Sr. Program Support Coordinator

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:

As a Service Program Support Coordinator, your primary responsibilities will be organizing and coordinating project activities, maintaining project schedules, communicating with stakeholders, and ensuring project documentation is up-to-date.  Within the Premium Support model, you will work closely with Service Management and Field Management business partners to ensure clients receive a world-class client experience. 

This will involve working with the leadership team in developing, implementing, and monitoring client onboarding strategies, managing client content, and monitoring client satisfaction levels. Additionally, you will be responsible for maintaining client databases and collaborating with the Service Management teams to implement process improvements. 

Responsibilities:

• Support Vice President in administering, coordinating, planning and creating department projects, project status reports and ongoing reporting deliverables for LPL’s Supported Models: Strategic Wealth, Independent Advisor Network (IAN) and Linsco and L&S.
• Maintain accurate project documentation, including meeting minutes, project reports, and deliverables.
• Organize and lead project meetings, ensuring agendas are clear and action items are assigned.
• Facilitation, creation and maintenance of department collateral.
• Assume ownership of tasks and see them through to a timely resolution.
• Assist LPL’s Supported Models, Client Experience Managers (CEMs) in monitoring and maintaining client databases.
• Organizing department events, including submitting and creating necessary documents.

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:

• 2+ years of experience in project coordination with the ability to prioritize tasks and meet deadlines.
• 1+ years of experience in developing process and continuous improvement strategies.

Core Competencies:

• Excellent communication skills: Excellent written and verbal communication to effectively interact with diverse stakeholders.
• Excellent Organizational and Administrative skills: Ability to manage multiple tasks and prioritize effectively.
• Excellent Attention to detail: Ensure accuracy in project documentation and reporting.
• Strong analytical and conceptual thinking skills: Ability to examine complex information and identify patterns to solve problems creatively.
• Strong Problem-solving skills: Identify and address project challenges proactively.
• Technical proficiency: proficient in Microsoft Office Suite and SmartSheet.

Preferences:

• Bachelor’s degree
• CAPM, CSPO, PMC, PLC, CPM, CSM, ETC. are a plus
• Finance industry experience, with a focus on customer-facing roles and organizations

 

Pay Range:

$63,900-$106,500/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.

EAC1.22.25