Senior Transitions Lead Advisor Onboarding
$99.09k - $165.11kLPL Financial
LPL Financial LLC is seeking a Transition Manager to lead the administrative transition experience for financial advisors. This role is essential in ensuring a well-orchestrated and seamless transition process that involves collaboration with advisors, internal teams, and stakeholders. The ideal candidate has 3+ years in advisor onboarding, exceptional organizational abilities, and strong problem-solving skills. A competitive salary range of $99,086.00 – $165,109.00, along with comprehensive benefits, is offered. #J-18808-Ljbffr LPL Financial
$109.28k - $182.1k
LPL Financial LLC is seeking an Assistant Vice President for Advisor AI Solutions in Fort Mill, SC. This role leads product management for advisor-facing AI experiences, ensuring measurable business impact while collaborating with Technology and Operations. The ideal candidate...Senior- LPL Financial LLC is seeking a Sr. Planner for Conference Experiences & Events in Charlotte, Texas. In this role, you will manage client-facing events while collaborating with internal and external partners. The ideal candidate will have a Bachelor's degree, experience ...SeniorWork at office
- ...Financial LLC is seeking a Vice President II for Product Management in Identity & Access Management (IAM) to drive product strategy and lead high-impact initiatives. This role requires expertise in product management, technology, and user experience to influence enterprise...Senior
- LPL Financial LLC in Charlotte, Texas, seeks a Vice President of Product Management to lead the strategy and development of an AI-driven advisor operating system. This role includes the complete product lifecycle—from concept through to pilot, rollout, and value realization...Suggested
$135.96k - $226.6k
Job Overview Vice President, Product Management for the Advisor AI Workspace leads the strategy, development, and enterprise adoption of LPL’s AI‑driven advisor operating system within the AI Business Solutions team. This role owns the full product lifecycle—from concept...Suggested$72.1k - $120.2k
Job Overview The Senior Analyst, Branch Operations role is part... ...to-end leadership support to advisors and staff through managing... ...space) branches until fully transitioned to corporate real estate. Manage... .... Oversee move management, onboarding, offboarding and leave‑...SeniorTemporary workWork at officeWork from homeHome office$128.75k - $214.65k
LPL Financial LLC is seeking a Vice President, People M&A Lead. This senior role involves owning the People M&A strategy and leading integration for acquisitions of all sizes. The ideal candidate has over 10 years of HR leadership experience and a proven track record in...Senior- Watershed Builders in Charlotte, NC is seeking a Site Superintendent to oversee residential remodeling projects from pre-construction to final completion. This role emphasizes leadership and communication skills, as you will coordinate field activities and manage trade ...
$150k - $180k
Thesalescollective is seeking a Sales Representative to educate employers about On-Site Rx's unique pharmacy model. This remote role offers a base salary between $150,000 and $180,000 annually, with potential on-target earnings exceeding $300,000. Candidates should have...Remote job- Providence Anesthesiology Associates-P in Charlotte, Texas, is seeking a Medical Accounts Receivable Team Lead to oversee daily AR operations. This role requires strong leadership and analytical skills to manage internal staff and third-party vendors, contributing to the...
- We are seeking a dedicated and experienced Medical Accounts Receivable Team Lead. The Team Lead plays a critical role in overseeing the daily operations of the AR department. This position requires a detail-oriented leader with strong analytical skills and the ability...
- Cenero in Charlotte, Texas is seeking a Project Engineer II to oversee AV projects from design to completion. You will generate engineering deliverables, manage multiple projects, and collaborate with various stakeholders. The ideal candidate should have 5+ years of experience...Senior
- A leading financial institution is seeking a Senior Credit Underwriter to perform risk assessments and manage underwriting for ultra-high-net-worth clients. The ideal candidate will have over 10 years of experience in credit analysis, strong skills in financial structuring...Senior
- LPL Financial LLC is seeking a Senior Analyst to support the Regulatory Trade Reporting team. This role involves preparing daily regulatory reports and collaborating with various teams to ensure compliance. The ideal candidate has over 5 years of Broker-Dealer Operational...Senior
$67.67k - $112.79k
...is seeking an Internal Advisory Consultant. The role involves driving adoption of LPL's fee-based platforms by engaging financial advisors and providing support. Ideal candidates will possess strong collaboration skills and thrive in a team-oriented environment. Requirements...$75k - $100k
Your role Are you an experienced Financial Advisor who is passionate about comprehensive financial planning and delivering high‑quality... ...situations using UBS’s digital tools and financial planning resources Lead financial planning conversations with professionalism,...Full time- LPL Financial LLC is seeking a Senior Analyst, Branch Operations, to provide leadership support through effective management of personnel, practices, and properties. Responsibilities include overseeing the office set-up process, managing inventory, and aligning with corporate...SeniorWork at office
- ...seeking a Field Application Engineer to drive growth for their product line through strategic customer engagement. This role focuses on leading technical sales campaigns, ensuring customer success, and mentoring other engineers. Qualified candidates will have a Bachelor’s...Senior
- LPL Financial LLC is seeking an AVP for the Research Experience team. This role leads the Ask LPL Research function and ensures high-quality advisor support through market insights and guidance. The ideal candidate will have 3-5+ years in financial services and excellent...
$25 - $50 per hour
...Role Overview TSA is accepting applications for Lead and Supervisory Transportation Security Officers at airports in Charlotte. These roles are ideal for individuals looking to step into leadership positions within airport security operations. TSA provides training...Shift workNight shiftWeekend work- UBS is seeking an experienced Financial Advisor to provide phone-based, comprehensive financial planning for Wealth Advice Center clients. The role emphasizes delivering high‑quality advice without cold calling, focusing on meaningful outcomes and long‑term client relationships...
- ...providing loan structure analysis and recommendations, and monitoring portfolio performance. The Senior Credit Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports...SeniorWork at officeShift workDay shift
- ...analyses, system throughput optimization, revenue cycle enhancements, and expense management. Shape organizational structures and lead strategic planning efforts to improve efficiency and long-term sustainability. Utilize advanced analytics and visualization tools to...SeniorWork at officeFlexible hours
$74.98k - $125.04k
Job Overview Senior Analyst plays a critical role in supporting the Regulatory Trade Reporting team’s ability to meet regulatory reporting... ...new Analysts and Sr. Analysts to improve processing acumen. Lead process improvements by standardizing workflows, developing templates...Senior- ...you are not currently located near Charlotte, you will be required to relocate. We offer comprehensive relocation assistance. As Senior Actuarial Analyst with 5+ SOA exams passed, you will automatically be enrolled in our Student Actuarial Rotation Program. The purpose...SeniorInterim roleWork at officeRelocationRelocation package
- LPL Financial LLC is seeking an AVP, Data Reporting Manager in Fort Mill, SC. This role leads the strategy, governance, and delivery of LPL’s Business Intelligence capabilities, mainly focusing on Tableau Cloud and AI-driven analytics. The ideal candidate should have over...
$119.07k - $198.38k
LPL Financial is seeking an AVP, Data Reporting Manager in Charlotte, Texas to lead the strategy for enterprise Business Intelligence capabilities. The ideal candidate will have 12+ years of experience in BI roles and strong technical leadership skills. You will oversee...- ...Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer. Seniority level Associate Employment type Full-time Job function Finance and Sales Industries Insurance #J-18808-Ljbffr...Full timeLocal area
$62.73k - $104.55k
...as a subject‑matter expert for LPL Financial Advisors nationwide. The role supervises the suitability... ...handling complex issues with aggressive deadlines. Lead investigations of questionable sales activity and work with a Senior Analyst or Manager on resolution. Stay current...Flexible hours$78.38k - $130.71k
...Senior Internal Auditor Job Description: We are currently looking to hire a Senior Internal Auditor within the Internal Audit department... ...audit work papers for associate and staff level auditors. Lead and execute all areas of audits including audit planning, audit...SeniorCurrently hiring
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