Manager, Case Management en Lplfinancial
Lplfinancial · San Diego, Estados Unidos De América · Onsite
- Professional
- Oficina en San Diego
Are you a team player? Are you curious to learn? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? Are you interested in being part of a team that is working to transform and do things differently? Excited to learn more? If so, then this could be the role for you!
Job Overview:
As a Manager of the Case Management Team, you will lead a team of 10-15 Case Managers within the LPL Service organization that are responsible for owning and resolving complex and high-touch matters for financial advisors, their staff, and end clients.
Responsibilities:
Oversee and evaluate the performance of individual Case Managers and overall team effectiveness.
Provide performance-based coaching to improve the skills and efficiency of Case Managers, ensuring alignment with organizational goals and standards.
Formulate and execute strategies aimed at fostering team development, including personal and professional growth opportunities for individual Case Managers through training, mentoring, and feedback.
Conduct comprehensive data analysis using MS Dynamics to pinpoint areas for performance enhancement within the Case Management team.
Represent the team in meetings and communications with senior leadership and external partners.
Stay informed of organizational and team-specific changes while cultivating an innovative mindset by proposing initiatives for performance and quality improvement.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
Bachelors preferred or equivalent work experience
SIE and FINRA Series 7 required.
3+ years leading and developing others
Core Competencies:
Excellent verbal and written communication skills.
Ability to inspire, motivate, and challenge your team to tackle the opportunities for improvement.
Discover and craft a development plan filled with tasks and deliverables that align with the employee’s growth strategy.
Highly motivated and can work under pressure/deadlines and manage multiple priorities.
Demonstrates ability to provide effective coaching and mentoring to team members, fostering a culture of continuous learning and development.
Strong attention to detail with a pro-active approach to solving and preventing problems.
Strong time management and organizational skills.
Serve as a subject matter expert.
- Proven ability to lead and coach financial professionals while possessing strong mentoring and employee development skills.
Demonstrated high degree of professional maturity and leadership
Preferences:
Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
A positive can-do attitude; willing to "get in the weeds" with employees
Job Grade:
6
Pay Range:
$71,300-$118,800/yearCompany 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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