Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The Senior Consultant, Client Feedback plays a key role in delivering a high‑quality client experience by supporting the day‑to‑day execution of the firm’s closed‑loop feedback process. This role is responsible for coordinating client feedback responses and serving as a primary point of connection between clients and internal subject matter experts (SMEs).
The Senior Consultant, Client Feedback focuses on operational consistency, responsiveness, and follow‑through, ensuring feedback is acknowledged, routed, and tracked in a timely and professional manner. Working closely with program leadership, the role supports escalation management, adheres to established governance, and contributes to a positive, client‑centric experience through disciplined execution.
Responsibilities:
- Manage and triage incoming client feedback, ensuring timely acknowledgment, accurate routing, and closed‑loop communication.
- Serve as a quality control checkpoint for consistent, professional client communications.
- Monitor timelines and service level expectations, flagging risks or delays and escalating issues as appropriate.
- Partner with feedback SMEs to support delivery of responses by tracking progress, sending reminders, and reinforcing expectations.
- Identify stale or aging feedback items and proactively re‑engage stakeholders to move items forward.
- Participate in working sessions or support touchpoints with SMEs to address complex or sensitive feedback, escalating as needed.
- Maintain assigned SME coverage areas by supporting topic alignment and onboarding activities.
- Contribute to feedback reporting and governance activities by identifying issues, suggesting improvements, and following established workflows.
- Demonstrate and reinforce client‑centric and hospitality‑minded behaviors through daily actions and interactions.
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:
- 3-5 years’ experience in client experience, feedback management, operations, or service quality roles.
- 1+ years’ experience in the wealth management industry.
- Bachelor’s degree in communications, business administration, social sciences or related field, or equivalent years’ work experience.
Core Competencies:
- Ownership & Reliability: Demonstrates strong accountability and follow-through, taking ownership of work and outcomes while maintaining accuracy, honoring commitments, and upholding quality and integrity.
- Client Focus & Execution: Delivers consistent, high-quality results by understanding and anticipating internal and external client needs, ensuring timely, accurate outcomes with strong attention to detail.
- Collaboration & Stakeholder Coordination: Works effectively across cross-functional teams, building positive relationships and coordinating efforts across multiple stakeholders to achieve shared goals.
- Communication Excellence: Communicates clearly and professionally in both written and verbal formats, adapting tone, clarity, and level of detail to suit the audience and context.
- Prioritization & Operational Discipline: Successfully manages multiple priorities in a fast-paced environment, meeting deadlines and SLAs while demonstrating sound judgment, proactive problem-solving, and appropriate escalation of issues.
Preferences:
- Experience with feedback systems, CRM tools, case management platforms, or operational workflows is a plus.
- Experience with Medallia
- Exposure to Tableau
Pay Range:
$75,396.00 - $125,660.00Actual 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 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.
EAC 5.19.26
Skills Required
- 3-5 years' experience in client experience, feedback management, operations, or service quality roles
- 1+ years' experience in the wealth management industry
- Bachelor's degree in communications, business administration, social sciences or related field, or equivalent work experience
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
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.
