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Sr. HR Generalist and Business Partner

LPL Financial

LPL Financial

People & HR
Tempe, AZ, USA
Posted on Saturday, May 25, 2024

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 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.

Job Overview:

LPL is hiring a Senior HR Generalist to support dynamic change and continued business growth for the Client Success organization, with a focus supporting our Innovation & Delivery, Relationship Management, and Trading teams.

This individual will play a key role in supporting the employee experience for both non-exempt employees as well as exempt employees within defined territories to provide targeted HR business partner support to our frontline leaders and the organization’s employees. This role focuses on consultation and coaching on employee performance management, employee relation-type situations, as well as initial investigations in partnership with other teams within the Human Capital organization. This role will also provide data and reporting support for key Human Capital metrics for the Client Success organization.

This is an excellent opportunity for someone looking to gain experience in a best-in-class Human Capital team. Our Human Capital team enjoys a fun and engaging work environment where there are amazing growth opportunities. We are looking for an individual to join the team who is eager to grow with us!


  • Support the implementation of comprehensive HR strategies, policies, and practices in support of company and client group business plans in the areas of performance management, leadership development, workforce planning, compensation, talent management, change management, employee engagement, retention, professional development, culture and diversity.

  • Actively manage and provide direct coaching and support to managers and frontline leaders regarding employee performance concerns, including support for delivering performance improvement plans and terminations.

  • Work closely with other Human Capital and Legal partners to ensure appropriate documentation of performance concerns and adherence to LPL policies and employment laws.

  • Develop methods and procedures for compiling and analyzing data for reports and special projects, working closely with the various HC teams in driving a data focus as well as moving to action on insights.

  • Run and analyze regular reporting and work with the HR Business Partner team to create data-driven solutions to people-related concerns.

  • Participate in cross-functional project teams and assignments as necessary, often partnering with Compensation & Benefits; Talent Development; Learning Delivery; Diversity, Equity & Inclusion; Talent Acquisition; HR Ops, Systems & Analytics; Corporate Real Estate; Culture & Engagement and Corporate Communications.

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.


  • 3+ years of professional level experience in Human Resources

  • Knowledge of local, state, and federal laws essential (critical with ADA, FMLA, LOA, PTO, sick, wage and hour) across multi-states

Core Competencies:

  • Comfortable learning, navigating and leveraging HR systems and tools

  • Proficient in Microsoft Word, Excel and PowerPoint

  • Proficient in HR Generalist skills such as Employee Relations, Talent Development, and Project Management

  • Must be extremely organized, self-motivated, and capable of working in a rapidly changing environment with the ability to effectively interact with all levels of management.

  • Must have a professional demeanor and the ability to maintain confidentiality at all times when dealing with personnel matters.

  • Successful candidates will possess superior consultative and influencing skills, strong verbal/written communication skills, and solid analytical and problem-solving skills, as well as empathy and project management skills.

  • Ability to manage multiple priorities, work independently and as a team in a dynamic and quickly-changing environment.


  • PHR preferred, not required

  • Experience managing or providing HR support in a call center and/or sales environment with exempt and non-exempt populations

  • Experience using Workday and Smartsheet

Pay Range:


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.