Sr. Program Support Coordinator

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

As a Service Program Support Coordinator, your primary responsibilities will be organizing and coordinating project activities, maintaining project schedules, communicating with stakeholders, and ensuring project documentation is up-to-date.  Within the Premium Support model, you will work closely with Service Management and Field Management business partners to ensure clients receive a world-class client experience. 

This will involve working with the leadership team in developing, implementing, and monitoring client onboarding strategies, managing client content, and monitoring client satisfaction levels. Additionally, you will be responsible for maintaining client databases and collaborating with the Service Management teams to implement process improvements. 

Responsibilities:

• Support Vice President in administering, coordinating, planning and creating department projects, project status reports and ongoing reporting deliverables for LPL’s Supported Models: Strategic Wealth, Independent Advisor Network (IAN) and Linsco and L&S.
• Maintain accurate project documentation, including meeting minutes, project reports, and deliverables.
• Organize and lead project meetings, ensuring agendas are clear and action items are assigned.
• Facilitation, creation and maintenance of department collateral.
• Assume ownership of tasks and see them through to a timely resolution.
• Assist LPL’s Supported Models, Client Experience Managers (CEMs) in monitoring and maintaining client databases.
• Organizing department events, including submitting and creating necessary documents.

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, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 2+ years of experience in project coordination with the ability to prioritize tasks and meet deadlines.
• 1+ years of experience in developing process and continuous improvement strategies.

Core Competencies:

• Excellent communication skills: Excellent written and verbal communication to effectively interact with diverse stakeholders.
• Excellent Organizational and Administrative skills: Ability to manage multiple tasks and prioritize effectively.
• Excellent Attention to detail: Ensure accuracy in project documentation and reporting.
• Strong analytical and conceptual thinking skills: Ability to examine complex information and identify patterns to solve problems creatively.
• Strong Problem-solving skills: Identify and address project challenges proactively.
• Technical proficiency: proficient in Microsoft Office Suite and SmartSheet.

Preferences:

• Bachelor’s degree
• CAPM, CSPO, PMC, PLC, CPM, CSM, ETC. are a plus
• Finance industry experience, with a focus on customer-facing roles and organizations

 

Pay Range:

$63,900-$106,500/year

 

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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment so