Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
Excited to learn more? If so, then this could be the role for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
LPL Financial is the nation’s largest independent brokerage firm with more than 14,000 independent financial advisors in more than 4,000 branch offices nationwide. LPL Financial has been ranked the number one broker dealer in its class consistently over the past 10 years. Financially strong and growing, its corporate offices are in Boston, San Diego, and Charlotte.
LPL Home Office Technologies is responsible for the support, engineering, and strategy for the desktop and corporate 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 workstyles.
The Senior Desktop Support role works directly with the Home Office Technology Customer Care team to assist in fixing, or managing to completion, technical issues or support concerns with our 4,000+ LPL Financial Home Office users.
Responsibilities:
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Provide exceptional customer support to staff members (including executives) to inspire confidence, care, and extreme delight.
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Act as the representative to IT involving others as needed to resolve issues or fulfill requests, and fully owning issues end to end.
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Identify simplification and automation opportunities to make the service efficient and delightful for our staff members.
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Provide proactive professional service at all times.
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Partner with team to deliver on our strategic plan to ensure that our staff technology is always available and functioning properly.
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Coordinate and deliver a weekly summary technology health report.
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Must have a strong understanding of the technology and what technology challenges staff members encounter in their day to day activities.
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Support of MacOS, Windows 10, Microsoft Office, Telecommunications, VPN, and other baseline corporate applications.
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Focus on expert support of tools such as laptop, desktop, iPad, iPhone, remote access, home offices etc.
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Works with Senior Executives, Executive Assistants and Desktop Support to develop a support plan for individual technology needs, including travel and other offsite engagements.
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Maintain inventory of live replacement devices to provide for immediate swap capability.
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Responds quickly to technology outages affecting staff members to restore service as quickly as possible. Works in partnership with the Desktop Support area, understands and follows the established technology standards and support processes as appropriate.
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Provides feedback based on 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.
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Participates in special projects and performs other duties as required.
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:
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Associates degree in Computer Science, Information Technology, or equivalent work experience
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Four years’ experience in providing exceptional customer & desktop support services to large staff populations above 3000-5000 end users
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Expert experience with current Windows OS and MAC OS required
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Expert level experience with supporting end user hardware, software, and technologies.
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Advanced experience with Apple devices (including MacOS/iPhone/iPad/iOS) and hardware and with the Microsoft Office Suite (2010 and 2016) as well as Microsoft Exchange and Outlook
Core Competencies:
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Experience with Service Now a strong plus
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Demonstrated Excellent Customer Service experience
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Ability to travel to support Executive needs
Pay Range:
$32.60-$54.33/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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it’s like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? 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.
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.
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