Product Ops Associate

LPL Financial

Product Operations Associate supporting advisor technology platforms at LPL Financial, a wealth management firm. Managing access requests, troubleshooting issues, and delivering operational support to financial advisors.

Posted 8/13/2026full-timeCharlotte • Arizona, California, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $22 - $37 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing operational support and training for financial advisors and internal partners, with a strong focus on technology solutions and compliance adherence. Proficient in data analysis, troubleshooting, and maintaining effective communication across various service channels.

Highest-signal resume keywords

Financial Services ExperienceMicrosoft Office ProficiencyClient Services SupportAnalytical Problem-SolvingOperational Accuracy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisTroubleshootingOperational SupportProduct ReconciliationProcess Improvement

Soft Skills

Strong Communication SkillsOrganizational SkillsAttention to DetailRelationship BuildingTime Management

Tools & Technologies

OracleDocumentumMicrosoft DynamicsSalesforceAdobe Professional

Industry Keywords

Advisor Technology PlatformsFinancial Services OperationsUser Access ManagementOperational WorkflowsCompliance Guidelines

Tech Stack

Tools & technologies

Oracle

About the role

Key responsibilities & impact

Provide service and support to financial advisors, advisor staff, and internal business partners through phone, email, and operational support channels
Process requests to add, modify, or remove access to advisor technology platforms and supported applications
Assist users with technology processes, systems, and platform navigation to support first-contact resolution
Provide application support for proprietary and third-party technology solutions, including troubleshooting access and operational issues
Develop and maintain expertise in CTM-supported products and services
Deliver training, guidance, and operational knowledge sharing to processing and service teams
Participate in and lead meetings related to product enhancements, process improvements, project initiatives, and operational updates
Perform product reconciliation, data analysis, reporting, and information gathering
Communicate product requirements, operational procedures, and compliance-related guidelines to stakeholders
Collaborate with Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, Cash Management, and other business partners

Requirements

What you’ll need

2+ years of experience in Financial Services, Operations, Client Services, Technology Support, or a related field
Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint
Experience supporting clients, business partners, or users through phone, email, or operational service channels
Experience processing operational requests while maintaining accuracy and adherence to established procedures
Ability to analyze information, troubleshoot issues, and communicate solutions effectively
Strong verbal and written communication skills
Ability to build and maintain effective working relationships
Effective organizational and time-management skills with the ability to manage multiple priorities
Strong attention to detail and commitment to operational accuracy
Analytical and problem-solving skills with a proactive approach to issue resolution
Ability to work effectively in a fast-paced environment while meeting deadlines and service expectations
Ability to manage priorities while adhering to regulatory and firm requirements
Bachelor's degree in Business, Finance, Information Technology, or a related field preferred
Experience with Oracle, Documentum, Microsoft Dynamics, or similar enterprise platforms preferred
Experience using Salesforce, Adobe Professional, ASAT, or comparable business applications preferred
Familiarity with advisor technology platforms or financial services operations preferred
Experience supporting technology products, user access management, or operational workflows preferred

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package