People Specialist

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

The People Specialist plays a key role in supporting the Human Resources department at LPL Financial by contributing to various HR functions and initiatives. This position is vital for ensuring a positive employee experience and efficient HR operations. The People Specialist will provide excellent customer service support and consultation in the overall administration of human resources policies, procedures and programs, as well as coordination and implementation of services, policies, and programs through close partnership with our Centers of Expertise (COE) within a fast paced People department.

Responsibilities:

• Provide outstanding customer service and tactical support to employee population of approximately 9,000 employees in an efficient manner regarding multiple HR topics (i.e. recruiting/staffing, learning & development, performance management, compensation & benefits)
• Support HR programs and initiatives, such as performance management, employee recognition, and talent development.
• Facilitate paperwork, process and data entry for employee events/changes
• Prepare and generate various HR reports and analyses as requested.
• Handle confidential employee information with discretion and professionalism.
• Participate in internal HR audits and data verification processes.
• Serve on project teams to improve efficiency and effectiveness of the People team.
• Assist with HR compliance efforts and ensure adherence to relevant labor laws and regulations.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• High School Diploma
• 1+ years' experience in a high-volume customer service or administrative role
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Powerpoint)

Core Competencies:

• Strong organizational, time management, prioritization, and problem-solving skills, with exceptional attention to detail and accuracy.
• Excellent written, verbal, and phone communication skills, with the ability to effectively engage and collaborate with employees at all levels.
• Proven ability to work independently and collaboratively in fast-paced environments while maintaining high-quality results.
• Customer-focused professional with a positive, proactive attitude and a demonstrated commitment to delivering superior service.
• Ability to partner effectively with other People groups, such as benefits, employee relations, talent acquisition, organizational development and training, payroll and HRIS

Preferences:

• Bachelor’s degree
• Workday, Salesforce, and/or ADP Payroll experience
• Strong understanding of HR principles, practices, and compliance.

Pay Range:

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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.

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 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.

EAC 5.19.26