Senior Analyst, New Accounts, Business Operations

LPL Financial

. Lead and oversee quality of robotics processing of new account and maintenance documents.

Posted 4/11/2026full-timeFort Mill • North Carolina • 🇺🇸 United StatesSenior💰 $61,877 - $103,129 per yearWebsite

About the role

Key responsibilities & impact

Lead and oversee quality of robotics processing of new account and maintenance documents.
Review and approve documentation for processing rules and procedures.
Collaborate with Compliance, Legal, and Risk teams to resolve regulatory or procedural issues.
Analyze workflow metrics and identify opportunities for process improvement and risk mitigation.
Develop and maintain detailed standard operating procedures (SOPs) for automation.
Provide training, mentorship, and guidance to team members.
Support control processes by preparing documentation and responding to inquiries.
Ensure accurate recordkeeping and adherence to data integrity standards.
Lead cross-functional projects aimed at improving efficiency and client experience.

Requirements

What you’ll need

2+ years of experience in financial operations with a focus on account maintenance and opening.
Strategic thinker with strong analytical and problem-solving abilities.
Ability to manage complex projects and prioritize competing deadlines.
High attention to detail and commitment to accuracy.
Strong leadership and team development skills.
Excellent communication and interpersonal skills, with the ability to influence and collaborate across departments.

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

quality assuranceworkflow analysisprocess improvementstandard operating proceduresdata integrityfinancial operationsaccount maintenancedocumentation reviewrisk mitigationautomation

Soft Skills

analytical skillsproblem-solvingproject managementattention to detailleadershipteam developmentcommunicationinterpersonal skillsstrategic thinkingcollaboration