People Business Partner

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

This individual will play a key role in supporting the growing employee advisor channel by providing HR Business Partner support across our field administration and field operations groups, with varying employee affiliations.  This individual will support our people leaders responsible for managing support staff in various geographic locations across the United States.  The successful candidate will have a solid understanding of Human Resources across various disciplines and will operate with a sense of urgency to meet advisors, support staff and leadership expectations.

Responsibilities:

• Drive the implementation (with COE support) of comprehensive People programs, policies, and practices in support of company and client group business plans in the areas of performance management, leadership development, workforce planning, compensation, talent management, change management, employee engagement, retention, professional development, culture, and inclusion.
• Provide direct support to the employees or business leaders in the employee advisor channel in creative problem solving and navigating People questions.
• Advise, coach and train people leaders and key stakeholders on new and revised processes.
• Serve as a trusted partner to the business leaders, ensuring a strong partnership for driving business results and caring for our people. 
• Manage all aspects of performance management for assigned business units directly with people managers, ensuring consistency with application and appropriate documentation.
• Responsible for intake and investigation of employee relations concerns, engaging our investigations and legal teams as needed.
• Lead and participate in cross-functional project teams and assignments as necessary, often partnering with Compensation & Benefits; Talent Management Office; Learning Delivery; Culture & Engagement; Talent Acquisition; HR Ops, Systems & Analytics; and Corporate Communications
• Act as the voice of the internal client to facilitate improvements to LPL's HR policies, benefits, initiatives, processes, etc.
• Responsible for providing overall People support for business-as-usual matters in assigned business unit, providing creative and innovative solutions on complex problems.
• Prepare and maintain materials to support initiatives across the broad client group in partnership with the larger People Business Partner team.
• Develop methods and procedures for compiling and analyzing data for reports and special projects, working closely with the Workforce Analytics team and other partners.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 6+ years of professional and progressive experience in Human Resources
• Ability to partner effectively across the People team, including talent acquisition, learning & development, payroll and HR Systems as well as cross-functional partners including compliance, and legal
• Track record of strong professional partnerships with all levels of staff
• Demonstrated ability to manage multiple projects and deadlines
• Strong organizational and multitasking abilities with a focus on managing data
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Core Competencies:

• Proficient in HR Generalist skills such as Employee Relations, Talent Development, and Project Management
• Knowledge of local, state, and federal laws essential
• Microsoft Office Products proficient
• Professional demeanor and the ability to maintain confidentiality at all times related to advisor and employee matters
• Strong orientation around customer service and employee experience focus and strong verbal/written communication skills and high attention to detail
• Ability to multi-task, work on multiple priorities, work independently and as a team in an ambiguous and dynamic environment
• Organized, self-motivated, have strong time management skills and capable of working in a rapidly changing environment with the ability to effectively interact with all levels of management
• Comfortable learning, navigating and leveraging systems and tools such as Workday, Smartsheet and Copilot

Preferences:

• Bachelor's degree in a related field preferred
• Experience working within the financial services industry
• HR Professional Certification (HRCI or SHRM)

#LI-PA

 

Pay Range:

$98,325-$163,875/year

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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