Travel and Expense Manager

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

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

Lead with purpose at LPL Financial as Travel & Expense Manager, shaping the travel program's strategy, governance, and optimization. You will administer SAP Concur, enforce policy, manage vendors, and drive cost savings while delivering an exceptional employee experience.

You will mentor the T&E team and partner with finance, compliance, HR, security, and IT to uphold controls and data integrity. The role emphasizes leadership, international expansion, and data-driven decision making in a

Qualifications

• 5+ years of corporate travel and expense management, preferably in financial services.
• Hands-on experience with SAP Concur Travel and Expense.
• Understanding of travel policy compliance and audit readiness.
• Strong vendor management and contract negotiation experience.
• Prior people management is preferred or readiness to lead.

Responsibilities

• Oversee travel program governance, SAP Concur admin, and policy configuration.
• Develop and enforce travel policies, controls, and audit readiness.
• Lead Concur expansion to international operations and cost optimization.
• Manage vendor relationships and cross-functional collaboration with Procurement, Finance, Compliance, IT, and Accounting.
• Provide leadership to the Travel & Expense Analyst and ensure policy adherence and data integrity.

Skills

SAP Concur

Vendor management

Policy governance

Leadership

Data analytics

Tools

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

EAC 5.19.26 LPL Financial is the nation's largest independent broker-dealer.* 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.

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.

Principals only.