What are the responsibilities and job description for the Sr Analyst, Business Mgmt position at LPL Financial Holdings, Inc.?

Are you solution-oriented and passionate about continuous improvement? Are you a leader who can motivate a team to provide an excellent client experience? Are you interested in being part of a team that is working to scale and grow? Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq : LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader

in the markets we serve, supporting more than 22,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview :

The Senior Analyst, Branch Operations role is part of LPL's Field Management team. Field Management provides end-to-end leadership support to advisors and staff through managing personnel, practices, and properties to drive outsized growth and satisfaction. As part of the Field Management team, you will have the opportunity to directly live out LPL's mission : We take care of our advisors, so they can take care of their clients.

As Senior Analyst, Branch Operations, you will have responsibility for ensuring that our advisors and staff have the work environments and resources they need to be successful. Your primary focus is to act as the Field Management liaison for all deliverables specific to our national branch office footprint, including new office set-ups, enhancements, moves, maintenance, vendor services, technology, equipment and supplies, etc.

Responsibilities :

Partner with corporate real estate, sales, and others to ensure a smooth site selection and office set-up process for new recruits; provide new recruits with all office-specific information and resources

Support end-to-end office set-up process for Regus (executive office space) branches (until fully transitioned to corporate real estate); manage branch set-up inventory (décor, signage, supplies)

Coordinate set-up of work-from-home offices (furniture stipend, signage, supplies, technology)

Communicate regular updates to branch and admin managers (and make available self-service reports) about sites in the corporate real estate pipeline (i.e., transaction management, project management)

Drive advisor and staff communication strategy for sites in the corporate real estate pipeline, engaging corporate real estate and the branch and admin managers, as appropriate

Partner with corporate real estate, branch managers and others to align on and execute on our real estate portfolio strategy as office leases come up for expiration and / or renewal

Oversee move management, onboarding, offboarding and leave-related activities; execute and ensure business partners execute on key deliverables (e.g., branch registration change, access security)

Communicate branch operations-related issues and escalations (e.g., network outages, damage within the office) to branch and admin managers, as appropriate

Collect and analyze feedback specific to work environments and resources; use insights to inform enhancements to the employee experience via occupancy guidelines, design and test fit standards, etc.

Create and evolve branch operations guidelines and procedure documents (e.g., seating assignment guidelines, office supply order forms); provide education to manages, advisors and staff

Field all branch operations inquiries, reaching out to the appropriate internal (corporate real estate, branch managers) and external partners (property managers) to resolve requests efficiently

Act as a technology liaison, supporting message of corporate technology upgrades, rollouts and issues

Maintain all branch operations vendor relationships, partnering with strategic sourcing and procurement on purchase orders, expense coding and more; manage short-term payment needs for ad hoc items

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements :

Passionate about delivering an exceptional client service experience, with an intrinsic ability to inspire and motivate others to do the same

Excellent communication skills, with the confidence and ability to interface with diverse groups of people and navigate challenging situations

Strong entrepreneurial spirit and commitment to achieving results; proven ability to effectively direct and influence through change while maintaining a strong focus on client satisfaction

Skilled at steering projects with multiple stakeholders; proven track record of optimizing your time and others' time

Meticulous attention to detail; strong ability to multi-task and prioritize workload with minimal supervision

Willingness to travel (estimated to be 15% or less)

Preferences :

Minimum of 3 years of experience in the financial services and / or wealth management industry

Minimum of 1 year of project management or property management experience

Bachelor's Degree in Finance, Business, or a related field

Proficiency with Microsoft Office Suite

Prior experience with SAP Ariba, Concur, or similar systems

Pay Range :

70,000.00 - $116,700.00

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. Your recruiter will be happy to discuss all that LPL has to offer!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews :

LPL will only communicate with a job applicant directly from an @lp lfinancial.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.

Salary : $70,000 - $116,700

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