Senior Specialist, Compensation Senior Specialist, Compensation …

LPL Financial
à San Diego, CA, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
LPL Financial
à San Diego, CA, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Senior Specialist, Compensation
Sr. Specialist, Compensation San Diego/en-US/External/job/San-Diego/Sr-Specialist--Compensation_R-009963/apply

Senior Specialist, Client Compensation

The ideal candidate will have a proven success of self-starting in a dynamic fast-paced environment. The Senior Specialist, Client Compensation will lead task assignments related to facilitating the paying of advisor commissions and advisory fees. They will be well organized and capable of time management while handling multiple tasks. The Senior Specialist maintains operational procedures, assists with project testing, and develops new task efficiencies.

Essential Functions:

  • Must have the ability to communicate complex issues both in writing and verbally to management and internal/external vendors and customers.
  • Will function as a subject matter expert on operational policies and procedures with an emphasis on sponsor reimbursements
  • Coordinate with internal partners to research and correct compensation payout issues
  • Deposit and journal funds into Client Compensation GL accounts
  • Collaborate with subject matter experts to obtain key job knowledge that will help meet the specific business needs. Research complex situations and define the actions necessary to resolve the situation
  • Work with fund sponsors to maintain operational readiness, match incoming monies with sponsor statements
  • May be asked to support other tasks in the department as business needs dictate, including but not limited to working in a Strike Team capacity
  • Assist with project testing
  • Re-engineer existing processes for improved experience and accuracy
  • Process change management including updating and maintaining department procedures
  • Ability to meet strict deadlines with minimal supervision in a fast-paced environment
  • Ability to analyze information and strong reporting skills
  • Ability to handle escalated items timely and accurately, while creating a great experience for our customers

Qualifications:

  • 1+ years in the brokerage and financial services industry
  • Strong knowledge with Excel, Word, Outlook, and PowerPoint
  • Strong analytical and problem solving skills with a keen attention to detail
  • Excellent verbal and written communication skills
  • Ability to perform under pressure
  • Knowledge of Client Compensation processes preferred
  • Bachelors degree in Business related field preferred
  • Strong customer service skills a plus
  • FINRA licensing a plus

Software/System Skills:

  • Microsoft Office Suite required; Comreg, BETA, and Documentum preferred

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nations largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.

Join the LPL team and help us make a difference by turning lifes 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 @lpl.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 applicants bank or credit card. Should you have any questions regarding the application process, please contact LPLs Human Resources Solutions Center at (800) 877-7210.

Posted 6 Days AgoFull timeR-009963

As the nations leading independent broker-dealer*, we offer an

integrated platform of proprietary technology, brokerage, and

investment advisor services to more than 14,000 financial

advisors and approximately 700 financial institutions, enabling

them to help their clients turn life's aspirations into financial

realities. We also support more than 4,000 other financial

advisors with customized clearing solutions, advisory

platforms, and technology.

Weve told you what we do for our customers, but what can we

do for you? 

Well provide you with a work environment that encourages your

creativity and growth, a leadership team thats supportive and

responsive, and the opportunity to create a career that has no

limits, only amazing potential.

*As reported by Financial Planning magazine, June 1996-2017,

based on total revenue.

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