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:
LPL Home Office Technologies is responsible for the support, engineering, and strategy for the enterprise desktop applications that our internal employees use to better serve our Advisors and Investors. Simply put, our goal is to provide a modern computing environment that is reliable, simple to use, and flexible to individual work styles.
We are seeking a qualified professional Senior Analyst, Technology Success Partners Team (TSP) to provide highly personalized and responsive technology support to our onsite LPL leadership Team. This role will be expected to deliver exceptional and expedient service coupled with a great attitude, and precision support to our Executives, while being part of a team that strives to continually raise the bar on TSP’s IT experience.
Responsibilities:
Provide Exceptional Customer Support to Executive Staff Members to inspire confidence, care, and extreme delight.
Act as the representative to IT for the Executives, involving others as needed to resolve issues or fulfill requests, and fully owning Executive issues end to end.
Identify simplification and automation opportunities to make the service efficient and delightful for our Executives.
Provide proactive professional service at all times with Executive facing clients.
Partner with team to deliver on TSP’s strategic plan to ensure that our Executives’ technology is always available and functioning properly.
Coordinate and deliver a weekly summary technology health report for each of the Executives.
Must have a strong understanding of the technology the Executives are using, how they are using it and what technology challenges they encounter in their day to day activities.
Support of MacOS, Windows 11, Microsoft Office 365, Telecommunications, VPN, and other baseline corporate applications.
Focus on expert support of tools such as laptop, desktop, iPad, iPhone, remote access, home offices etc.
Works with Senior Executives, Executive Assistants and Desktop Support to develop a support plan for individual executive technology needs, including travel and other offsite engagements.
Maintain inventory of live replacement devices for the Executives to provide for immediate swap capability.
Responds quickly to technology outages affecting the Executives and their Assistants to restore service as quickly as possible, on a 24/7 basis as needed. Works in partnership with the Desktop Support area, understands and follows the established technology standards and support processes as appropriate.
Provides feedback based on Executive input and usage; develops ideas for new and improved solutions based on needs. In conjunction with Desktop Support, establishes and monitors metrics on service delivery and customer satisfaction.
Participates in special projects and performs other duties as required.
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:
Must be able to work 100% from LPL's Manhattan-based office 5 days a week as well as locally travel to support Executive technology needs. Role supports onsite executives so working remotely is not an option
Demonstrated Excellent Customer Service and experience
Minimum 3 years’ experience in providing desktop support services to Senior Executives
Expert support experience with Microsoft Office 365, Windows 11 OS, and Apple devices (including MacOS/iPhone/iPad/iOS) required
Minimum 5 years of end user support experience, troubleshooting hardware and software problems required
Preferences:
Bachelor’s degree in related technical area or equivalent technical training/experience required
Strong communication skills and collaborative attitude are key attributes for this role.
#LI-Onsite
Pay Range:
$33.57-$55.96/hourActual 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 www.lpl.com.
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 www.lpl.com.
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 an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC12.9.25
Top Skills
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs.
With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way.
Your greatness is our goal.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
