Team Operations Leader

2 weeks ago


Fort Mill, South Carolina, United States LPL Financial Full time

Are you a strategic thinker with a passion for enhancing operational efficiency? If you possess the ability to inspire a team and are dedicated to delivering exceptional client service, this position may be the perfect fit for you.

About LPL Financial:

LPL Financial (Nasdaq: LPLA) is a prominent player in the financial services industry, dedicated to empowering financial advisors and their clients. Our mission is to ensure that advisors have the autonomy to choose the best business model and resources to serve their clients effectively.

Position Overview:

The Team Operations Leader will oversee the daily functions of the Investor Focused Solutions (IFS) team. The ideal candidate will exhibit a strong client-first mentality and a commitment to refining operational processes to support corporate advisors and their clients. In this capacity, you will guide and nurture a team of operations specialists while addressing complex challenges that may arise.

Key Responsibilities:

  • Provide visionary leadership while maintaining a hands-on approach to daily operations.
  • Continuously train, develop, and mentor a team of operations specialists through effective coaching and recognition.
  • Collaborate with the IFS leadership team to meet departmental objectives and initiatives.
  • Identify and rectify operational inefficiencies by implementing effective processes to enhance productivity and accuracy.
  • Create, update, and execute operational training materials and guides.
  • Exercise sound business judgment while adhering to compliance protocols.
  • Conduct regular team meetings to share updates and facilitate open communication.

What We Seek:

We are looking for collaborative individuals who can deliver a premier client experience. Ideal candidates thrive in dynamic environments, are focused on client satisfaction, and foster teamwork while promoting creativity and ongoing improvement.

Qualifications:

  • Bachelor's degree or equivalent experience in a relevant field.
  • Minimum of 2 years of experience in coaching, management, or team leadership.
  • Strong advocacy for operational excellence and efficiency improvements.
  • Exceptional attention to detail.
  • Excellent verbal and written communication skills.
  • FINRA licenses: Series 7 required.

Preferred Qualifications:

  • Familiarity with CRM tools such as Salesforce.
  • Experience with Smartsheet is advantageous.
  • Flexibility to accommodate varying schedules as needed.

Why Choose LPL?

At LPL, we believe in the necessity of objective financial guidance for everyone. As the leading independent broker-dealer in the nation, we offer a comprehensive platform of proprietary technology, brokerage, and investment advisory services. We foster a work environment that nurtures creativity and growth, supported by a responsive leadership team. Here, you can build a career with limitless potential.

We are united in our mission: to support our advisors so they can best serve their clients. Our size allows for meaningful impact, and we are committed to workplace equality, embracing diverse perspectives and backgrounds. We also prioritize community engagement, encouraging our employees to contribute positively.

Join us at LPL Financial and be part of a team that makes a difference


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