Sr Service Delivery Consultant

Sr. Service Delivery Consultant

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. Discover what's possible with LPL Financial.

Job Overview

The Sr. Service Delivery Consultant (SDC) will be responsible for and instrumental in developing a relationship with assigned offices in order to address challenges proactively and drive efficiencies on all their operational office level functions vs. account level functions. The SDC will serve as an advocate for the office and work with internal LPL business partners to improve the ease of conducting business. As improved efficiencies are discovered, the SDC will proactively consult with assigned offices on strategies to achieve operational efficiencies and improve client satisfaction. The SDC will also work closely with the Service360 Manager / AVP, Relationship Manager, and various departments throughout LPL.

Responsibilities

• Proactively consult on Service and Operational issues experienced by assigned offices.
• Analyze and identify operational trends (NIGO's, technology adoption, etc.) within the assigned office and resolve issues.
• Serve as an advocate for assigned offices and navigate offices through the intricate details of LPL policies / procedures.
• Conduct weekly calls with offices to address advisor concerns before items become issues / escalations and educate offices on upcoming firm initiatives.
• Develop and deliver customized reporting to help determine where efficiencies can be gained or future issues can be eliminated.
• Proactively communicate sensitive information such as FINRA rulings, policy changes, or fee adjustments.
• Conduct annual onsite visits to improve the relationship and deliver customized training based on office need.
• Designated point of contact for complex escalations or sensitive / unique events.
• Demonstrate flexibility and adaptability when supporting multiple workflows and manual processes including BAU standard operating procedures.

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

Core Competencies

Pay Range : $66,525-$110,875 / 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!

LPL Financial Holdings Inc. (Nasdaq : LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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.