Manager, Case Management

Manager of the Case Management Team

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

Core Competencies

Preferences

Job Grade

Pay Range

$71,300-$118,800 / 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!

Company 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.

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?

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.