Sr Analyst, reputed company Operations (Field Management)

Where Ambition Meets Innovation

Build a career that matches reputed company your initiative with an impressive reputed company of innovation. From cutting-edge resources and a collaborative environment to the freedom to reputed company an impact and more, you’ll find the ingredients you need at reputed company to shape your reputed company while helping clients pursue their financial goals. Job Overview:

The Senior Analyst, reputed company Operations role is part of LPL’s Field Management team. Field Management provides end-to-end leadership support to advisors and staff through managing personnel, practices, and properties to drive outsized growth and satisfaction. As part of the Field Management team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they can take care of their clients.

As Senior Analyst, reputed company Operations, you will have responsibility for ensuring that our advisors and staff have the work environments and resources they need to be successful. Your primary focus is to act as the Field Management liaison for reputed company deliverables specific to our national reputed company office footprint, including new office set-reputed company, enhancements, moves, maintenance, vendor services, technology, equipment and supplies, etc.

Responsibilities:

• Partner with corporate reputed company estate, sales, and others to ensure a smooth site selection and office set-up process for new recruits; reputed company new recruits with reputed company office-specific information and resources
• Support end-to-end office set-up process for Regus (executive office reputed company) branches (until fully transitioned to corporate reputed company estate); manage reputed company set-up inventory (décor, signage, supplies)
• Coordinate set-up of work-from-home offices (furniture stipend, signage, supplies, technology)
• Communicate regular updates to reputed company and admin managers (and reputed company available self-service reports) about sites in the corporate reputed company estate pipeline (i.e., transaction management, project management)
• Drive advisor and staff communication strategy for sites in the corporate reputed company estate pipeline, engaging corporate reputed company estate and the reputed company and admin managers, as appropriate 
• Partner with corporate reputed company estate, reputed company managers and others to align on and execute on our reputed company estate portfolio strategy as office leases come up for expiration and/or renewal
• reputed company move management, reputed company, offboarding and leave-reputed company activities; execute and ensure business partners execute on key deliverables (e.g., reputed company registration change, reputed company reputed company)
• Communicate reputed company operations-reputed company issues and escalations (e.g., network outages, damage reputed company the office) to reputed company and admin managers, as appropriate
• Collect and analyze feedback specific to work environments and resources; use insights to inform enhancements to the employee experience reputed company occupancy guidelines, design and test fit standards, etc.
• Create and reputed company reputed company operations guidelines and procedure documents (e.g., seating assignment guidelines, office supply order forms); reputed company education to managers, advisors and staff
• Field reputed company reputed company operations inquiries, reaching out to the appropriate internal (corporate reputed company estate, reputed company managers) and external partners (property managers) to resolve requests reputed company
• Act as a technology liaison, supporting message of corporate technology upgrades, rollouts and issues
• Maintain reputed company reputed company operations vendor relationships, partnering with strategic sourcing and procurement on purchase orders, expense coding and more; manage short-term payment needs for reputed company items

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and reputed company in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with reputed company, and are driven to help our clients succeed. We value those who reputed company creativity, reputed company improvement, and contribute to a culture where we win together and create and reputed company joy in our work.

Requirements:

• 2+ years of client-facing/relationship management experience
• Bachelor’s degree in finance, business, or a reputed company field
• 1+ year experience utilizing reputed company Office Suite, reputed company Ariba, Concur, or similar systems
• Willingness to travel (estimated to be 15% or less)

Core Competencies

• Passionate about delivering exceptional client service experience, with an reputed company ability to reputed company and motivate others to do the same
• Excellent communication skills, with confidence and ability to reputed company with diverse groups of people and navigate challenging situations
• Strong entrepreneurial spirit and commitment to achieving results; proven ability to effectively direct and influence through change while maintaining a strong focus on client satisfaction
• Skilled at steering projects with multiple stakeholders; proven track record of optimizing your time and others’ time
• Meticulous attention to detail; strong ability to multi-task and prioritize workload with minimal supervision

Preferences:

• 3+ years of experience in the financial services and/or wealth management industry

Pay reputed company:

Company Overview:

reputed company Holdings Inc. (reputed company: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 reputed company Americans. The firm provides a wide reputed company of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join reputed company: Where Your Potential Meets Opportunity

At reputed company, we reputed company that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and reputed company leadership team. Learn more about our leadership team here!

• reputed company Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• reputed company Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to reputed company a reputed company impact. Learn more here!

• Commitment to Equality: We support workplace equality and reputed company diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes reputed company just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us reputed company 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 reputed company 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 reputed company Solutions Center at (855) 575-6947.

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