Lead Ops Specialist

Job Overview:
The Lead Ops Specialist will be a member of the Cash Management, which is responsible for money movement/transactions of cash and/or assets. The Lead will help oversee various cash management tasks. The position will include, but is not limited to, the review and oversight of incoming and outgoing checks, wire, ACH, and journal activity. Additionally, this individual will be responsible for supporting various staff management functions between the Fort Mill, Tempe and San Diego locations.

What will you do?

• Responsible for coordinating and supervising department workflow and handling escalated issues for both retirement and Non-retirement accounts.
• Daily review of client accounts and external requests for high dollar wires, checks, journals, and ACH transactions. Identifying risk and assuring audit controls.
• Daily monitoring and training of offshore and onshore staff to assure adherence to procedures and SLA's.
• Working closely with all team members to ensure they are meeting designated goals
• Directly support management for the department and organizational level initiatives

What does your success look like in the first 90 days?
You should have a working understanding of what we do here at LPL Financial. You will be a lead and handle the escalated issues.

What are we looking for?
The ideal candidate will have strong attention to detail, excellent verbal and written skills, and be a team leader with a positive attitude. We want strong collaborators who can deliver a world-class client experience. We are looking for people who will thrive in a fast-paced environment, can problem-solve, articulate requirements, and escalate when necessary. You should have a strong desire to support team members & partners, and mentors. The candidate will also have the ability to learn multiple aspects of the Financial Services industry and understand how it all connects.

Required:

• 3+ years of Operations experience in the brokerage or financial services industry
• Knowledge of move money transactions

Core Compentencies:

• Ability to influence without authority, self-directed
• Adaptability to change with work processes and work in grey area
• Effective Oral/Written Communication, Adaptability, Initiative, Decision Making, Customer Service, Passion for Results, ability to operate with minimal to no supervision

Preferences:

• Lead/Management experience within the industry
• Familiarity with MS office products: outlook, teams, excel (macros experience), access, etc.
• Project management experience or ability to lead a project from beginning to end
• Agile, Lean methodology knowledge or experience

Pay Range:
$20.23-$33.71/hour

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

Company Overview:
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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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

Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here
• Impactful Work: Our size is just right for you to make a real impact. Learn more here
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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

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

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