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LPL Financial
- Charlotte, NC / Fort Mill, SC
Support first call resolution efforts by taking client calls as needed Process Subscription requests and client requests Maintain Changes, Cancellations and Terminations of customer access to LPL software Process Special Subscription Offers Work with multiple teams including but not limited to Registration and Tech Support Assist in various initiatives which may involve reporting, system enhanceme
Posted Today
LPL Financial
- Charlotte, NC / Fort Mill, SC
Our Business Analyst will be responsible for performing various analyses and evaluations on a variety of topics related to call center and operational performance. The Business Analyst will leverage Speech Analytics and operational data identify opportunities to improve the advisor experience. The Business Analyst will interface with multiple teams to assist in the implementation of positive chang
Posted 3 days ago
LPL Financial
- San Diego, CA / Charlotte, NC / Fort Mill, SC
As Product Manager in Investor and Investment Solutions, you bridge the gap between the product/platform team vision for the investment product/platform and the technology/solution delivery teams in the technology organization. You will guide a team that is charged with product leadership and delivery of solutions, on time and budget for your assigned category. You will build products from existin
Posted 3 days ago
LPL Financial
- San Diego, CA / Charlotte, NC / Fort Mill, SC
We are currently looking to hire a Sr. Analyst on the Investor and Investment Solutions team Office. As a Sr. Analyst you bridge the gap between the product/platform team vision for the investment product and the technology/solution delivery teams in Technology. You will work on a team that is charged with technology product leadership and delivery of solutions, on time and budget. Working closely
Posted 3 days ago
LPL Financial
- San Diego, CA / Charlotte, NC / Fort Mill, SC
As Product Manager in Investor and Investment Solutions, you bridge the gap between the product/platform team vision for the investment product/platform and the technology/solution delivery teams in the technology organization. You will guide a team that is charged with product leadership and delivery of solutions, on time and budget for your assigned category. You will build products from existin
Posted 3 days ago
LPL Financial
- San Diego, CA / Charlotte, NC / Fort Mill, SC
The Investor and Investment Solutions (IIS) organization is expanding its project management team focused on the execution of LPL's advisor and internal facing investment products, platforms as well as technology tools and capabilities. The Vice President, Program Management role will be a member of the IIS business unit . The role will be responsible for leading complex programs within IIS and sh
Posted 3 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
The Investor and Investment Solutions (IIS) organization is expanding its project management team focused on the execution of LPL's advisor and internal facing investment products, platforms as well as technology tools and capabilities. The Assistant Vice President, Project Management role will be a member of the IIS business unit . The role will be responsible for supporting and leading projects
Posted 3 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
Design and lead the implementation of process automation solutions to improve the software delivery process. Provide technical leadership to teammates through technical design of CI/CD processes and process orchestration, adhering to industry standard best practices. Be a major contributor to elevate the level of DevOps maturity at LPL. Qualifications 5+ years of experience as a software developer
Posted 3 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
The primary purpose of the Internal Advisory Consultant (IAC) is to support activities that drive success for LPL Financial advisors within the assigned territory. This is achieved by displaying a full understanding of unique client needs and an entrepreneurial spirit by providing support of the various investment platforms and their benefits such as pricing, competitive comparisons, and associate
Posted 5 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
The primary purpose of the Internal Advisory Consultant (IAC) is to support activities that drive success for LPL Financial advisors within the assigned territory. This is achieved by displaying a full understanding of unique client needs and an entrepreneurial spirit by providing support of the various investment platforms and their benefits such as pricing, competitive comparisons, and associate
Posted 5 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
The Assistant Vice President, Project Management role will report to the Vice President of Business Consulting and be a member of Institution Services Business Consulting group within the National Sales and Consulting (NSC) business unit. The role will support the Institution Services Business Consulting organization by providing measured, thoughtful and structured approach to projects ranging in
Posted 5 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC / Jacksonville, FL
Role Maintain and administer Avaya and Cisco telephony switching equipment. Design/deploy/maintain Cisco voice & video products. Configure and troubleshoot VoIP traffic across Cisco switches and routers. Responsible for DNIS routing and 800 # conditioning. Perform system integrity and connectivity tests to ensure system availability. Troubleshoot voice communications problems of varying complexity
Posted 8 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
The ideal candidate will manage 12 15 staff in LPL Financial Client Support group. Client Support is the first point of contact for LPL Financial Advisors who have inquiries related to..... The Manager position will oversee staff on the Client Support team. The ideal candidate would have experience managing a Client Support call center team. Essential Functions Handle Financial Advisor immediate e
Posted 8 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
Manager, Service Center The ideal candidate will manage 12 15 staff in LPL Financial Client Support group. Client Support is the first point of contact for LPL Financial Advisors who have inquiries related to..... The Manager position will oversee staff on the Client Support team. The ideal candidate would have experience managing a Client Support call center team. Essential Functions Handle Finan
Posted 8 days ago
LPL Financial
- San Diego, CA / Charlotte, NC / Fort Mill, SC
The Investor and Investment Solutions (IIS) organization is expanding its product management team and currently hiring a product leader to drive the management and execution of all advisor facing reporting tools and capabilities, including performance reporting, practice management reporting and integrated dashboards across LPL's diverse advisor base. This role must exude a passion for product man
Posted 10 days ago
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