Senior Operations Specialist - Estate Team
LPL Financial
About this role
The Estate Senior Operations Specialist on the LPL Wealth Advisors Group supports LPL corporate-based desk advisors by managing operational aspects of accounts transitioning from independent advisors. The role focuses on estate-related account administration (including death and divorce processes), delivering high-touch client service, and coordinating with internal teams to ensure accurate account setup and transfers.
Skills
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
Recent company news
TradingViewWhy LPL Financial (LPLA) Stock Is Trading Lower Today
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Dec 10, 2025
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About LPL Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$45k – $75k
per year
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