Analyst, Advisory Operations/Billing
LPL Financial
Cash Management Operations Manager
LPL Financial
full-time
Posted on:
Location Type: Office
Location: Tempe • Arizona, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $66,788 - $111,313 per year
Job Level
Mid-LevelSenior
About the role
- Responsible for the understanding and oversite of the process, systems and associates for move money activities including but not limited to Wires, ACHs, Check Disbursements and Check Deposits
- Provide ongoing support, coaching, feedback and developmental opportunities to address team members needs in order to engage them and help them be more effective and successful
- Drive a performance management culture to ensure associates are able to meet organizational goals
- Deliver an exceptional advisor and client experience possible through operational and service excellence delivery
- Create and foster partnerships across the organization to support and meet shared objectives
Requirements
- 3+ years of experience in financial services industry
- prior supervisory experience required OR bachelor's degree in related field
- Experience with regulation and rules pertaining to Retirement account contributions and distributions
- SIE and Series 7 or Series 99 license or ability to acquire
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
WiresACHsCheck DisbursementsCheck Depositsperformance managementoperational excellenceservice excellence
Soft skills
coachingfeedbackdevelopmental opportunitiesengagementpartnerships
Certifications
SIESeries 7Series 99
