Operations Manager

LPL Financial Holdings, Inc. • $72K — $120K *
Austin, TX 78745In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent work experience in a related discipline
  • 2+ years of experience with coaching, management, or leading a team
  • Series 7 certification required

Responsibilities

  • Provide strategic leadership while managing day-to-day operations
  • Train, develop, and mentor operations specialists
  • Partner with leadership to achieve departmental goals
  • Identify operational deficiencies and implement effective processes
  • Create and update operational training materials
  • Exercise business judgment while ensuring compliance
  • Conduct weekly team meetings to address updates and concerns

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description
Job Overview:

The Operations Manager is responsible for managing the day-to-day operations of the Wealth Advisor Group (Wealth AG) team. The ideal candidate will have a strong client-centric mindset with the commitment to continually improve business operations to support the LPL Financial corporate based advisors and their end-clients. In this role, you will lead and develop a team of operations specialists and serve as an escalation point for complex issues that arise.

Responsibilities:
  • Provide strategic leadership while staying tactically close to the day-to-day operations
  • Consistently train, develop, and mentor a team of operations specialists through coaching, rewards & recognition, and by providing developmental opportunities
  • Partner with the Wealth AG leadership team to achieve departmental goals and initiatives
  • Identify operational deficiencies and address by implementing a new effective process to increase efficiency and accuracy
  • Create, update and implement operational training and guides
  • Regularly exercise excellent business judgment while following compliance process and procedures
  • Conduct weekly team meetings to provide updates and provide the team a forum to address questions and/or concerns


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:
  • Bachelor's degree or equivalent work experience in a related discipline
  • 2+ years of experience with coaching, management, or leading a team
  • Series 7


Preferences:
  • Experience with CRM tools such as Salesforce is a plus
  • Experience using Smartsheet preferred
  • Flexibility to work varying schedules and hours as needed
  • Willingness to advocate for operational excellence, best practices, improvements, and efficiency gains
  • Requires very strong attention to detail
  • Excellent verbal and written communication skills


Pay Range:
$72,203.00 - $120,407.00
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!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights through the LPL Financial Holdings, Inc. careers blog. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at LPL Financial Holdings, Inc.

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Embark on a career path that fosters growth, embraces diversity, and rewards innovation. LPL Financial Holdings, Inc. is not just a company—it's a place where you can make a difference.
Learn more about LPL Financial Holdings, Inc.
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Finance & Insurance
* Ladders Estimates

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