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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at
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Operations Manager

Job ID: R-014646 Date posted: 04/28/2021 Primary Location SC-Fort Mill

The IFS Operations Manager is responsible for leading and developing a team of Operations Specialist for the Investor Focused Solutions Team. The IFS Operations team supports internal LPL Advisors and their clients with items such as opening new accounts, servicing existing clients, preparing forms for signature, and processing LPL documents to help our advisor team drive business.

Essential Functions:

  • Solidify yourself as the escalation point for Operational issues

  • Delivering excellent service to advisors and their clients

  • Train staff on how to recognize the opportunity to refer clients to our team of Financial Advisors

  • Drive results through performance management and engaging staff

  • Act as a resource for your team, providing support with daily activities

  • Develop staff by continuously assessing progress, identifying training opportunities and rewarding milestones

  • Administrative management duties: Leverage available technology for tracking, timecard approvals, time off requests, attendance, team budget etc.

  • Proactively handoff clients who seek financial advice and guidance to desk advisors inbound/outbound calls

  • Player/Coach mentality

Other Job Duties:

  • BE BALANCED- Juggle multiple tasks, while maintaining focus

  • BE PROACTIVE- Take a solution oriented approach to escalated items

  • BE CURIOUS- identify and take action on process improvements

  • BE COURAGEOUS- identify potential areas of opportunity for staff and provide ongoing coaching,

  • BE ENTREPRENEURIAL- understand your role as a business owner and strive to elevate the status quo

  • BE A MOTIVATOR- Conduct daily Huddle meetings to recognize and share new information with your staff

Minimum Requirements:

  • Bachelor’s degree or equivalent work experience in a related discipline required

  • 2 - 3 years of call center experience working in a customer contact center environment

  • 2+ years of experience managing staff

Other Requirements:

  • Must be flexible to work varying schedules and hours as needed

  • Strong oral and written communication skills and the ability to work independently

Licenses/Certifications Required: 

  • FINRA licenses 7/66 required

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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