Wealth Ops Leader: Client Experience & Growth

LPL Financial; Charlotte (NC); On-site; USD 69,000 - 115,000; 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 is seeking an Operations Manager to lead the Wealth Advisors Group (WealthAG) operations, guiding a team of operations specialists and serving as the escalation point for complex issues. You will drive client-centric process improvements, training, and performance against departmental goals.

The role demands collaboration with leadership, a focus on efficiency, and strong coaching skills to develop staff and enhance the client experience within a fast-paced financial services

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 (or ability to obtain within 180 days).

Responsibilities

• Provide strategic leadership while staying tactically close to day-to-day operations.
• Mentor and develop a team of operations specialists through coaching and recognition.
• Partner with Wealth Advisors Group leadership to achieve departmental goals.
• Identify operational deficiencies and implement new processes to increase efficiency and accuracy.
• Create, update and implement operational training and guides.
• Exercise strong business judgment while following compliance processes.

Skills

Team leadership

Coaching

Client focus

Communication skills

Education

Bachelor's degree or equivalent

Tools

Salesforce

Smartsheet

Job description

LPL Financial is seeking an Operations Manager to lead the Wealth Advisors Group (WealthAG) operations, guiding a team of operations specialists and serving as the escalation point for complex issues. You will drive client-centric process improvements, training, and performance against departmental goals.

The role demands collaboration with leadership, a focus on efficiency, and strong coaching skills to develop staff and enhance the client experience within a fast-paced financial services