Senior Consultant, Client Feedback

LPL Financial LLC; United States; On-site; USD 75,000 - 126,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

and more.

Job summary

LPL Financial Holdings Inc. is seeking a Senior Consultant, Client Feedback to enhance client experiences by coordinating feedback responses and connecting clients with internal SMEs. The role emphasizes governance, timely routing, and disciplined execution to maintain high service quality.

The ideal candidate has 3–5 years in client experience or operations within wealth management, a relevant bachelor's degree, and strong cross-functional collaboration skills.

Qualifications

• 3-5 years’ experience in client experience, feedback management, operations, or service quality roles.
• 1+ years’ experience in the wealth management industry.
• Bachelor’s degree or equivalent years’ work experience in related fields.

Responsibilities

• Manage and triage incoming client feedback with timely acknowledgment and routing.
• Serve as a quality control checkpoint for professional client communications.
• Monitor timelines and SLAs, flag risks and escalate issues as needed.
• Partner with SMEs to track progress and reinforce expectations.
• Re-engage stakeholders to move aging items forward.
• Support SME touchpoints and address complex feedback escalations.

Skills

Client feedback management

Operations

Service quality

Cross-functional collaboration

Education

Bachelor's degree in communications, business administration, social sciences or related field, or equivalent years’ work experience

Tools

CRM tools

Medallia

Tableau

Job description

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting‑edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

The Senior Consultant, Client Feedback plays a key role in delivering a high‑quality client experience by supporting the day‑to‑day execution of the firm’s closed‑loop feedback process. This role is responsible for coordinating client feedback responses and serving as a primary point of connection between clients and internal subject matter experts (SMEs). The Senior Consultant, Client Feedback focuses on operational consistency, responsiveness, and follow‑through, ensuring feedback is acknowledged, routed, and tracked in a timely and professional manner. Working closely with program leadership, the role supports escalation management, adheres to established governance, and contributes to a positive, client‑centric experience through disciplined execution.

Responsibilities

• Manage and triage incoming client feedback, ensuring timely acknowledgment, accurate routing, and closed‑loop communication.
• Serve as a quality control checkpoint for consistent, professional client communications.
• Monitor timelines and service level expectations, flagging risks or delays and escalating issues as appropriate.
• Partner with feedback SMEs to support delivery of responses by tracking progress, sending reminders, and reinforcing expectations.
• Identify stale or aging feedback items and proactively re‑engage stakeholders to move items forward.
• Participate in working sessions or support touchpoints with SMEs to address complex or sensitive feedback, escalating as needed.
• Maintain assigned SME coverage areas by supporting topic alignment and onboarding activities.
• Contribute to feedback reporting and governance activities by identifying issues, suggesting improvements, and following established workflows.
• Demonstrate and reinforce client‑centric and hospitality‑minded behaviors through daily actions and interactions.

What are we looking for?

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

Requirements

• 3-5 years’ experience in client experience, feedback management, operations, or service quality roles.
• 1+ years’ experience in the wealth management industry.
• Bachelor’s degree in communications, business administration, social sciences or related field, or equivalent years’ work experience.

Core Competencies

• Ownership & Reliability: Demonstrates strong accountability and follow‑through, taking ownership of work and outcomes while maintaining accuracy, honoring commitments, and upholding quality and integrity.
• Client Focus & Execution: Delivers consistent, high‑quality results by understanding and anticipating internal and external client needs, ensuring timely, accurate outcomes with strong attention to detail.
• Collaboration & Stakeholder Coordination: Works effectively across cross‑functional teams, building positive relationships and coordinating efforts across multiple stakeholders to achieve shared goals.
• Communication Excellence: Communicates clearly and professionally in both written and verbal formats, adapting tone, clarity, and level of detail to suit the audience and context.
• Prioritization & Operational Discipline: Successfully manages multiple priorities in a fast‑paced environment, meeting deadlines and SLAs while demonstrating sound judgment, proactive problem‑solving, and appropriate escalation of issues.

Preferences

• Experience with feedback systems, CRM tools, case management platforms, or operational workflows is a plus.
• Experience with Medallia.
• Exposure to Tableau.

Pay Range

$75,396.00 - $125,660.00

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off
• and more.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: 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 million Americans. The firm provides a wide range 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 the LPL team and help us make a difference by turning life’s aspirations into financial realities.

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 [phone].

EOE.

Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long‑term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility