Sr Analyst, Branch Operations (Field Management)

About the position

The Senior Analyst, Branch Operations role is part of LPL's Field Management team. Field Management provides end-to-end leadership support to advisors and staff through managing personnel, practices, and properties to drive outsized growth and satisfaction. As part of the Field Management team, you will have the opportunity to directly live out LPL's mission: We take care of our advisors, so they can take care of their clients. As Senior Analyst, Branch Operations, you will have responsibility for ensuring that our advisors and staff have the work environments and resources they need to be successful. Your primary focus is to act as the Field Management liaison for all deliverables specific to our national branch office footprint, including new office set-ups, enhancements, moves, maintenance, vendor services, technology, equipment and supplies, etc.

Responsibilities

• Partner with corporate real estate, sales, and others to ensure a smooth site selection and office set-up process for new recruits; provide new recruits with all office-specific information and resources
• Support end-to-end office set-up process for Regus (executive office space) branches (until fully transitioned to corporate real estate); manage branch set-up inventory (décor, signage, supplies)
• Coordinate set-up of work-from-home offices (furniture stipend, signage, supplies, technology)
• Communicate regular updates to branch and admin managers (and make available self-service reports) about sites in the corporate real estate pipeline (i.e., transaction management, project management)
• Drive advisor and staff communication strategy for sites in the corporate real estate pipeline, engaging corporate real estate and the branch and admin managers, as appropriate
• Partner with corporate real estate, branch managers and others to align on and execute on our real estate portfolio strategy as office leases come up for expiration and/or renewal
• Oversee move management, onboarding, offboarding and leave-related activities; execute and ensure business partners execute on key deliverables (e.g., branch registration change, access security)
• Communicate branch operations-related issues and escalations (e.g., network outages, damage within the office) to branch and admin managers, as appropriate
• Collect and analyze feedback specific to work environments and resources; use insights to inform enhancements to the employee experience via occupancy guidelines, design and test fit standards, etc.
• Create and evolve branch operations guidelines and procedure documents (e.g., seating assignment guidelines, office supply order forms); provide education to manages, advisors and staff
• Field all branch operations inquiries, reaching out to the appropriate internal (corporate real estate, branch managers) and external partners (property managers) to resolve requests efficiently
• Act as a technology liaison, supporting message of corporate technology upgrades, rollouts and issues
• Maintain all branch operations vendor relationships, partnering with strategic sourcing and procurement on purchase orders, expense coding and more; manage short-term payment needs for ad hoc items

Requirements

• 2+ years of client-facing and/or project management experience
• Bachelor's Degree in Finance, Business, or a related field
• 1+ years of experience utilizing Microsoft Office Suite, SAP Ariba, Concur, or similar systems
• Willingness to travel (estimated to be 15% or less)

Nice-to-haves

• 3+ years of experience in the financial services and/or wealth management industry
• Passionate about delivering an exceptional client service experience, with an intrinsic ability to inspire and motivate others to do the same
• Excellent communication skills, with the confidence and ability to interface with diverse groups of people and navigate challenging situations
• Strong entrepreneurial spirit and commitment to achieving results; proven ability to effectively direct and influence through change while maintaining a strong focus on client satisfaction
• Skilled at steering projects with multiple stakeholders; proven track record of optimizing your time and others' time
• Meticulous attention to detail; strong ability to multi-task and prioritize workload with minimal supervision

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off