Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
Excited to learn more? If so, then this could be the role for you!
Job Overview
Joining our team as a Managed Accounts Specialized (MAS) Team Manager will allow you to further support financial advisors by offering an extraordinary quality service experience with their Managed Accounts. Our MAS team’s main priority is to provide expertise and personal attention to support our advisors in navigating the complexity of the Managed Accounts platforms so they can focus on growing their practice. Being flexible and adaptable to competing priorities will be key success factors for this position.
What you will do
As a Manager of the MAS team, you will lead a team of 10-16 Service representatives that will support LPL Financial advisors via multiple communication structures such as phone, email and chat. The advisor inquiries will range from something as simple as process and system clarification to the complexity of helping resolve unique situations that may require exceptions or individual attention.
- Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them
- Foster a culture of engagement, diversity and inclusion
- A positive can-do attitude; willing to "get in the weeds" with employees
- Utilize the principles of continuous improvement and advisor feedback to streamline and enhance processes and procedures
- Resourceful in navigating across the organization to get work completed and issues resolved
- Constantly working on developing team members for succession planning.
- Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
- Lead from the front and embody the firm’s mission and values – and understand how to educate and reinforce
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:
- Minimum Series 99 required within 90 days
- 3+ years leading and developing others
Core Competencies:
- Ability to inspire, motivate, and challenge your team to tackle the opportunities for improvement
- Discover and craft a development plan filled with tasks and deliverables that are personalized to the employees growth strategy
Preferences:
- Bachelors preferred or equivalent work experience
Location: The role is based in the office locations mentioned in the job description. Initially, you can expect to spend your training time in the office five days per week to take full advantage of in-person learning and coaching. After training, the expectation is that you will be onsite at least three days per week. Your schedule will depend on the business needs and requirements of your assigned team.
#LI-PA
Pay Range:
$64,800-$108,000/year
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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