Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

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 managers, 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’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:

• 2+ years of client-facing/relationship management experience
• Bachelor’s degree in finance, business, or a related field
• 1+ year experience utilizing Microsoft Office Suite, SAP Ariba, Concur, or similar systems
• Willingness to travel (estimated to be 15% or less)

Core Competencies

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

Preferences:

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

Pay Range:

$72,100.00 - $120,201.00

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!

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. 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 @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