Are you passionate about serving clients, adding value, and improving processes/systems? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? 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!
Job Overview
Operations encompasses several fast-paced departments that process and execute client account transactions. From account transfers, to opening new accounts, to wire disbursements and beyond, Operations offers a multitude of opportunities for processing, onboarding, quality control, and providing exceptional client service. In the Workforce Management team, we focus on creating forecasts for capacity needs within all Operations teams and ensuring staffing and scheduling is aligned to those forecasts.
Responsibilities:
- Implement & provide admin support for a new Workforce Management software solution
- Develop a new forecasting methodology alongside our data & analytics team for both work volumes and capacity.
- Manage scheduling software, including training managers on how to use the system, maintaining system access controls, and working with the vendor to launch new features & functionalities.
- Develop & produce reporting around all Workforce metrics.
- Work with facilities team to ensure Operations space planning needs are met in all locations.
- Ad hoc responsibilities that arise which will transform the business
- Have the opportunity to collaborate with your peers, and support strategic departmental projects
Requirements
- 3-5 years experience in Workforce Management, Data & Analytics (particularly in forecasting), or a related function.
- Bachelor’s degree or equivalent experience.
- Offer is contingent upon successful background screening and agreement to be local to the Tempe, AZ office
Preferences
- Strong computer technical skills and proficient in Microsoft applications
- Effective communication, analytical, and problem-solving skills
- Passionate, driven, open to new opportunities, and positive attitude
- High level of motivation and initiative
- Ability to develop positive working relationships and works well in a team setting
Pay Range:
$23.89-$39.81/hour
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.
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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.
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs.
With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way.
Your greatness is our goal.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
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