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Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
Excited to learn more? If so, then this could be the role for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
Joining our team as a Managed Accounts Specialized (MAS) Team Manager will allow you to further support financial advisors by offering an extraordinary quality service experience with their Managed Accounts. Our MAS team’s main priority is to provide expertise and personal attention to support our advisors in navigating the complexity of the Managed Accounts platforms so they can focus on growing their practice. Being flexible and adaptable to competing priorities will be key success factors for this position.
What you will do
As a Manager of the MAS team, you will lead a team of 10-16 Service representatives that will support LPL Financial advisors via multiple communication structures such as phone, email and chat. The advisor inquiries will range from something as simple as process and system clarification to the complexity of helping resolve unique situations that may require exceptions or individual attention.
• Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them
• Foster a culture of engagement, diversity and inclusion
• A positive can-do attitude; willing to “get in the weeds” with employees
• Utilize the principles of continuous improvement and advisor feedback to streamline and enhance processes and procedures
• Resourceful in navigating across the organization to get work completed and issues resolved
• Constantly working on developing team members for succession planning.
• Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
• Lead from the front and embody the firm’s mission and values – and understand how to educate and reinforce
.
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:
• Minimum Series 99 required within 90 days
• 3+ years leading and developing others
Core Competencies:
• Ability to inspire, motivate, and challenge your team to tackle the opportunities for improvement
• Discover and craft a development plan filled with tasks and deliverables that are personalized to the employees growth strategy
Preferences:
• Bachelors preferred or equivalent work experience
Pay Range:
$64,800.00 – $108,000.00
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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it’s like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? 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 @lplfinancial.com 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 (855) 575-6947.
