoblox DDI * LiveNX, Telemetry, Gigamon * Preference for experience with Infrastructure as Code and network automation. Pay Range: $142,425-$237,375/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC1.22.25

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: New Grad 2026 - Foundational Analyst Rotational Program (FAR) - Corporate Finance Are you graduating by June 2026? Are you ready to start your finance career with a dynamic, industry leading company to accelerate your growth and development? Then our two-year FAR Program - Corporate Finance track is the place to start. LPL's finance group will present you with a wide range of challenges and opportunities. We build our success around passionate people and need great finance professionals to help continue our growth. Program Mission Our mission is to develop well-rounded analysts, while providing diverse experiences, extensive industry training, and exciting opportunities to grow your career. In this two-year, full-time rotational program, you will: Analysts will rotate onto three different teams and build crucial skills in financial analysis, corporate strategy, accounting, underwriting, treasury, relationship management, and more Develop a strong understanding of LPL's business and the wealth management industry Gain exposure to LPL's finance leadership team Meet regularly with your department rotation manager and others to receive personalized coaching and mentorship Cultivate new relationships in a fast-growing network of dedicated professionals Have the opportunity to collaborate with your peers, and support a departmental project or strategic financial function What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Eligible candidates are required to be undergraduate students pursuing a bachelor's degree with a graduation timeframe between December 2025 and May 2026 3.0 GPA minimum Offer is contingent upon completion of bachelor's degree, successful background screening, and agreement to be local to the Fort Mill/Charlotte office Preferences: All majors are considered, but finance and accounting majors are preferred GPA of 3.3 or higher Strong computer technical skills and proficient in Microsoft applications Effective communication, analytical, and problem-solving skills Passionate, driven, open to new opportunities, and positive attitude High level of motivation and initiative Disclaimer for international students: At this time, for our early career program positions, we're unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position. You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process. Positions offered are for full-time work at 40 hours per week. Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying. Pay Range: $29.36-$48.93/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC12.9.25

ReSource Pro is seeking a results-driven and highly motivated Senior Sales Executive with a strong background in enterprise sales to drive new business growth by identifying and developing client opportunities. This role will focus on selling technology solutions, helping clients improve operational efficiency, and leverage emerging insurance technologies. This is a remote role that can be based anywhere in the continental United States. A significant amount of your time will be spent travelling. Your role... As a Senior Sales Executive, you will be at the forefront of driving business growth, identifying and cultivating high-value opportunities within the P&C insurance sector. This role is designed for a dynamic, results-driven sales professional with a passion for innovation, specializing in both Insurance Operations and cutting-edge technology solutions such as AI-driven automation, cloud computing, and InsurTech. With a deep understanding of insurance operations and digital transformation, you will leverage your expertise to navigate complex sales cycles, influence key decision-makers, and consistently close high-value deals that drive real impact for our clients. We hire the best because we believe great people create exceptional experiences. That's why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. We respect your current compensation commitments. We are fully prepared to align the successful candidate's start date to accommodate the receipt of year-end bonuses or commission payouts, ensuring a seamless transition. Within your first year you will... Develop & Manage Leads: Identify prospective clients through cold calling, industry networking, trade shows, webinars, and public speaking engagements. Build Client Relationships: Establish and maintain strong connections with key decision-makers at insurance carriers, agencies, and MGAs. Position Our Solutions: Understand client pain points and demonstrate how our technology solutions-including AI, automation, and data analytics-deliver measurable impact. Manage the Sales Process: Guide opportunities through the client purchasing process, actively navigating approval stages, procurement, and sourcing. Negotiate & Close Deals: Lead contract negotiations, influencing stakeholders and accelerating deal closure while ensuring mutually beneficial agreements. Engage in Strategic Selling: Successfully manage large strategic accounts, fostering long-term client relationships and generating referrals from existing accounts. Develop Tailored Solutions: Craft strategic proposals and recommendations that align with client objectives and showcase ReSource Pro's unique value proposition. Stay Ahead of Industry Trends: Keep up with market developments, competitive trends, and evolving customer needs, recommending enhancements to product offerings and sales strategies. Invest in Continuous Learning: Actively participate in sales, product, and services training programs to ensure deep expertise in ReSource Pro's offerings. What you need to be successful... 10+ years of experience selling technology solutions to the P&C insurance industry. Strong understanding of P&C insurance processes, challenges, and market dynamics, with expertise in insurance technology solutions. Familiarity with emerging insurance technologies, such as AI, big data, predictive analytics, and cloud-based solutions. Excellent communication, negotiation, and presentation skills with the ability to explain complex technology solutions to non-technical stakeholders. Salesforce or similar tools familiarity is preferred. Selling software as a service/Saas within the insurance industry experience preferred. Experience with property and casualty (P&C) insurance platforms: Guidewire, Duck Creek, Vertafore, Majesco, Insurity, Applied Epic preferred Consultative sales skills and territory management. Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $113,035-$191,572. The salary range could be lower or higher based on the specific geographic location in which the candidate. This role is eligible for commission in addition to base pay. The commission structure is uncapped and is calculated based on a variety of sales performing factors. The salary range may vary based on the specific geographic location in which the candidate resides. We respect your current compensation commitments. We are fully prepared to align the successful candidate's start date to accommodate the receipt of year-end bonuses or commission payouts, ensuring a seamless transition. Benefits of Joining Our Team: 100% paid employee health insurance on Day 1. Eligible for all medical, dental, and vision benefits on Day 1. Generous PTO plan with paid holidays + floating holidays. Innovation focused work environment that promotes collaboration. Opportunity to contribute to the future of a growing, global organization. Your Interview Process… To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes: 1. Behavioral Interview with Talent Acquisition 2. Online talent assessment 3. Hiring Manager interview 4. Stakeholder interview *Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times-placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list's 40+ year history. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Advisor Licensing Program provides aspiring Financial Advisors the foundational skills necessary for a successful career in wealth management including; client relationship management, comprehensive financial planning, investment solutions, product implementation, financial markets and consultative selling. The program provides comprehensive training on LPL's systems and procedures, tutoring and support to obtain necessary FINRA licenses (7 & 66), and coaching from our leadership team. After completing licensure and necessary milestones throughout the program, program participants will graduate with an opportunity to support our growing book of clients as an Associate Financial Advisor. The Advisor of the Wealth Advisors Group (Wealth AG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients immediate and long-term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. Responsibilities: Licensure Testing: Training Advisors must pass the SIE, Series 7, and Series 66 exams, with no more than two attempts per exam, within a timeframe of up to six months from their start date. Training: Training Representatives will be immersed in hands-on training which includes investment solutions and products, comprehensive financial planning concepts, systems and operational functions, client service, and consultative sales skills. Training Representatives will be responsible for achieving milestones and learning comprehension goals to graduate. Customer Service: Advisors are responsible for all functions of client relationship maintained including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails and proactive client outreach. Book Maintenance: Representatives will work together to ensure our book of 120,000+ are operationally maintained, compliant, and delivering on our client experience commitments through proactive check-ins and outreach. Financial Planning: Advisors should have a detailed understanding of all aspects of the financial planning process. Advisors should be effective at collecting and analyzing client data, developing and implementing appropriate solutions, as well as reviewing and maintaining those solutions on an ongoing basis. Advisors will need to knowledgably speak to core concepts such as education, tax, estate, insurance and investment allocation on a daily basis. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Associate or Bachelor's degree from an accredited institution High integrity, detail oriented and ability to evaluate and mitigate risk Communication skills, an avid listener, and strong business writing skills Passion for financial services and client service Organized with their time, and able to pass multiple FINRA licensing examinations Core Competencies: Ability to work independently and effectively to meet deadlines, including the ability to effectively assess, prioritize and manage shifting responsibilities. Strong MS Office skills including Word, Excel, PowerPoint and Outlook and aptitude to quickly learn new systems. Experience with legal technology a plus. Ability to interact and communicate across all business lines, and with internal and external customers. Preferences: SIE is preferred or strongly encouraged to have completed before start date Telephone service / client relationship management skills Prior financial tele-sales, trading or call center service experience Previous experience as financial advisor or delivering advice and guidance to retail clients Basic understanding of financial planning concepts, investment markets, and account types Entrepreneurial mind set, self-starter and quickly adapt to a fast-paced environment Proficient in Microsoft Office and web-based applications Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills Disclaimer for international students: At this time, for our early career program positions, we're unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position. You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process. Positions offered are for full-time work at 40 hours per week. Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying. Pay Range: $22.28-$37.14/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC12.9.25

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated in Forbes as one of America's Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. Mechanics Bank now provides a broader, more convenient network of branches throughout California, the Pacific Northwest and Hawaii. This role will require the employee to work on-site at the local bank branch located in Big Bear Lake, Hesperia, Yucca Valley, Riverside, or Fontana, CA. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive, needs-based financial solutions to clients by offering a range of investment/insurance solutions * Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. * Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements * Delivering a high quality customer service experience during each customer interaction * Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate * Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: * High school diploma or equivalent (Bachelor's Degree Preferred) * Minimum of two (2) years investment sales experience (preferably in a financial institution) * Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 * Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) * Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: * Demonstrated ability to sell products and services to investment clients; evidence of strong sales results * Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space * Excellent knowledge of investment/insurance products and financial planning Core Competencies: * Strong self-motivation and ability to work independently * Excellent verbal, written and interpersonal communication skills * Possess strong organization skills * Excellent customer service and business focus with a great attention to detail * Effective research and analysis skills #LI-Onsite Pay Range:$68,640 - $80,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Our Associate Supervision Professionals provide superior customer service as the first line of contact for Supervision technology walk throughs, questions regarding industry rules and regulations and continuing education, requirements and processes for registration and licensing. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. What to Expect: Career Advancement: Continuous feedback and coaching to take your career to the next level in the direction you want to. Support & Development: Our Supervision Support team focuses heavily on development and highly encourages team members to obtain additional licensing such as the 66, 24, or 9/10. Team Environment: Our Supervision support team has a strong team dynamic with easy access to next level support. Requirements: Minimum 1 year of recent customer service experience Excellent oral and written communication skills. Ability to quickly learn and maintain knowledge in a very dynamic environment Ability to multi-task, strong attention to detail, excellent problem-solving and follow-up skills. Knowledge of mutual funds, annuities, general securities, and other financial products required. Knowledge of FINRA, SEC, and State rules and regulations required. Licenses requirement: FINRA SIE and Series 7 top-off or must be passed within 90 days of employment. Core Competencies: Analytical Critical Thinker Reliable Team Player Preferences: 1-2 year of financial services experiences focused on investment products. Previous working knowledge of securities licensing and insurance licensing Proactive collaboration and service-based responses with business partners on escalated issues. Experience with all Microsoft applications, particularly, Excel, Word, Access, PowerPoint, and SharePoint. Pay Range: $21.10-$35.16/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC12.9.25

LPL is seeking a seasoned Vice President II - Network Engineering to lead the strategy, design, and operations of our enterprise network infrastructure. This role requires a visionary leader with deep technical expertise and proven experience in building high-performing teams, driving innovation, and ensuring network availability, resiliency, across multiple data centers and corporate environments. Leadership & Management * Build, lead, and mentor a team of 8-10 network engineers and managers. * Drive talent acquisition, career development, and succession planning. * Foster a culture of collaboration, innovation, and continuous improvement. * Partner with senior leadership to align network initiatives with business objectives. * Develop and manage annual budgets, forecasts, and resource planning. Strategy & Architecture * Define and execute the long-term network strategy, including modernization and automation initiatives. * Oversee perpetual improvement of network architecture and technologies. * Research and implement emerging technologies to streamline operations and enhance performance. Operations & Governance * Ensure high availability, resiliency, and security of network infrastructure. * Establish KPIs and reporting for network performance and reliability. * Maintain compliance with regulatory and security standards. Technical Expertise * Stay current on networking technologies and industry trends. * Apply technical knowledge to optimize business processes and efficiencies. * Oversee operations across multiple data centers and large corporate offices. * Operationalize and monitor deployed technologies for maximum performance. Required Qualifications * Bachelor's degree in Computer Science, Engineering, or related field (Master's preferred). * Minimum 5 years of IT management experience; 10+ years in network engineering roles. * Hands-on experience with enterprise networking and data center management. * Expertise in Cisco networking portfolio and related technologies: * Cisco ACI, SDA/DNAC, Catalyst & Nexus switches * Routing protocols (BGP, OSPF) * Meraki SD-WAN * Infoblox DDI * LiveNX, Telemetry, Gigamon * Preference for experience with Infrastructure as Code and network automation. Pay Range: $142,425-$237,375/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC1.22.25

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow to LPL's Advisor Recruiting team in order to increase sales. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone based (cold-calling) with supplemental efforts using digital means (email campaigns and social media). If you want to learn and grow with us, this is the role for you. We have a robust career path where successful BDAs promote into Internal Regional Director (IRD) roles and from there have the opportunity to promote into our Regional Director (RD) roles. Responsibilities: Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter Use the news cycle, territory makeup and direction of the recruiters/leaders to execute on weekly prospecting campaigns Use independent judgement to qualify a lead, determining if the lead should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director 100 outreaches per day - cold calls (primary), individual emails and social media outreaches (LinkedIn) Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results Develop skillset, knowledge base and industry experience in order to qualify for next level opportunity as an Internal Regional Director. What are we looking for? We want high-energy, strong collaborators who can deliver a world class, sales experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: Bachelor's degree in Business, Finance or related areas Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters Must be in office 3 days a week ( Tuesday - Thursday) Core Competencies: Highly motivated and resilient by achieving sales targets consistently Ability to quickly build rapport, primarily via phone based communication Comfortable with some travel, two times per year for training Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook Experience or understanding of broker/dealers, advisory, finance or sales principals *Pay does not reflect total Comp/Potential* Pay Range: $25.24-$42.07/hour The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 ******************** 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 **************. EAC1.22.25