Senior Analyst, Vendor Management – Field Management

LPL Financial

. Collect vendor due diligence information for practices in the pipeline with internal partners .

Posted 10/13/2026full-timeUnited StatesSenior💰 $72,100 - $120,201 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in vendor due diligence and project management within the wealth management industry, with strong communication skills and the ability to build relationships across diverse groups. Proven track record of managing operational needs and adhering to budgetary constraints while advocating for internal partners.

Highest-signal resume keywords

Vendor Due DiligenceProject ManagementWealth Management ExperienceMS Office ProficiencyCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Vendor ManagementBudget AdherenceProject CoordinationBilling ManagementAttention to Detail

Soft Skills

Entrepreneurial DriveInterpersonal SkillsSelf-StarterMulti-TaskingProblem-Solving

Tools & Technologies

SmartsheetsConfluenceJira

Industry Keywords

Wealth ManagementInternal PartnersAdvisorsOperational BurdenField Management

About the role

Key responsibilities & impact

Collect vendor due diligence information for practices in the pipeline with internal partners
Interface with advisors and staff of recently acquired practices to gather in-depth vendor due diligence information
Coordinate meetings with internal partners to determine short-term pre-conversion and long-term post-conversion approaches for each vendor
Manage short-term payment needs by taking over billing on behalf of acquired practices
Ensure adherence to budget through consultation with Field Management leadership
Partner with Strategic Sourcing & Procurement on project management
Build relationships with internal business partners, advisors, and staff
Gather learnings to inform a coordinated vendor management strategy
Advocate for advisors and staff and reduce their administrative and operational burden

Requirements

What you’ll need

3+ years of experience working within the wealth management industry
Bachelor’s Degree (or equivalent experience)
3+ years of experience working utilizing MS Office
Entrepreneurial drive and a do-what-it-takes attitude
Proven ability to navigate large organizations
Excellent communication skills
Confidence and ability to interface with diverse groups of people and navigate challenging situations
Previous experience utilizing Smartsheets, Confluence, and Jira (preferred)
Experience working on a project team and meeting project timelines with competing priorities (preferred)
Self-starter with demonstrated ability to multi-task and prioritize workload (preferred)
Strong attention to detail (preferred)

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package