Sr Analyst, Branch Operations (Field Management)

LPL Financial•Washington, DC

About The Position

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: 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.

Requirements

2+ years of client-facing/relationship management experience
Bachelor’s degree in finance, business, or a related field
1+ year experience utilizing Microsoft Office Suite, SAP Ariba, Concur, or similar systems
Willingness to travel (estimated to be 15% or less)
Passionate about delivering exceptional client service experience, with an intrinsic ability to inspire and motivate others to do the same
Excellent communication skills, with 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

Nice To Haves

3+ years of experience in the financial services and/or wealth management industry

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 managers, 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