Wealth Operations Leader: Client-Centric Growth

LPL Financial; Austin (TX); On-site; USD 72,203 - 120,407; 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 is seeking an Operations Manager to lead the Wealth Advisor Group's day-to-day operations, focusing on client-centric service and continuous process improvements.

You'll manage a team of operations specialists, provide coaching, and collaborate with Wealth AG leaders to hit departmental goals while ensuring compliance and accuracy. This role requires a Bachelor's degree, 2+ years in coaching or managing teams, Series 7, and experience with CRM tools like Salesforce.

Qualifications

• Bachelor’s degree or equivalent work experience in a related discipline.
• 2+ years of experience with coaching, management, or leading a team.
• Series 7.

Responsibilities

• Provide strategic leadership while staying tactically close to the day-to-day operations.
• Consistently train, develop, and mentor a team of operations specialists through coaching, rewards & recognition, and by providing developmental opportunities.
• Partner with the Wealth AG leadership team to achieve departmental goals and initiatives.
• Identify operational deficiencies and address by implementing a new effective process to increase efficiency and accuracy.
• Create, update and implement operational training and guides.
• Regularly exercise excellent business judgment while following compliance process and procedures.
• Conduct weekly team meetings to provide updates and provide the team a forum to address questions and/or concerns.

Skills

Coaching

Leadership

Communication

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Smartsheet

Job description

LPL Financial is seeking an Operations Manager to lead the Wealth Advisor Group's day-to-day operations, focusing on client-centric service and continuous process improvements.

You'll manage a team of operations specialists, provide coaching, and collaborate with Wealth AG leaders to hit departmental goals while ensuring compliance and accuracy. This role requires a Bachelor's degree, 2+ years in coaching or managing teams, Series 7, and experience with CRM tools like Salesforce.