Senior Success Operations Analyst

🔥 2 hours ago

🌾 North Dakota, Oklahoma, +3 more states – Remote

🌾 North Dakota – Remote 🌪️ Oklahoma – Remote 🗿 South Dakota – Remote 🤠 Texas – Remote 🦬 Wyoming – Remote

💵 $72.1k - $120.2k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💸 Finance

💳 Fintech

Finance • Fintech

LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.

📋 Description

• Serve as a dedicated operational partner to Advisor Success Management, focused on removing complexity from Success Managers’ workloads • Take ownership of advanced operational issues, escalations, and exception management, allowing Success Managers to prioritize advisor growth and relationship management • Enable advisors by ensuring operational processes run smoothly, minimizing disruption and maximizing efficiency • Track and drive issues through resolution with clear, proactive communication • Act as a key connector between Advisor Success Management, LPL Service, and Operations • Coordinate and resolve complex service issues, escalations, and workflow challenges • Manage exceptions and accommodations with a focus on maintaining a high-quality advisor and client experience • Identify recurring operational friction points that impact advisors and Success Managers • Analyze data and trends to uncover opportunities for efficiency, scalability, and improved advisor experience • Provide actionable insights and recommendations to enhance workflows, reduce complexity, and support growth initiatives • Support the creation and refinement of training materials, job aids, and operational documentation • Reinforce consistent workflows and best practices across teams • Deliver data-driven insights to support decision-making within Advisor Success Management

🎯 Requirements

• Active Series 7 and Series 66 licenses, or ability to obtain within a defined timeframe • 3+ years of financial services experience, including exposure to both W2 and 1099 advisor models • 3+ years of experience in service, operations, or branch administration • Strong problem-solving skills with ability to navigate complex operational issues • Analytical mindset with the ability to interpret data and identify trends • Clear, professional communicator who collaborates effectively across teams • Highly organized with strong time-management skills • Adaptable and comfortable in evolving, fast-paced environments • Self-starter with a focus on quality, ownership, and continuous improvement

🏖️ Benefits

• 401K matching • health benefits • employee stock options • paid time off • volunteer time off • competitive total rewards package