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Operations Analyst - Wealth Portfolios

Job in Fort Mill, York County, South Carolina, 29715, USA
Listing for: LPL Financial LLC
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
  • Business
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 29000 - 48000 USD Yearly USD 29000.00 48000.00 YEAR
Job Description & How to Apply Below

LPL Financial LLC is seeking an Associate Analyst for Overlay Service to provide essential operational support across GWP, MWP, OMP, PWP, and SMA. You will liaise between Overlay Service and Overlay Operations, ensuring advisor requests are accurate and processed within SLAs.

You will also contribute to quality control, process improvements, and resolving complex inquiries in coordination with multiple operations teams.

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