Sr. Program Support Coordinator

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. You will work closely with the VP of Premium Support Business Management and the Service Management teams to ensure clients receive a world-class onboarding 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. 

The ideal candidate for this position will possess an entrepreneurial spirit, strong leadership skills, strong analytical skills, excellent communication skills, and experience working in cross-functional matrices while leading the coordination of multiple projects.

Responsibilities:

• Support Vice President in administering, coordinating and planning department projects, project status reports and ongoing reporting deliverables
• 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
• Monitor and maintain client databases
• Organizing department events, including submitting and creating necessary documents
• Become accomplished in use of all relevant tools and resources

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. 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.

Requirements:

• Bachelor’s degree
• 2+ years of experience in project coordination with the ability to prioritize tasks and meet deadlines
• Ability to work independently and as part of a team
• Creative problem-solving, effective decision making, ability to multi-task, highly organized, good follow-up skills and detailed oriented
• Hands-on 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:

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

#LI-PA

Pay Range:

$63,900.00 - $106,500.00
 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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