Portfolio Operations Associate Jobs in Fallbrook, CA

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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.

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Join LPL Financial's Client Technology Management (CTM) organization and play a critical role in supporting the technology solutions that power advisor success. As a Product Operations Associate, you will serve as a trusted resource for financial advisors, their staff, and internal business partners by helping manage technology access, troubleshooting operational issues, and supporting a broad portfolio of advisor-facing products.

This role offers the opportunity to develop expertise across multiple technology platforms, collaborate with teams throughout the organization, and contribute to an exceptional advisor experience. If you enjoy problem-solving, building relationships, and working in a fast-paced environment where your contributions make a meaningful impact, we'd love to hear from you.

Job Overview

The Product Operations Associate supports the Client Technology Management (CTM) team by providing operational and product support for advisor technology platforms and services. This role is responsible for processing technology-related requests, responding to advisor inquiries, providing application support, and ensuring operational activities are completed accurately and in compliance with firm policies and procedures. The position partners closely with internal departments and external clients to deliver efficient service and support for technology products and platform access.

Responsibilities

• Provide high-quality service and support to financial advisors, advisor staff, and internal business partners through phone, email, and operational support channels.

• Process requests to add, modify, or remove access to advisor technology platforms and supported applications.

• Support first-contact resolution efforts by assisting users with technology processes, systems, and platform navigation.

• Provide application support for proprietary and third-party technology solutions, including troubleshooting access and operational issues.

• Develop and maintain expertise in CTM-supported products and services to assist advisors and internal stakeholders with technology-related needs.

• Deliver training, guidance, and operational knowledge sharing to processing and service teams.

• Participate in and lead meetings related to product enhancements, process improvements, project initiatives, and operational updates.

• Perform product reconciliation, data analysis, reporting, and information gathering activities as required.

• Communicate product requirements, operational procedures, and compliance-related guidelines to internal and external stakeholders.

• Collaborate with departments including Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, Cash Management, and other business partners.

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

• 2+ years of experience in Financial Services, Operations, Client Services, Technology Support, or a related field.

• Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.

• Experience supporting clients, business partners, or users through phone, email, or operational service channels.

• Experience processing operational requests while maintaining accuracy and adherence to established procedures.

• Ability to analyze information, troubleshoot issues, and communicate solutions effectively.

Core Competencies

• Strong verbal and written communication skills with the ability to build and maintain effective working relationships.

• Effective organizational and time-management skills with the ability to manage multiple priorities.

• Strong attention to detail and commitment to operational accuracy.

• Analytical and problem-solving skills with a proactive approach to issue resolution.

• Ability to work effectively in a fast-paced environment while meeting deadlines and service expectations.

• Ability to manage priorities while adhering to regulatory and firm requirements.

Preferences

• Bachelor's degree in Business, Finance, Information Technology, or a related field.

• Experience with Oracle, Documentum, Microsoft Dynamics, or similar enterprise platforms.

• Experience using Salesforce, Adobe Professional, ASAT, or comparable business applications.

• Familiarity with advisor technology platforms or financial services operations.

• Experience supporting technology products, user access management, or operational workflows.

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.comemail 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