Ok company but back office and technology is really behind - Operations Manager LPL Financial Employee Review

3.0
Apr 20, 2019
Recommend
CEO approval
Business Outlook

Pros

People are friendly but bless their heart they have no clue what they are doing because of the lack of training.

Cons

Back Office Reps aren't trained well and often give you the wrong info. Technology is so way behind everyone else in the industry. You're better off working in a wire house because independent firms are rather cheap in all aspects. LPL spent so much money on the new system ClientWorks and they had to make so many corrections and even brought back the old system because the new one wasn't working properly. As a result of the lack of knowledge and help, our team left LPL and went to another independent B/D. In fact other teams from LPL are here as well so that says something. Intranet is horrible and hard to navigate. No employee Directory!!!!!

Explore other reviews about LPL Financial

5.0
May 12, 2026
Recommend
CEO approval
Business Outlook

Pros

Great Resources and support teams!

Cons

Too much back office turnover at times leaves support team lacking accurate answers

1
3.0
Jul 7, 2026
Recommend
CEO approval
Business Outlook

Pros

Great pay and getting OT pay. Awesome team of SMs and RTEs who felt like family and we all wanted to see each other succeed. I was exposed so a lot of situations which strengthened my skill set. Learned the SAFe model and it looks great on resumes. I personally had a great boss, bosses boss, and RTEs.

Cons

Executive leadership is ruining the culture. Many of the amazing Directors, AVPs and RTEs left due to the poor Executive leadership who do NOT know a single thing about Agile principles. Releases are 1x/mo so you have to work one Saturday a month which can sometimes be longer than a normal workday. Release Mgmt team is very difficult to work with and can be very disrespectful. They don’t hide it and it’s accepted. Execs killed remote work.

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