New Hire Onboarding Manager

Are you passionate about creating a positive first impression?  Do you enjoy helping others to grow and develop confidence in their role?  Do you find purpose in helping others to navigate new information and overcome obstacles? If so, LPL Financial is the place for you! 

Job Overview:
We are seeking a New Hire Onboarding Manager to support Financial Service Professionals (FSP) as they transition from instructor led training to our high-volume inbound customer contact center. In this exciting position, you’ll be the driving force behind ensuring our new hires feel supported, prepared, and empowered to take care of our advisors! Candidates best suited exhibit strong leadership skills and have a proven history of being an impactful and inspirational coach. 

Responsibilities:
Onboarding Support:
The New Hire Onboarding Manager is the initial point of contact to support new hires by ensuring the completion of pre-onboarding logistical tasks for full time and contingent cohorts. This individual will build strategic partnerships with Service Center leadership, Learning & Development, Technology, Human Resources, Workforce Management, and Talent Acquisition. They will play a crucial role in overseeing the new hire process, shaping the onboarding experience, establishing productive routines, and working cross-functionally to deliver an engaging experience.

OJT Support: 
Help FSPs navigate resources, provide helpful tips, and create a structure that promotes an environment of psychological safety. The New Hire Onboarding Manager will actively demonstrate exceptional customer service skills by taking live calls during the training transitional phase. This manager is responsible for establishing regular 1:1 meetings to evaluate call quality and provide coaching. On a periodic basis and during peak volumes this individual with support the call queues to remain adept at customer service interactions and support the business. 

L&D Partnership:
Collaborate closely with the L&D team to ensure best practices shared are relevant and resources are up to date. This person will provide observations throughout training and nesting to add insight to the learner readiness scorecard. The New Hire Onboarding Manager will provide coaching and guidance to new hire cohort participants along with evaluating skill development progression through the training program. 

Growth and Development:
Act as a mentor and pacesetter for new hires. The Onboarding Manager will monitor speed-to-proficiency data and report trends across Service leadership and L&D. A successful New Hire Onboarding manager will identify areas of opportunity with strong performance-based 1:1 coaching. 

Reporting & Analytics:
The New Hire Onboarding manager will actively create routines with the full-time manager of all new hires to provide progress reports based on speed-to-performance metrics, along with monitoring attendance, engagement, and attrition.

What are we looking for?
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:
•    Minimum 3-5 years call center people management experience
•    Minimum 2-3 years of strong performance-based coaching and personalized feedback delivering
•    Strong knowledge of financial services industry standard practices
•    Adept knowledge of LPL Financial’s tools, systems, products, and services

• SIE and Series 7 (https://www.finra.org/industry/series7) or can complete within 90 days of employment

Core Competencies: 
•    Effective communication and interpersonal skills across all levels of the organization
•    Strong organizational skills and attention to detail
•    Highly proactive and solution oriented
•    Inspirational and patient with the learning process
•    Strong ability to think outside of the box and approach obstacles with curiosity 

#LI-PA

Pay Range:

$66,788-$111,313/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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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.

EAC1.22.25