Senior Consultant, Client Feedback

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.

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.

The Senior Consultant, Client Feedback plays a key role in delivering a high‑quality client experience by supporting the day‑to‑day execution of the firm’s closed‑loop feedback process. This role is responsible for coordinating client feedback responses and serving as a primary point of connection between clients and internal subject matter experts (SMEs). Working closely with program leadership, the role supports escalation management, adheres to established governance, and contributes to a positive, client‑centric experience through disciplined execution.

• Manage and triage incoming client feedback, ensuring timely acknowledgment, accurate routing, and closed‑loop communication.
• Serve as a quality control checkpoint for consistent, professional client communications.
• Monitor timelines and service level expectations, flagging risks or delays and escalating issues as appropriate.
• Partner with feedback SMEs to support delivery of responses by tracking progress, sending reminders, and reinforcing expectations.
• Identify stale or aging feedback items and proactively re‑engage stakeholders to move items forward.
• Participate in working sessions or support touchpoints with SMEs to address complex or sensitive feedback, escalating as needed.
• Maintain assigned SME coverage areas by supporting topic alignment and onboarding activities.
• Contribute to feedback reporting and governance activities by identifying issues, suggesting improvements, and following established workflows.
• Demonstrate and reinforce client‑centric and hospitality‑minded behaviors through daily actions and interactions.

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.

• 3-5 years’ experience in client experience, feedback management, operations, or service quality roles.
• 1+ years’ experience in the wealth management industry.
• Bachelor’s degree in communications, business administration, social sciences or related field, or equivalent years’ work experience.

• Ownership & Reliability:
  Demonstrates strong accountability and follow-through, taking ownership of work and outcomes while maintaining accuracy, honoring commitments, and upholding quality and integrity.
• Client Focus & Execution:
  Delivers consistent, high-quality results by understanding and anticipating internal and external client needs, ensuring timely, accurate outcomes with strong attention to detail.
• Collaboration & Stakeholder Coordination:
  Works effectively across cross‑functional teams, building positive relationships and coordinating efforts across multiple stakeholders to achieve shared goals.
• Communication Excellence:
  Communicates clearly and professionally in both written and verbal formats, adapting tone, clarity, and level of detail to suit the audience and context.
• Prioritization & Operational Discipline:
  Successfully manages multiple priorities in a fast‑paced environment, meeting deadlines and SLAs while demonstrating sound judgment, proactive problem‑solving, and appropriate escalation of issues.

• Experience with feedback systems, CRM tools, case management platforms, or operational…