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Manager of Managed Account Operations/OPMG

Job ID: R-000142 Date posted: 05/10/2017 Primary Location SC-Fort Mill

Job Requirements:

The Managed Account Operations (MAO) Manager, within the Overlay Portfolio Management Group (OPMG), is responsible for the management of the day-to-day operations of LPL Financial's Centrally Managed Account, LPL Private Client, and Institutional platforms, which includes Unified Managed Account (UMA), and Separately Managed Account (SMA) platforms and managing the employees within the MAO Team.

The individual will perform a range of responsibilities related to the ongoing management of our platforms, including:
  • monitoring accounts and implementing portfolio changes
  • improving, monitoring & implementing operational processes
  • acting as a liaison between OPMG, other LPL internal departments, custodians, and external vendors
  • defining technical requirements and managing user acceptance testing
  • analyzing, interpreting, and effectively communicating trends in platform activity and recommending and implementing improvements based on findings

Success in this role requires extraordinary attention to detail, exceptional analytical and communication skills, the ability to handle broadly scoped projects with short to medium term focus, capacity to handle complex problems independently, the ability to anticipate challenges, the application of knowledge to solve problems, the ability to work within a team environment, and be able to work in a fast-paced environment under rigorous time pressures. 

Job Requirements:
Education: Bachelor's Degree
Min. Experience Required: 5+ years of industry experience
Licenses/Certifications Req/Preferred: Series 7, 24, 63, 66, MBA/CFA preferred
Software/Systems Skills Req/Preferred: Office Suite

Our Company:

LPL Financial, the nation’s largest independent broker/dealer since 1996* and the fourth largest broker/dealer overall, serves as an enabling partner to more than 14,000 independent financial advisors and approximately 700 financial institutions. Since its formation decades ago, LPL has focused on one primary mission -- enabling independent financial advisors to bring objective and un-biased financial advice to millions of Americans. 

Headquartered in Boston, San Diego, and Charlotte, and powered by more than 3,300 client-centric employees, LPL is financially strong and growing.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

* As reported by Financial Planning magazine, June 1996-2016, based on total revenue.

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