Product Operations Associate – Advisor Tech

lplfinancial

Fort Mill (SC)

On-site

USD 60,000 - 90,000

Full time

6 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

LPL Financial's Client Technology Management (CTM) organization seeks a Product Operations Associate to support advisor technology platforms and services. You will process access requests, respond to advisor inquiries, and provide application support while ensuring adherence to firm policies.

Collaborating with Tech Support, Onboarding, and other business partners, you will deliver operational knowledge, participate in product improvements, and help deliver an exceptional advisor experience.

Qualifications

Strong communication skills, both verbal and written.
Analytical problem-solving abilities with attention to detail.
Experience supporting financial advisors and internal teams.

Responsibilities

Provide high-quality service and support to financial advisors, advisor staff, and internal business partners through phone, email, and operational support channels.
Process requests to add, modify, or remove access to advisor technology platforms and supported applications.
Support first-contact resolution efforts by assisting users with technology processes, systems, and platform navigation.
Provide application support for proprietary and third‑party technology solutions, including troubleshooting access and operational issues.
Develop and maintain expertise in CTM‑supported products and services to assist advisors and internal stakeholders with technology‑related needs.
Deliver training, guidance, and operational knowledge sharing to processing and service teams.
Participate in and lead meetings related to product enhancements, process improvements, project initiatives, and operational updates.
Perform product reconciliation, data analysis, reporting, and information gathering activities as required.
Communicate product requirements, operational procedures, and compliance‑related guidelines to internal and external stakeholders.
Collaborate with departments including Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, Cash Management, and other business partners.