Senior Analyst, Branch Operations – Field Management
LPL Financial
full-time
Posted on:
Location Type: Remote
Location: Arizona • California • United States
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Salary
💰 $79,300 - $132,200 per year
Job Level
About the role
- Partner with corporate real estate, sales, and others to ensure a smooth site selection and office set-up process for new recruits; provide new recruits with all office-specific information and resources
- Support end-to-end office set-up process for Regus (executive office space) branches (until fully transitioned to corporate real estate); manage branch set-up inventory (décor, signage, supplies)
- Coordinate set-up of work-from-home offices (furniture stipend, signage, supplies, technology)
- Communicate regular updates to branch and admin managers (and make available self-service reports) about sites in the corporate real estate pipeline (i.e., transaction management, project management)
- Drive advisor and staff communication strategy for sites in the corporate real estate pipeline, engaging corporate real estate and the branch and admin managers, as appropriate
- Partner with corporate real estate, branch managers and others to align on and execute on our real estate portfolio strategy as office leases come up for expiration and/or renewal
- Oversee move management, onboarding, offboarding and leave-related activities; execute and ensure business partners execute on key deliverables (e.g., branch registration change, access security)
- Communicate branch operations-related issues and escalations (e.g., network outages, damage within the office) to branch and admin managers, as appropriate
- Collect and analyze feedback specific to work environments and resources; use insights to inform enhancements to the employee experience via occupancy guidelines, design and test fit standards, etc.
- Create and evolve branch operations guidelines and procedure documents (e.g., seating assignment guidelines, office supply order forms); provide education to managers, advisors and staff
- Field all branch operations inquiries, reaching out to the appropriate internal (corporate real estate, branch managers) and external partners (property managers) to resolve requests efficiently
- Act as a technology liaison, supporting message of corporate technology upgrades, rollouts and issues
- Maintain all branch operations vendor relationships, partnering with strategic sourcing and procurement on purchase orders, expense coding and more; manage short-term payment needs for ad hoc items
Requirements
- 2+ years of client-facing/relationship management experience
- Bachelor’s degree in finance, business, or a related field
- 1+ year experience utilizing Microsoft Office Suite, SAP Ariba, Concur, or similar systems
- Willingness to travel (estimated to be 15% or less)
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 & Tools
project managementtransaction managementmove managementdata analysisoccupancy guidelinesdesign standardsprocedure documentationvendor management
Soft Skills
relationship managementcommunicationproblem-solvingcollaborationorganizational skills
Certifications
Bachelor’s degree in financeBachelor’s degree in business