Insurance and Escrow Manager
ComplyRight, Inc.
Offshore Operations Analyst
LPL Financial
full-time
Posted on:
Origin: • 🇺🇸 United States • Arizona, South Carolina
Visit company websiteSalary
💰 $25 - $42 per hour
Job Level
JuniorMid-Level
About the role
- Support the governance and oversight of LPL Financial’s offshore operations with vendor partners across Bangalore, Pune, and Mangalore, India.
- Serve as a liaison between offshore teams and internal stakeholders across Operations, Trading, Compliance, Legal, and Service.
- Monitor and report on SLA and KPI adherence across offshore engagements.
- Support risk oversight and audit readiness activities.
- Assist in maintaining SOPs, training documentation, and process manuals.
- Coordinate with offshore vendor teams to ensure timely and quality delivery of services.
- Facilitate regular performance reviews and feedback sessions.
- Track and manage staffing levels, invoicing, and contract compliance.
- Analyze value delivery and identify opportunities for process improvement.
- Support project management efforts related to offshore initiatives.
- Assist with travel coordination and logistics for offshore team visits.
- Communicate effectively with internal business units and key stakeholders.
- Provide timely updates and insights to leadership on offshore performance and issues.
Requirements
- Bachelor’s degree in Business, Finance, Operations, or related field.
- 1–3 years of experience in operations, vendor management, or business analysis.
- Strong proficiency in Microsoft Excel, PowerPoint, and data reporting tools.
- Excellent written and verbal communication skills.
- High attention to detail and organizational skills.
- Experience working with offshore teams or vendors. (preferred)
- Familiarity with LPL systems and operational workflows. (preferred)
- Exposure to SLA/KPI tracking and audit processes. (preferred)
- Experience with project coordination or process documentation. (preferred)
