What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

WHAT ARE WE LOOKING FOR?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

REQUIREMENTS:

• Series 7 and 65 (or 66) licenses
• 3+ years of experience working in the financial industry and/or processing in a high volume and deadline-driven environment
• 1+ years of Service-oriented experience working with various groups such as clients, other firms, service team, offshore partners, and various business units within a company

• Participates in the management and execution of the OPMG processes as they relate to trading and day to day maintenance of the centrally managed platforms.
• Ability to meet strict deadlines with minimal supervision in a fast-paced environment.
• Reviews, approves, and uploads model security portfolios submitted by investment managers and strategists.
• Reviews and approves large trades.
• Research complex situations and define the actions necessary to resolve the situation
• Ability to take on new challenges. Subject Matter Expert on Operational Policies and procedures with a primary focus on one of the centrally managed platforms.
• Focuses on increasing efficiencies and reducing risk by improving current processes.
• Supports leadership on multiple and possibly overlapping projects.
• Project Testing and Implementation.
• Mine and analyze internal data sets and build reports to help stakeholders develop action plans and / or draw conclusions.
• Provides exemplary customer service by acting as a primary contact between OPMG and external/internal business partners.