Job Overview:The Client Readiness Operations team supports the processes, tools, resources, and operational infrastructure that enable a consistent and scalable advisor onboarding and consulting experience. The team partners across consulting, sales, and operational teams to coordinate advisor readiness activities, standardize processes, manage operational workflows, maintain knowledge resources, and connect advisors and internal partners with the right support throughout the advisor journey.
The Sr. Readiness Coordinator plays a critical role in the day-to-day execution of Client Readiness Operations. This role coordinates advisor and internal partner requests, supports Startup and other readiness processes, manages operational workflows, maintains accurate information in Salesforce and supporting systems, and helps ensure work moves efficiently across teams. The Sr. Readiness Coordinator also contributes to process improvement, knowledge management, general support, reporting, and automation initiatives that allow the organization to deliver a more consistent and scalable experience.
Roles & Responsibilities:- Supports advisor onboarding and readiness activities across multiple supported affiliation models.
- Serves as an operational partner to Client Readiness, Consulting, Sales, recruiters, and other cross-functional partners.
- Coordinates and executes standardized processes and workflows, including Startup Consulting and related readiness activities.
- Provides general support by researching, resolving, or appropriately routing questions and requests, including complex or time-sensitive issues.
- Maintains accurate advisor, engagement, activity, and workflow information within Salesforce and other operational systems.
- Identifies process gaps, recurring questions, and opportunities to improve efficiency, consistency, scalability, and the advisor experience.
- Develops and maintains FAQs, SOPs, templates, job aids, and other reusable resources that support employee knowledge and consistent process execution.
- Supports reporting, automation, AI-assisted solutions, and other scalable support models that improve operational performance and advisor readiness.
Advisor Readiness & Operational Execution- Coordinate advisor onboarding, Startup Consulting, and other Client Readiness activities from intake through completion, ensuring required documentation, system updates, milestones, and follow-ups are completed accurately and timely.
- Manage workflows across affiliation models and advisor needs, proactively identifying outstanding actions, dependencies, risks, and appropriate escalation paths.
- Coordinate communications, handoffs, and execution across Client Readiness, Consulting, Sales, recruiters, and other partners to create a consistent advisor experience.
General Support & Knowledge Management- Monitor designated support channels and independently research and resolve general support questions using approved resources, escalating complex or specialized needs to the appropriate subject matter expert.
- Maintain and improve FAQs, SOPs, job aids, training materials, and other knowledge resources to provide accurate, accessible guidance for the team and internal partners.
- Identify recurring questions and knowledge gaps and translate subject matter expertise into repeatable resources and processes that increase self-service and reduce unnecessary escalations.
Process Standardization & Quality Control- Execute and maintain standardized workflows, SOPs, process maps, templates, and quality controls while ensuring required process steps and documentation are completed accurately.
- Identify process breakdowns, recurring issues, and opportunities to simplify, standardize, automate, or improve the advisor and internal partner experience.
- Support the testing, implementation, and adoption of new processes, tools, workflows, and automation as part of ongoing continuous improvement efforts.
Reporting & Operational Insights- Maintain accurate Salesforce and operational data, trackers, dashboards, and reporting to monitor workload, activities, milestones, service levels, advisor readiness, and process performance, while providing visibility into outstanding actions and operational trends.
- Monitor trends, exceptions, outstanding work, and operational risks and communicate actionable insights to leadership and appropriate partners.
- Use operational data to identify opportunities for process improvement, automation, Tier 1 resolution, self-service, and more scalable support models.
Cross Functional Partnership- Collaborate with Client Readiness, Consulting, Sales, recruiters, Operations, Finance, Technology, and other partners to coordinate activities, handoffs, and dependencies.
- Build effective relationships with subject matter experts and business partners while proactively communicating risks, gaps, decisions, and actions needed to move work forward.
- Support change management and drive team adoption of new processes, tools, operating models, automation, and technology-enabled solutions.
AI, Automation & Scalable Support- Identify repetitive or manual activities that may be candidates for process simplification, automation, self-service, or AI-assisted support.
- Support the development, testing, implementation, and adoption of AI-enabled and automated solutions, including maintaining the knowledge and content needed to support them.
- Leverage approved tools, including Microsoft Copilot where appropriate, to improve productivity, knowledge access, operational execution, and service delivery.
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 and continuous improvement, take ownership of their work, and contribute to a culture where we
win together and
create and share joy in our work.
Requirements:- 5+ years of experience in business operations, advisor/client support, consulting support, professional services, financial services, project coordination, or a related field.
- Demonstrated experience managing multiple workflows, requests, projects, or stakeholders simultaneously.
- Experience documenting and executing standardized processes and procedures
Core Competencies:- Strong organizational skills, attention to detail, and follow-through, with the ability to independently manage multiple priorities in a fast-paced environment.
- Strong analytical, problem-solving, and sound judgment skills, including the ability to navigate ambiguity, identify solutions, and determine when escalation is appropriate.
- Excellent written and verbal communication skills with a strong customer-service mindset and the ability to effectively support advisors and internal partners.
- Process-oriented and continuous improvement mindset with the ability to identify opportunities for greater consistency, efficiency, automation, and scalability.
- Strong collaborator who can build relationships across a complex, matrixed organization, influence without authority, and drive work forward across teams.
- Strong proficiency using business technology and workflow tools to organize, track, and report work.
Preferences:- Experience supporting advisor onboarding, transitions, readiness, consulting, or service-based operating models, preferably within financial services or an advisor-facing organization.
- 4+ years of experience with Salesforce, Smartsheet, Excel, or similar CRM, workflow, reporting, and data-management tools.
- Experience developing and maintaining SOPs, process documentation, FAQs, training materials, or other knowledge-management resources.
- Experience supporting centralized service models, including intake, resolution, routing, escalation, and continuous improvement.
- Experience leveraging automation, Microsoft Copilot, or other AI-enabled tools to improve workflows, productivity, knowledge access, or service delivery.
Pay Range: $76,838.00 - $128,132.00
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!
