Payroll Solutions - Implementation Consultant

Are you detail oriented, curious, and self-motivated? Do you want to be part of a fast-growing team? Excited to learn more? If so, then this could be the role for you!

Job Overview:

LPL Financial is seeking a strong applicant to join the Business Strategy & Innovation Payroll Solutions team. As a payroll implementation consultant, you will work closely with financial advisors to transition them to LPL’s Payroll Solutions service, including providing high level customer service by completing their set up in ADP, auditing their information, and resolving any issues that may arise.  In addition, you will be assigned clients that you will serve on an ongoing basis by processing payroll, including payroll data entry, and payroll auditing.

Payroll Solutions is a part of the Business Solutions group, a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in the lives of advisors, institutional partners, and investors.

Responsibilities:

• Manage onboarding and implementation for new subscribers, providing exceptional customer service to all

• Complete set-up in all relevant LPL and partner systems, ensuring accuracy and completeness

• Review and audit all data for any errors, seeking resolution with clients or partners as needed

• Maintaining payroll information by collating, calculating and entering data

• Responsible for accurately processing and recording employee time and payroll data to ensure timely payment is made

• Resolving payroll discrepancies and answering any advisor payroll queries

• Research requests for payroll information and respond in a timely manner

• Manage a portfolio of clients with various levels of complexity

• Role is advisor facing & includes maintaining a professional partnership with LPL Advisors

• Please note: Additional responsibilities or duties may be assigned to you as needed or determined.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Knowledge of and familiarity using different types of payroll software

• A strong understanding of all aspects of payroll, payroll taxes, garnishments, benefits distribution, including taxability of earnings and deductions

• 5+ years payroll processing experience

• Excellent attention to detail

• Ability to maintain strict confidentiality of all payroll-related information

• Strong time-management skills and solution oriented

• Demonstrated professional demeanor

• The ability to take full ownership of client deadlines and needs

• Certified Payroll Professional or Fundamental Payroll Certification required

Preferences:

• Experience working with service delivery and/or in a customer-facing, outsourced service capacity

• Experience working with small business owners

• Multi-state payroll knowledge is preferred

• Bachelor's degree preferred in a related field (e.g., Accounting, Business Administration, Human Resources, etc.) is preferred

• A strong understanding/experience with ADP along with a strong command of all its functions is preferred

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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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