Operations Manager

LPL Financial•Austin, TX

18d•$72,203 - $120,407

About The Position

The Operations Manager is responsible for managing the day-to-day operations of the Wealth Advisor Group (Wealth AG) team. The ideal candidate will have a strong client-centric mindset with the commitment to continually improve business operations to support the LPL Financial corporate based advisors and their end-clients. In this role, you will lead and develop a team of operations specialists and serve as an escalation point for complex issues that arise.

Requirements

Bachelor’s degree or equivalent work experience in a related discipline
2+ years of experience with coaching, management, or leading a team
Series 7

Nice To Haves

Experience with CRM tools such as Salesforce is a plus
Experience using Smartsheet preferred
Flexibility to work varying schedules and hours as needed
Willingness to advocate for operational excellence, best practices, improvements, and efficiency gains
Requires very strong attention to detail
Excellent verbal and written communication skills

Responsibilities

Provide strategic leadership while staying tactically close to the day-to-day operations
Consistently train, develop, and mentor a team of operations specialists through coaching, rewards & recognition, and by providing developmental opportunities
Partner with the Wealth AG leadership team to achieve departmental goals and initiatives
Identify operational deficiencies and address by implementing a new effective process to increase efficiency and accuracy
Create, update and implement operational training and guides
Regularly exercise excellent business judgment while following compliance process and procedures
Conduct weekly team meetings to provide updates and provide the team a forum to address questions and/or concerns