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!

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:

The Sr. Service Delivery Consultant (SDC) will be responsible for and instrumental in developing a relationship with assigned offices in order to address challenges proactively and drive efficiencies on all their operational office level functions vs. account 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 proactively consult with assigned offices on strategies to achieve operational efficiencies and improve client satisfaction. The SDC will also work closely with the Service360 Manager/AVP, Relationship Manager, and various departments throughout LPL.

Responsibilities:

• Proactively consult on Service and Operational issues experienced by assigned offices.
• Analyze and identify operational trends (NIGO’s, technology adoption, etc.) within the assigned office and resolve issues.
• Serve as an advocate for assigned offices and navigate offices through the intricate details of LPL policies/procedures.
• Conduct weekly calls with offices to address advisor concerns before items become issues/escalations and educate offices on upcoming firm initiatives.
• Develop and deliver customized reporting to help determine where efficiencies can be gained or future issues can be eliminated.
• Proactively communicate sensitive information such as FINRA rulings, policy changes, or fee adjustments.
• Conduct annual onsite visits to improve the relationship and deliver customized training based on office need.
• Designated point of contact for complex escalations or sensitive/unique events.
• Demonstrate flexibility and adaptability when supporting multiple workflows and manual processes including BAU standard operating procedures.

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, 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, with a particular proficiency with Excel and PowerPoint.

Core Competencies:

• An entrepreneurial drive and a do-what-it-takes attitude, grounded in tangible results to improve the advisor experience.
• Self-starter with a demonstrated ability to multi-task and prioritize workload in a fast-paced, changing environment.
• Able to handle competing priorities in a fast-paced, high-profile, and rapidly evolving environment.
• Superior analytical skills with an ability to identify relevant data and ability to evaluate business opportunities within the context of a larger organization.

Preferences:

• Excellent organizational time management and organizational skills with keen attention to details.
• The ability to work in a cross-functional team and drive outcomes without having direct authority.
• Ability to translate high level business directives into operational procedures.
• Expert communication skills, both written and oral, with ability to present materials in advisor facing meetings and to the organization.
• Series 99 preferred

Pay Range:

$66,500.00 - $110,900.00

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.