Travel and Expense Manager

LPL Financial; Charlotte (NC); On-site; USD 80,000 - 133,000; Full time

Job summary

LPL Financial is seeking a Travel & Expense Manager to lead the strategy, governance, and operation of the company’s global travel and expense program in the United States. You will drive policy design, Concur administration, vendor negotiations, risk management, and data-driven improvements to optimize cost and the traveler experience.

Collaborating with Finance, Procurement, Compliance, HR, and IT, you will build governance, controls, and processes that support regulatory requirements, audit

Qualifications

• 5+ years of corporate travel and expense management experience.
• Hands-on experience with SAP Concur Travel and Expense.
• Knowledge of travel policy, internal controls, and audit readiness.
• Experience managing vendor relationships and contract negotiations.
• Prior people management experience preferred.
• Experience handling confidential traveler data and sensitive requirements.

Responsibilities

• Oversee and govern the corporate travel program ensuring compliance and audit readiness.
• Administer SAP Concur platform including policies, approvals, and data governance.
• Design and enforce travel and expense policies to optimize costs.
• Lead international Concur expansion and align with global policies.
• Manage travel vendors and negotiate favorable contracts.
• Develop trainings and communications to drive policy adherence and user adoption.
• Mentor and develop the travel team and scale operations as needed.

Skills

Stakeholder management

Analytics

Leadership

Communication

Tools

SAP Concur Travel & Expense

Job description

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

Job Overview:

The Travel & Expense Manager leads the strategy, governance, and overall administration of the company’s corporate travel and expense program. Responsible for ensuring compliance, operational excellence, cost optimization, and an exceptional employee experience, this role oversees travel and expense policies, SAP Concur administration, vendor management, risk mitigation, and program performance across the organization. Working closely with Finance, Procurement, Compliance, HR, Security, IT, and Accounting teams, the Travel & Expense Manager develops and maintains governance frameworks, internal controls, and processes that support regulatory requirements, audit readiness, and business objectives.

In addition to managing the day-to-day operation of the travel program, this role provides leadership and direction to the Travel & Expense Analyst and other program resources, ensuring effective program execution, policy adherence, data integrity, and continuous process improvement. The Travel & Expense Manager serves as the primary escalation point for complex travel and expense matters, manages key travel vendor relationships, drives strategic initiatives including SAP Concur optimization and global program expansion, and leverages data and analytics to improve compliance, reduce costs, and enhance the traveler experience. This position is a key leader in maintaining a compliant, efficient, and employee‑focused travel and expense program while supporting the organization’s broader financial, operational, and risk management objectives.

Responsibilities:

Travel Program Management & Governance

• Oversee the firm’s corporate travel program, ensuring alignment with financial services regulatory expectations, internal controls, and audit requirements.
• Administer, maintain, and continuously improve the SAP Concur Travel & Expense platform, including policy configuration and audit controls, approval workflows and system rules, user access, roles, and data governance, ongoing system optimization and issue resolution
• Own the design, implementation, and continuous improvement of T&E policies, procedures, and governance frameworks, with a focus on compliance, cost optimization, and audit readiness.
• Develop, maintain, and enforce travel policies that emphasize compliance, cost optimization, and duty of care.
• Lead the implementation and expansion of Concur for international operations, ensuring alignment with global policies, local regulatory requirements, and scalable operating models.
• Establish and maintain policy enforcement mechanisms, including pre-approval requirements, system-based audit rules, exception reporting, and defined escalation protocols.
• Monitor T&E spend, track KPIs, and remediate audit findings to drive cost optimization, policy compliance, and sustainable improvements aligned with risk frameworks.
• Ensure strong integration between travel, expense, and financial processes, including alignment with ERP and Accounts Payable systems for accurate financial reporting and timely reimbursements.

Risk Management & Duty of Care

• Partner with Security, Risk, and HR teams to ensure comprehensive traveler safety and duty of care protocols are established and maintained.
• Implement processes to monitor traveler location, respond to global events, and support crisis management as needed.
• Ensure travel practices adhere to internal risk frameworks and external regulatory expectations typical of financial institutions including international compliance considerations.

Vendor & Stakeholder Management

• Manage relationships with Travel Management Companies (TMCs), airlines, hotels, and ground transportation providers.
• Lead vendor negotiations to drive cost savings, service quality, and compliance adherence.
• Collaborate cross‑functionally with Procurement, Finance, Compliance, IT, and Accounting to align T&E strategy with broader organizational and transformation goals.

Customer Experience & Service Excellence

• Deliver a high‑touch, concierge‑level service experience for employees, including executives and client‑facing professionals.
• Act as the escalation point for complex or sensitive travel issues, ensuring timely and professional resolution.
• Develop and deliver training and communication programs to drive policy awareness, system adoption and compliance across domestic and international teams.

People Management & Leadership Development

• Lead, mentor, and develop a team of travel specialists or coordinators.
• Establish clear performance goals, provide ongoing coaching, and drive a culture of accountability, service excellence, and continuous improvement.
• Identify opportunities to scale the team and enhance processes as business needs evolve.

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:

• 5+ years of experience in corporate travel and expense management, preferably within financial services, banking, insurance, or a regulated environment.
• Hands‑on experience with SAP Concur Travel and Expense (required).
• Understanding of travel policy compliance, internal controls, and audit readiness.
• Demonstrated success managing vendor relationships and negotiating contracts.
• Prior people management experience preferred, or clear readiness to step into a leadership role.
• Experience working with confidential traveler data and sensitive business requirements.

Core Competencies:

• Customer service mindset with experience supporting high‑demand, executive‑level stakeholders.
• Understanding of risk management, compliance, and governance frameworks.
• Analytical mindset with the ability to interpret travel data, identify trends, and drive decisions.
• Excellent communication, stakeholder management, and influencing skills.
• Ability to operate in a fast‑paced, high‑accountability financial services environment.
• High level of discretion, professionalism, and attention to detail.

Preferences:

• Experience implementing or optimizing Concur within a financial institution.
• Familiarity with expense management integration and audit/reporting tools.
• Knowledge of duty of care platforms (e.g., International SOS, Riskline).
• Background in process improvement or transformation initiatives.

#LI-PA

Pay Range:

$79,928.00 - $133,282.00

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.

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.

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.

EAC 5.19.26