Top Tech Jobs & Startup Jobs

The Sr. Operations Specialist in Tax and Cost Basis is responsible for reviewing tax lot data, performing quality control, resolving client issues, auditing cost basis functions, and communicating with advisors. This role involves maintaining accurate tax reporting and supporting regression testing for system changes.

The Senior Specialist at LPL Financial will provide quality service to financial advisors by processing transfer requests, reconciling accounts, and ensuring timely processing of dividends and corporate actions. The role involves communication with financial advisors and maintaining accurate records within the AI Operations Department.

The Cash Management Operations Manager leads a team in overseeing cash management processes, ensuring quality and regulatory compliance. Responsibilities include coaching team members, driving performance, creating controls, and managing operational excellence while fostering a culture of continuous improvement and collaboration across departments.

The Analyst in Workforce Management at LPL Financial will implement and provide support for new software solutions, develop forecasting methodologies, manage scheduling software, produce reports on workforce metrics, and collaborate on strategic departmental projects, all aimed at improving operational efficiency and client service.

The VP HRBP will lead the development and implementation of comprehensive HR strategies to support business goals, advise executive leaders, provide innovative solutions, and focus on employee engagement and talent management. This role requires strong collaboration with various teams and an emphasis on delivering a world-class client experience.

The Admin Solutions Manager will lead a team of Admin Solutions Consultants, ensuring daily operations, advisor satisfaction, and performance management. Responsibilities include program development, team coaching, relationship management, and adherence to operational procedures. The ideal candidate should possess strong leadership and communication skills, with experience in financial services and a focus on team collaboration.

The Ops Specialist supports various operational business units by sorting and prepping mail, assessing processing quality, and collaborating with management and partners to resolve issues. The role requires excellent communication skills and a keen attention to detail.