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Onboarding Team Lead, Human Resources

Job ID: R-023011 Date posted: 05/13/2022 Primary Location SC-Fort Mill Other Locations CA-Remote , CA-San Diego

Are you a team player with a growth mindset? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? 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!

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:

The On-Boarding Team Lead will take at LPL will use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions or approaches to problems. This person will be organized, and capable of multi-tasking, as well as being a strong leader, a good communicator, and a problem solver


  • Lead a team of 5-8 Onboarding Specialist

  • Successfully onboard new hires including but not limited to VP+ and Employee Advisors

  • Monitor Onboarding team case volume and provide best practices as needed

  • Knowledge of Salesforce data to provide needed metrics regarding onboarding including time to close, communication, customer survey results and team capacity

  • Manage case load, prioritize and allocate cases within the team

  • Proactively coach, develop and manage the performance of the team

  • Highlight areas of improvement and suggest actions to maintain best practice

  • Suggest and implement process improvements that will contribute to more efficient working practices - be a Subject Matter Expert for all operational aspects HR onboarding process

  • Be a source of expert advice on Workday, case management, Salesforce case management system

  • Manage the transfer of transactional work from other HR functional areas

  • Provide reports on KPI's and SLA's as required

  • Recommend improvements to continuously improve the onboarding experience

  • Troubleshoot issues early to course-correct and set new hires and onboarding team up for long-term success

  • Serve as subject matter expert and first point of escalation/contact for any and all Onboarding related questions including but not limited to M&A activity and hiring events

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 Human Resources or equivalent

  • Proven experience leading a team of 5-8

  • Experience collaborating cross-departmentally to deliver comprehensive solutions

  • 3 plus years experience with Salesforce Lightning, Workday, Excel and PowerPoint

Core Competencies:

  • Communication - At ease speaking to large groups and preparing written communications to others to convey information effectively; outgoing and energetic personality

  • Attention to Detail - Thorough, organized, active and productive; able to manage multiple projects concurrently

  • Servant Leadership - actively looking for ways to better serve our new hires clients and Onboarding team

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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