Are you solution-oriented and passionate about delivering results? Do you enjoy thinking outside the box, learning new skills, and solving problems? If so, this could be the perfect role for you!
About LPL Financial: LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, not the other way around. Today, LPL is a leader in the markets we serve, supporting over 18,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide. We are committed to the advisor-centered model and believe that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom to choose the business model, services, and technology resources that best suit their practice. They also have the autonomy to manage their client relationships, as they know their clients best. Simply put, we take care of our advisors so they can take care of their clients.
Job Overview: The Senior Operations Specialist will provide critical operational support for LPL Financial’s Centrally Managed Platforms, including Model Wealth Portfolios (MWP), our fastest-growing advisory platform. This role involves ensuring that advisor-driven requests, such as withdrawals and model changes, are processed accurately and communicated to the Overlay Manager in a timely manner.
Responsibilities:
- Resolve inquiries through research and coordination with various operations departments.
- Ensure new accounts meet funding requirements.
- Act as a liaison between the Service Center and the team.
- Maintain a high level of detail orientation and thrive in a fast-paced environment under pressure.
- Deliver extraordinary service consistently.
What are we looking for? We seek strong collaborators who can deliver a world-class client experience. Ideal candidates thrive in a fast-paced environment, are client-focused, team-oriented, and excel in fostering creativity and continuous improvement.
Requirements:
- 1+ year of operations experience in financial services or a government entity.
Core Competencies:
- Excellent customer service skills.
- Strong written and verbal communication skills.
- Strong problem-solving and analytical skills.
- Ability to collaborate effectively with others.
- Keen attention to detail.
- Ability to perform under pressure and meet deadlines.
- Bachelor’s degree or equivalent preferred.
Pay Range:
$16.73-$27.88/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.
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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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