Sr. Program Support Coordinator

Service Program Support Coordinator

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. 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 include supporting the Vice President in administering, coordinating, planning, and creating department projects, project status reports, and ongoing reporting deliverables. You will maintain accurate project documentation, organize and lead project meetings, facilitate, create, and maintain department collateral, assume ownership of tasks, and assist in monitoring and maintaining client databases. Organizing department events and submitting necessary documents is also part of your role.

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 include 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, excellent communication skills, excellent organizational and administrative skills, excellent attention to detail, strong analytical and conceptual thinking skills, strong problem-solving skills, and technical proficiency in Microsoft Office Suite and SmartSheet. Preferences include a Bachelor's degree, certifications like CAPM, CSPO, PMC, PLC, CPM, CSM, etc., and 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 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.

LPL Financial Holdings Inc. 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 institutions, 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.

Join LPL Financial : Where your potential meets opportunity. 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. 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. Join the LPL team and help us make a difference by turning lifes aspirations into financial realities.