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Lead Operations Specialist
LPL Financial. Assist in daily oversite and activities related to move money activities .
Posted 4/8/2026full-timeFort Mill • North Carolina • 🇺🇸 United StatesSenior💰 $21 - $35 per hourWebsite
About the role
Key responsibilities & impact- Assist in daily oversite and activities related to move money activities
- Analyze move money activity to identify trends
- Provide team support with complex questions and/or escalations
- Collaborate within the team to implement new processes and controls
- Monitor team and individual team productivity and quality
- Manage escalated issues in a timely manner
- Lead and participate in daily huddles
- Foster a positive team environment
Requirements
What you’ll need- 2+ years of experience in Financial Services industry or comparable experience
- Positive and curious attitude with a willingness to take on difficult and complex situations
- Strong organizational and critical thinking skills
- Ability to work with and communicate effectively throughout the organization
- Excellent verbal and written communication skills
- Ability to multi-task in a fast paced environment
- Time and Priority Management
- Understanding of IRS rules and regulations related to Retirement Accounts (preferred)
- Problem Solving and Process Improvement experience (preferred)
- Securities Industry Essentials (SIE) Certification (preferred)
- Bachelor’s degree; preferably in business, accounting, or finance (preferred)
Benefits
Comp & perks- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial Services experienceProblem SolvingProcess ImprovementIRS rules and regulationsRetirement Accounts
Soft Skills
Organizational skillsCritical thinkingEffective communicationMulti-taskingTime managementPriority managementPositive attitudeCuriosity
Certifications
Securities Industry Essentials (SIE) Certification