Sr Analyst, Business Mgmt

$70,000 - $116,700/Yr

LPL Financial - Fort Mill, SC

Full-time - Mid Level

Remote - Fort Mill, SC

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Analyst, Branch Operations role is a pivotal position within LPL Financial's Field Management team, which is dedicated to providing comprehensive leadership support to advisors and their staff. This role is essential in ensuring that advisors have the necessary work environments and resources to thrive in their practices. As a Senior Analyst, you will act as the liaison for all deliverables related to the national branch office footprint, which includes overseeing new office setups, enhancements, moves, maintenance, vendor services, technology, equipment, and supplies. Your contributions will directly support LPL's mission of taking care of advisors so they can focus on their clients. In this role, you will partner with various departments, including corporate real estate and sales, to facilitate a seamless site selection and office setup process for new recruits. You will manage the end-to-end office setup process for Regus branches and coordinate the setup of work-from-home offices, ensuring that all necessary resources are provided. Regular communication with branch and admin managers will be crucial, as you will provide updates on the corporate real estate pipeline and drive the communication strategy for branch operations. Additionally, you will oversee move management, onboarding, offboarding, and leave-related activities, ensuring that all key deliverables are executed efficiently. Your ability to collect and analyze feedback regarding work environments will be instrumental in enhancing the employee experience. You will also be responsible for maintaining vendor relationships and managing short-term payment needs for ad hoc items. This role requires a strong focus on collaboration, client service, and continuous improvement, making it an exciting opportunity for those passionate about operational excellence.

Responsibilities

• Partner with corporate real estate, sales, and others to ensure a smooth site selection and office set-up process for new recruits; provide new recruits with all office-specific information and resources
• Support end-to-end office set-up process for Regus (executive office space) branches (until fully transitioned to corporate real estate); manage branch set-up inventory (décor, signage, supplies)
• Coordinate set-up of work-from-home offices (furniture stipend, signage, supplies, technology)
• Communicate regular updates to branch and admin managers (and make available self-service reports) about sites in the corporate real estate pipeline (i.e., transaction management, project management)
• Drive advisor and staff communication strategy for sites in the corporate real estate pipeline, engaging corporate real estate and the branch and admin managers, as appropriate
• Partner with corporate real estate, branch managers and others to align on and execute on our real estate portfolio strategy as office leases come up for expiration and/or renewal
• Oversee move management, onboarding, offboarding and leave-related activities; execute and ensure business partners execute on key deliverables (e.g., branch registration change, access security)
• Communicate branch operations-related issues and escalations (e.g., network outages, damage within the office) to branch and admin managers, as appropriate
• Collect and analyze feedback specific to work environments and resources; use insights to inform enhancements to the employee experience via occupancy guidelines, design and test fit standards, etc.
• Create and evolve branch operations guidelines and procedure documents (e.g., seating assignment guidelines, office supply order forms); provide education to managers, advisors and staff
• Field all branch operations inquiries, reaching out to the appropriate internal (corporate real estate, branch managers) and external partners (property managers) to resolve requests efficiently
• Act as a technology liaison, supporting message of corporate technology upgrades, rollouts and issues
• Maintain all branch operations vendor relationships, partnering with strategic sourcing and procurement on purchase orders, expense coding and more; manage short-term payment needs for ad hoc items

Requirements

• Passionate about delivering an exceptional client service experience, with an intrinsic ability to inspire and motivate others to do the same
• Excellent communication skills, with the confidence and ability to interface with diverse groups of people and navigate challenging situations
• Strong entrepreneurial spirit and commitment to achieving results; proven ability to effectively direct and influence through change while maintaining a strong focus on client satisfaction
• Skilled at steering projects with multiple stakeholders; proven track record of optimizing your time and others' time
• Meticulous attention to detail; strong ability to multi-task and prioritize workload with minimal supervision
• Willingness to travel (estimated to be 15% or less)

Nice-to-haves

• Minimum of 3 years of experience in the financial services and/or wealth management industry
• Minimum of 1 year of project management or property management experience
• Bachelor's Degree in Finance, Business, or a related field
• Proficiency with Microsoft Office Suite
• Prior experience with SAP Ariba, Concur, or similar systems

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off