Sr. Readiness Coordinator

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 Client Readiness Operations team supports the processes, tools, resources, and operational infrastructure that enable a consistent and scalable advisor onboarding and consulting experience. The team partners across consulting, sales, and operational teams to coordinate advisor readiness activities, standardize processes, manage operational workflows, maintain knowledge resources, and connect advisors and internal partners with the right support throughout the advisor journey.

The Sr. Readiness Coordinator plays a critical role in the day-to-day execution of Client Readiness Operations. This role coordinates advisor and internal partner requests, supports Startup and other readiness processes, manages operational workflows, maintains accurate information in Salesforce and supporting systems, and helps ensure work moves efficiently across teams. The Sr. Readiness Coordinator also contributes to process improvement, knowledge management, general support, reporting, and automation initiatives that allow the organization to deliver a more consistent and scalable experience.

Roles & Responsibilities :

Supports advisor onboarding and readiness activities across multiple supported affiliation models.

Serves as an operational partner to Client Readiness, Consulting, Sales, recruiters, and other cross-functional partners.

Coordinates and executes standardized processes and workflows, including Startup Consulting and related readiness activities. Provides general support by researching, resolving, or appropriately routing questions and requests, including complex or time-sensitive issues.

Maintains accurate advisor, engagement, activity, and workflow information within Salesforce and other operational systems.

Identifies process gaps, recurring questions, and opportunities to improve efficiency, consistency, scalability, and the advisor experience.

Develops and maintains FAQs, SOPs, templates, job aids, and other reusable resources that support employee knowledge and consistent process execution.

Supports reporting, automation, AI-assisted solutions, and other scalable support models that improve operational performance and advisor readiness.

Advisor Readiness & Operational Execution Coordinate advisor onboarding, Startup Consulting, and other Client Readiness activities from intake through completion, ensuring required documentation, system updates, milestones, and follow-ups are completed accurately and timely.

Manage workflows across affiliation models and advisor needs, proactively identifying outstanding actions, dependencies, risks, and appropriate escalation paths.

Coordinate communications, handoffs, and execution across Client Readiness, Consulting, Sales, recruiters, and other partners to create a consistent advisor experience.

General Support & Knowledge Management Monitor designated support channels and independently research and resolve general support questions using approved resources, escalating complex or specialized needs to the appropriate subject matter expert.

Maintain and improve FAQs, SOPs, job aids, training materials, and other knowledge resources to provide accurate, accessible guidance for the team and internal partners.

Identify recurring questions and knowledge gaps and translate subject matter expertise into repeatable resources and processes that increase self-service and reduce unnecessary escalations.

Process Standardization & Quality Control Execute and maintain standardized workflows, SOPs, process maps, templates, and quality controls while ensuring required process steps and documentation are completed accurately.

Identify process breakdowns, recurring issues, and opportunities to simplify, standardize, automate, or improve the advisor and internal partner experience.

Support the testing, implementation, and adoption of new processes, tools, workflows, and automation as part of ongoing continuous improvement efforts.

Reporting & Operational Insights Maintain accurate Salesforce and operational data, trackers, dashboards, and reporting to monitor workload, activities, milestones, service levels, advisor readiness, and process performance, while…