Sr Service Delivery Consultant

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:

The Sr. Service Delivery Consultant (SDC) will be responsible for and instrumental in developing a relationship with assigned offices in order to address challenges proactively and drive efficiencies on all their operational office level functions vs. account level functions.  The SDC will serve as an advocate for the office and work with internal LPL business partners to improve the ease of conducting business.   As improved efficiencies are discovered, the SDC will proactively consult with assigned offices on strategies to achieve operational efficiencies and improve client satisfaction.  The SDC will also work closely with the Service360 Manager/AVP, Relationship Manager, and various departments throughout LPL. 

Responsibilities:

• Proactively consult on Service and Operational issues experienced by assigned offices.
• Analyze and identify operational trends (NIGO’s, technology adoption, etc.) within the assigned office and resolve issues.
• Serve as an advocate for assigned offices and navigate offices through the intricate details of LPL policies/procedures.
• Conduct weekly calls with offices to address advisor concerns before items become issues/escalations and educate offices on upcoming firm initiatives.
• Develop and deliver customized reporting to help determine where efficiencies can be gained or future issues can be eliminated.
• Proactively communicate sensitive information such as FINRA rulings, policy changes, or fee adjustments.
• Conduct annual onsite visits to improve the relationship and deliver customized training based on office need.
• Designated point of contact for complex escalations or sensitive/unique events. 
• Demonstrate flexibility and adaptability when supporting multiple workflows and manual processes including BAU standard operating procedures.

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:

• 3+ years of experience in financial services and/or client-facing role
• Bachelor's degree or relevant experience
• Experience with hosting webinars or presenting to large audiences
• Experience with MS Office suite, with a particular proficiency with Excel and PowerPoint.
• SIE and Series 7 required or must be obtained within 90 days of employment

Core Competencies:

• An entrepreneurial drive and a do-what-it-takes attitude, grounded in tangible results to improve the advisor experience.
• Self-starter with a demonstrated ability to multi-task and prioritize workload in a fast-paced, changing environment.
• Able to handle competing priorities in a fast-paced, high-profile, and rapidly evolving environment.
• Superior analytical skills with an ability to identify relevant data and ability to evaluate business opportunities within the context of a larger organization.
• Excellent organizational time management and organizational skills with keen attention to details.
• The ability to work in a cross-functional team and drive outcomes without having direct authority.
• Ability to translate high level business directives into operational procedures.
• Expert communication skills, both written and oral, with ability to present materials in advisor facing meetings and to the organization.

 

Pay Range:

$66,525-$110,875/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