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LPL Financial
- Charlotte, NC / Fort Mill, SC
The primary role of the LPL Virtual Administrator Services (VAS) associate will be to provide middle office services to advisors including any and all daily tasks provided by the advisor. This would include, resolving notifications, opening accounts, moving money, transferring accounts, and working directly with clients to complete any of these tasks. The admin would be expected to form a working
Posted Today
LPL Financial
- San Diego, CA / Charlotte, NC / Fort Mill, SC
AVP, Growth Consultant We are currently looking to hire an Assistant Vice President, Growth Consultant within our Institution Services (IS) Business Consulting Department. The IS Business Consulting team is responsible for Financial Institution satisfaction, growth and retention. This role will be responsible for managing a territory of LPL Financial Institutions comprised of both bank and credit
Posted 3 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
QA Automation Senior Engineer Job Overview Reporting to the AVP of Automation Quality Assurance, the Senior QA Automation Engineer performs software quality and test processes within the context of a project or release. With assistance from more senior members of the team, the Sr. QA Automation Engineer builds and maintains Automation Scripts to support LPL systems and applications and uses this k
Posted 5 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
The Senior Sales Support Specialist will provide administrative support to a team of internal and external recruiters within LPL's Business Development department. LPL's Business Development department is responsible for the recruitment of financial advisors and financial institutions to the firm. Essential Functions Submit production reports via Salesforce to the Advisor Capital team and provide
Posted 5 days ago
The Client and Government Reporting team comprises of cost basis and tax reporting functionalities. The tax reporting component ensures that all Internal Revenue Service (IRS) client tax reporting forms are issued and mailed in an accurate and timely manner. The cost basis component is responsible for the receipt, maintenance and delivery of tax lots used to calculate cost basis. Responsibilities
Posted 6 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
Candidate must have F5 Operations and Engineering experience with multiple F5 solutions in an enterprise environment. Must have experience in data networking, working with application development teams and communicating effectively with various departments and technical skill sets within an organization. A strong awareness of Security and data traffic flow control is required. Qualifications Ha
Posted 6 days ago
LPL Financial
- San Diego, CA / Charlotte, NC / Fort Mill, SC
Client Insights plays a strategic role at LPL as we seek to measure, understand, and drive improvements in all aspects of the client experience. The Senior Market Research Analyst will be part of an entrepreneurial, high performing team that is building out LPL's client insights capabilities to empower client centric, data driven decision making at LPL. Specific responsibilities include Management
Posted 6 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
This position is part of the Account Transfers department in Service, Trading and Operations. This team is responsible for moving assets to LPL either systematically via Automated Customer Account Transfer (ACAT) system or manually as a non ACAT. This team works closely with our Service Teams, Offshore business partners, different business units within Account Transfers and other financial institu
Posted 6 days ago
LPL Financial
- San Diego, CA / Charlotte, NC / Fort Mill, SC
LPL Financial, the nation's leading independent broker dealer, is seeking a candidate to lead our Community Relations team, and help us promote meaningful and positive change in communities across the nation. The Vice President, Community Relations manages significant investments, with the goal of helping families gain access to the knowledge, skills, and resources they need to achieve their life'
Posted 7 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
Analyst, Branch Examinations for Annual Questionnaire Team will primarily be responsible for reviewing incoming questionnaires that have flagged for further investigation, working with Advisors and Employees to resolve each issue and complete the questionnaire, preparing annual rollout schedules, meeting with the vendor weekly on technical issues and questionnaire assignments. Work with multiple d
Posted 7 days ago
The Senior Internal Recruiter within our Business Development organization is responsible for maximizing recruiting outcomes for LPL's affiliated recruiting partners, which includes independent offices, large enterprises, banks, and credit unions. The Senior Internal Recruiter will be part of the Business Development team and report to the VP of Partner Recruiting. The ultimate goal of the Partne
Posted 10 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
Essential Functions Handle Financial Advisor immediate escalations needing management contact and advanced support issues. Monitor, coach, set performance goals, and motivate staff. Help frontline agents with question from advisors and office staff. Assist in the training process of support staff. Track their training progress and decide when they have reached milestones to move them on the next l
Posted 10 days ago
The Senior Internal Recruiter within our Business Development organization is responsible for maximizing recruiting outcomes for LPL's affiliated recruiting partners, which includes independent offices, large enterprises, banks, and credit unions. The Senior Internal Recruiter will be part of the Business Development team and report to the VP of Partner Recruiting. The ultimate goal of the Partne
Posted 10 days ago
LPL Financial
- San Diego, CA / Charlotte, NC / Fort Mill, SC
The Sr. Analyst of Projects in Marketing Regulatory Review will be responsible for planning, coordinating, implementing and finalizing projects according to specifications and deadlines for the department. Essential Functions Managing projects independently Tracking and reporting on status of projects Maintaining communication with accountable parties Implementing changes that are beneficial to th
Posted 11 days ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
The Senior Network Engineer will be responsible for participating in the design, integration, operation and management of LPL Financial complex enterprise network which internetwork a variety of platforms, operating systems, network topologies and protocols. The Senior Network Engineer will also provide technical support by analyzing hardware and or software data, identifying the root cause of the
Posted 11 days ago
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