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Bookkeeping Manager

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Job ID R-024273 Date posted 09/16/2022 Primary Location SC-Fort Mill Other Locations CA-Remote , NC-Remote , SC-Remote ,CA-San Diego

Are you detail oriented, curious, and self-motivated?
Do you want to be part of a fast growing team?
Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview
LPL Financial is seeking a strong applicant to join the Bookkeeping Solutions team. As a manager within Bookkeeping Solutions, you will play a key role in development and management of a staff of bookkeeping professionals, and work closely with financial advisors by handling their internal accounting needs including bookkeeping and month-end close procedures. Bookkeeping Solutions is a new offering at LPL. This is an opportunity for someone to help build the team and shape how we deliver a great solution for advisors.


  • Lead a team of bookkeeping associates to provide monthly financial close and reporting to our Financial Advisors

  • Manage month-end close process for multiple outsourced financial advisors

  • Develop and maintain strong business relationships with individual clients

  • Review and analyze financial statements to ensure accuracy and completeness

  • Overseeing and developing staff to ensure an accountable and productive team that drives customer value and overall company success

  • Provide coaching, technical training, and feedback in order to develop LBS team members

  • Implement process, technology and best practices to increase overall team efficiency

  • Please note: Additional responsibilities or duties may be assigned to you as needed or determined. 

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.


  • Bachelor’s degree in Accounting or Finance

  • A strong understanding/experience with QuickBooks Online along with a strong command of all its functions

  • A strong understanding of all aspects of financial statements and general ledger accounting

  • Strong understanding of basic bookkeeping principles and month end close procedures

  • Time-management skills and solution oriented


  • Strong problem solving and critical thinking skills

  • Excellent written and oral communication skills

CFO Solutions is a part of the LPL Services Group (LSG), a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in lives of advisors, institutional partners, and investors.


Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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 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 (800) 877-7210.

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We take social responsibility seriously.

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