Senior Operations Specialist - Estate Team
LPL Financial
About this role
The Estate Senior Operations Specialist at LPL Financial supports advisors in managing estate-related client accounts, focusing on death and divorce processes. The role involves handling operational inquiries, reviewing court documents, and assisting with account paperwork to ensure smooth client service and operational efficiency.
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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LPL FinancialLPL and Private Advisor Group Welcomes Robert Woodend to Memphis Planning and Wealth
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LPL FinancialFind an LPL Financial Advisor
Dec 10, 2025
MarketBeatNatixis Advisors LLC Trims Position in LPL Financial Holdings Inc. $LPLA
11 hours ago
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
$46k – $74k
per year
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