Solution Center Specialist
Are you interested in being part of a team that is working to transform and do things differently? Do you thrive in a fast-paced, advisor-focused organization? Are you eager to be part of a growing team? If so, the Solution Center Specialist role in Business Transitions could be 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. 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.
The Solution Center Specialist of Business Transitions will work closely with the Business Development, Transitions & Operations teams to support advisors through conversions. They will support the development and oversight of processes and tools that drive efficiency across the Business Transitions team. You will assist in the development of recommendations by researching and synthesizing data from multiple sources, developing reports where needed to drive business insights and strategy development. In this position, you will be strategic with the team to address the needs of advisors by working with cross-functional business partners.
Develop and maintain FAQs, reporting and provide expert level consulting to identify and support Business Transition’s needs in converting advisors to LPL’s platform. Develop, own and optimize an advisor feedback loop to drive meaningful business results
Partner with other departments at LPL to answer advisor and field support questions, solution for escalations and make recommendations on key action items to support large scale advisor conversions to LPL
Answer inquiries from internal and external business partners and provide solutions to escalations and complex business processing
Establish and keep a contact list for other Business Unit POCs.
Assist colleagues by finding resolution to issues related to processes/procedures, identify opportunities and create solutions to expedite and improve the process
Advance the use of complex analytical techniques and statistical thinking across Business Transitions
Summarize written findings, publicize results, and participate and share knowledge with senior leadership as appropriate
Work with recruiting and transitions team to reach goals and objectives for retention effectiveness
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.
Bachelor’s degree in Business, Economics, Finance or similar preferred
Must be proficient using Microsoft Office applications, especially Excel and Powerpoint, Smartsheet and Box
Problem solving skills that enable efficient identification of issues, structuring and execution of analysis, development of actionable recommendations and implantation of those recommendations
Ability to present complex information in a clear and concise way; strong analytical skills coupled with strong verbal and written communication
Ability to manage multiple initiatives at once in a fast-paced, entrepreneurial environment
Natural curiosity and grace under pressure
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!
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 (800) 877-7210.