Consulting Services 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 LBS Consulting Services organization comprises several different disciplines including HR, Marketing, Startup and Real Estate consulting. Each provides a strategic advisory service to internal and external stakeholders. As these practices continue to the scale, the business requires strong operational leadership to standardize processes, drive consistency, improve efficiency, and support sustainable growth across all consulting lines, including scalable support models for advisors with lower complexity needs across a broad range of consulting topics.

The Consulting Services Operations Specialist plays a critical role in supporting the operational backbone of Consulting Services organization. This role partners closely with consulting leaders including the VP of Consulting Operations to design, implement, and maintain standardized processes, tools, reporting, and governance frameworks. The Operations Specialist translates strategy into execution by supporting engagement lifecycle management, pricing operations, performance reporting, and continuous improvement initiatives across all consulting lines, while also enabling content led and AI assisted approaches that support advisors with low complexity needs.

Scope & Impact:

• Supports the Consulting Services operating model across all affiliation models (Strategic Wealth, Linsco, Supported 1099, Core, etc.)
• Acts as a key operational partner to consulting leaders across HR, Marketing, Real Estate, Startup Consulting, and future verticals.
• Executes and maintains standardized processes, workflows, SOPs, and documentation.
• Provides operational insights, reporting, and analysis to consulting leadership.
• Identifies efficiency opportunities and supports scalability initiatives.
• Serves as an operational escalation point for day to day engagement and process issues.
• Support the design and operationalization of scalable advisor support pathways.
• Engage directly with advisors across broad range of business consulting topics, supporting intake, solution navigation and execution coordination.
• Aid in the development of AI enabled solutions for low complexity advisors’ needs.

Responsibilities:

Enterprise Execution

• Support the development and maintenance of standardized intake, scoping, engagement lifecycle, and delivery frameworks.
• Ensure workflows are consistently applied across consulting verticals while accommodating model specific needs.
• Maintain documentation standards, SOPs, and engagement governance materials.
• Partner with go to market consulting teams to ensure operational alignment.
• Incorporate differentiated workflows and engagement paths for advisors with low complexity needs across multiple consulting topics

Operational Governance & Quality Control

• Support engagement standards and quality checkpoints throughout the engagement lifecycle.
• Monitor advisor experience consistency and identify improvement opportunities.
• Track and resolve operational issues impacting delivery quality.

Capacity Planning & Resource Management

• Maintain and update capacity tracking models across consulting verticals.
• Identify utilization trends, bottlenecks, and scaling risks.
• Support workforce planning, forecasting, and readiness.
• Identify opportunities to shift demand from high touch consulting to scalable content or AI enabled support models.

Reporting & Performance Insights

• Build and maintain KPI dashboards related to engagement volume, delivery performance, utilization, and revenue.
• Prepare recurring operational reports and ad hoc analysis for leadership.
• Translate data into actionable insights and recommendations.

Cross Functional Partnership

• Collaborate with Consulting leaders, Finance, Sales, Technology partners.
• Support change management efforts related to new tools, processes, and operating models.
• Serve as a trusted operational partner to consulting teams.
• Partner with technology on AI enablement to support the rollout and adoption of new AI learning and content capabilities.

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:

• 5+ years of experience in consulting, business operations, professional services, or strategy.

Core Competencies:

• Analytical and problem solving skills with the ability to translate data into insights.
• Experience working cross functionally in complex, matrixed organizations.
• Excellent written and verbal communication skills, organizational skills, and attention to detail.
• Ability to manage multiple initiatives simultaneously in a fast paced environment.
• Process orientation with continuous improvement mindset.
• Comfortable influencing without authority and driving operational discipline.

Preferences:

• Experience supporting service based advisory operating models. (LNS and Linsco Strategic Wealth)
• Proficiency with reporting tools, spreadsheets, and workflow management systems. (4 years of experience with Smartsheets, Salesforce…Hub Spot is nice to have)
• Experience partnering with or supporting AI enabled tools, content platforms, or learning technologies preferred. (CoPilot would be a plus)

 

Pay Range:

$76,864-$128,106/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(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 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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