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The Analyst, Advisory Accounting leads optimization projects, performs transaction accounting and reconciliation, conducts User Acceptance Testing, and generates solutions to system issues to enhance team efficiency and client outcomes.
The Cash Management Operations Manager leads a team in overseeing cash management processes, ensuring quality and regulatory compliance. Responsibilities include coaching team members, driving performance, creating controls, and managing operational excellence while fostering a culture of continuous improvement and collaboration across departments.
The Sr. Operations Specialist in Tax and Cost Basis is responsible for reviewing tax lot data, performing quality control, resolving client issues, auditing cost basis functions, and communicating with advisors. This role involves maintaining accurate tax reporting and supporting regression testing for system changes.
The Lead Operations Specialist manages brokerage operations related to Mutual Fund Trade Corrections. Responsibilities include processing cash and securities transactions, reconciling accounts, and guiding junior team members. This role requires effective communication with clients and stakeholders to resolve discrepancies and ensure compliance with regulations.
The Analyst in Workforce Management at LPL Financial will implement and provide support for new software solutions, develop forecasting methodologies, manage scheduling software, produce reports on workforce metrics, and collaborate on strategic departmental projects, all aimed at improving operational efficiency and client service.
The Admin Solutions Manager will lead a team of Admin Solutions Consultants, ensuring daily operations, advisor satisfaction, and performance management. Responsibilities include program development, team coaching, relationship management, and adherence to operational procedures. The ideal candidate should possess strong leadership and communication skills, with experience in financial services and a focus on team collaboration.
The Leave & Accommodation Consultant provides administrative support for employee leaves of absence and accommodations. This role involves acting as a liaison with a third-party administrator, managing inquiries, updating information in the HRIS system, and ensuring compliance with leave policies. The Consultant will also streamline processes and collaborate with HR partners to enhance the overall employee experience.
Lead integrated marketing and communication initiatives, collaborating across business lines and managing projects for effectiveness in the Marketing & Communications organization. Requires strategic planning, agile execution, and attention to detail to meet KPIs and optimize investments.
As a Technology Lead, you will coordinate M&A technology integrations, acting as the main point of contact for partner institutions. This role involves managing technology-related requirements, fostering partnerships, and ensuring effective delivery of capabilities. You'll also establish metrics to ensure transparency on execution and support cross-domain engagements.
The Associate Counsel will provide legal advice on agreements, laws, and regulations impacting investors' circumstances, specifically focusing on issues like death, divorce, and legal capacity. Responsibilities include responding to regulatory issues, counseling on investor protection laws, and navigating complex state and local legal requirements affecting senior and vulnerable investors.
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