Head of Operations & Business Management

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 Operations Manager is responsible for managing the day-to-day operations of the Wealth Advisor Group (Wealth AG) team. The ideal candidate will have a strong client-centric mindset with the commitment to continually improve business operations to support the LPL Financial corporate based advisors and their end-clients. In this role, you will lead and develop a team of operations specialists and serve as an escalation point for complex issues that arise.

Provide strategic leadership while staying tactically close to the day-to-day operations

Consistently train, develop, and mentor a team of operations specialists through coaching, rewards & recognition, and by providing developmental opportunities

Create, update and implement operational training and guides

Regularly exercise excellent business judgment while following compliance process and procedures

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 .

Bachelor's degree or equivalent work experience in a related discipline

2+ years of experience with coaching, management, or leading a team

Experience with CRM tools such as Salesforce is a plus

Experience using Smartsheet preferred

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.

Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.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 solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Join the LPL team and help us make a difference by turning life's aspirations into financial realities.

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