Are you a team player with a growth mindset? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

This will be a hybrid HR role, the individual will play a key role in supporting the growth of the employee advisor channel through a balance of HR Project Management leadership and HR Generalist support. This individual will ensure our HR Business Partner team is poised to deliver on growth initiatives led by our Liquidity & Capital and Employee Channel leaders. The successful candidate will have experience with project management, a solid understanding of Human Resources across various disciplines and the desire to drive continuous improvement in our integration experience.

Responsibilities:
 

• Establish and manage HR project timelines in partnership with key functional workstream leads to support acquisition activity for the employee channel
• Lead HR Business Partner efforts in support of acquisition activity for asset purchase deals inclusive of reviewing due diligence to understand integration implications, partnering with the management team to make recommendations for employment offers, preparing data files for populating the HR data system, and leading coordination efforts with partner teams to ensure the HR Business Partner team consistently meets established deadlines
• Assess current HR program workflow, experience and templates to identify areas of opportunity for streamlining existing processes, reducing manual efforts and enhancing the new hire experience for the employee channel
• Manage all aspects of performance management for assigned business units directly with people managers and in partnership with Employee Relations as appropriate to ensure consistent practice, oversight and appropriate documentation
• Prepare and maintain materials to support initiatives across the broad client group in partnership with the larger HR Consulting team
• Provide direct support to cross-functional partners, employees or business leaders in the employee advisor channel in creative problem solving and navigating Human Capital questions related to topics including Benefits, LPL Resources, enterprise activities and resources
• Act as the voice of the HR team to influence continuous improvement for deal activity impacting the employee channel as well as acting as the voice of the internal client to facilitate improvements to LPL's HR policies, benefits, initiatives, processes, etc.
• Provide creative and innovative solutions to the business on complex problems
• Lead and participate in cross-functional project teams and assignments as necessary, often partnering with Compensation & Benefits; Talent Development; Learning Delivery; Diversity, Equity, Inclusion & Belonging; Talent Acquisition; HR Ops, Systems & Analytics; Corporate Real Estate; and Corporate Communications
  
   

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who are client-focused, business-minded, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:
 

• Bachelor's degree in a related field
• 5+ year’s professional level experience in Human Resources
• Ability to partner effectively with Human Capital groups including employee relations, talent acquisition, learning & development, payroll and HR Systems as well as cross-functional partners including compliance, legal and sales recruiting
  
   

Core Competencies:
 

• Proficient in HR Generalist skills such as Employee Relations, Talent Development, and Project Management
• Project Management knowledge and experience
• Knowledge of local, state, and federal laws essential
• Microsoft Office Products proficient
• Human Resource Management Systems – proficient
• Professional demeanor and the ability to maintain confidentiality at all times related to advisor and employee matters
• Strong orientation around customer service, an advisor 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
• Comfortable learning, navigating and leveraging systems and tools such as Workday, Smartsheets and Excel
  
   

Preferences:
 

• Experience working within the financial services industry
• Project Management certification
  
   

Pay Range:

$76,400-$114,600/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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? 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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