Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? If so, LPL Financial is the place 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 18,000 financial advisors, 800 institution-based investment programs, and 450 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.
Job Overview:
The Sr. Service Delivery Consultant (SDC) will be responsible for developing a relationship with assigned offices to address challenges proactively and drive efficiencies on all operational office level functions. The SDC will serve as an advocate for the office and work with internal LPL business partners to improve the ease of conducting business. As improved efficiencies are discovered, the SDC will consult with assigned offices on strategies to achieve operational efficiencies and improve client satisfaction.
Responsibilities:
- Proactively consult on service and operational issues experienced by assigned offices.
- Analyze and identify operational trends within the assigned office and resolve issues.
- Serve as an advocate for assigned offices and navigate through LPL policies and procedures.
- Conduct weekly calls with offices to address advisor concerns and educate on upcoming firm initiatives.
- Develop and deliver customized reporting to help determine where efficiencies can be gained.
- Proactively communicate sensitive information such as FINRA rulings and policy changes.
- Conduct annual onsite visits to improve relationships and deliver customized training.
- Designated point of contact for complex escalations or sensitive events.
- Demonstrate flexibility and adaptability when supporting multiple workflows.
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:
- 3+ years of experience in financial services and/or client-facing role.
- Bachelor's degree or relevant experience.
- Experience with Move Money, New Accounts, and Account Transfers.
- Experience with hosting webinars or presenting to large audiences.
- Must be able to travel up to 10% of the time.
- Experience with MS Office suite, particularly Excel and PowerPoint.
Core Competencies:
- An entrepreneurial drive and a do-what-it-takes attitude.
- Self-starter with a demonstrated ability to multi-task and prioritize workload.
- Able to handle competing priorities in a fast-paced environment.
- Superior analytical skills with an ability to identify relevant data.
Pay Range: $66,500.00 - $110,900.00 Actual base salary varies based on factors, including relevant skill, prior experience, education, and geographic location.
Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. We provide a work environment that encourages creativity and growth, a supportive leadership team, and the opportunity to create a career with amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
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.
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.
#J-18808-Ljbffr