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AVP, Regional Admin Manager

🕒 Outubro 9

🏄 California – Remoto

infoinfo

💵 $108.974 - $181.589 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Gerente

🗣️🇺🇸🇬🇧 Inglês obrigatório

De onde vem esta vaga

Publicada na página de carreiras da LPL Financial, não em um site de vagas

Vista pela primeira vez pelo Remote Rocketship Outubro 9

Ainda aberta no site da LPL Financial. Verificada 7 horas atrás.

Logo of LPL Financial

LPL Financial

5001 - 10000 funcionários

Fundada em LPL Financial

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A LPL Financial é uma provedora líder de serviços de gestão de patrimônio, apoiando profissionais financeiros, instituições e investidores individuais. Com uma suíte abrangente de ferramentas e recursos, a LPL Financial permite que consultores construam seus negócios e ofereçam conselhos financeiros personalizados. Eles oferecem uma plataforma de gestão de patrimônio, serviços de consultoria, integração tecnológica, pesquisa de investimentos e suporte para crescimento orgânico e inorgânico para empresas e consultores. A LPL Financial também foca em investimentos sustentáveis e responsabilidade social, mantendo uma supervisão regulatória robusta.

Descrição

• Lead employee affiliation branch office support staff • Provide support to employee affiliation offices and teams • Directly manage Client Service Associates and office support staff • Coordinate Financial Advisor support efforts delivered through Client Service Associates, Service and Operations Teams • Collaborate with business partners to support expansion of the national employee affiliation footprint • Manage compensation and performance management, time management and capacity planning, goal setting, and career development • Foster a culture of coaching, learning, and development • Contribute to branch office support staff hiring strategy • Drive continuous improvement within the branch admin vertical based on evolving advisor needs • Act as liaison between advisors and LPL service and operations • Advocate for advisor and client needs • Oversee and support case managers resolving complex and high-priority issues • Execute support staff training programs and implement improvements based on advisor and staff feedback • Partner with the National Branch Manager on admin vertical program design strategy and implementation

🎯 Requisitos

• 2+ years brokerage/financial services industry knowledge • FINRA Series 7/66 or completion of licenses within 90 days • 2+ years knowledge and breadth of experience in financial services with background across both W2 and 1099 advisor models • Ability to travel up to 40% throughout the year • Strong branch operations background • Proven ability to lead work efforts across multiple internal organizations • Strong customer focus • Excellent verbal and written communication skills • Extremely organized • Strong analytical and strategic planning skills • Relationship management skills • Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment • Experience collaborating with and leading individuals across functional areas • Demonstrated ability to establish productive relationships and interact effectively with business partners at all levels • FINRA Series 24, 9/10 preferred • Bachelor’s degree, preferably in Business, Accounting or Finance

🏖️ Benefícios

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Competitive LPL Total Rewards package

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Desenvolvido por Lior Neu-ner. Adoraria receber seu feedback — entre em contato por DM ou pelo e-mail support@remoterocketship.com
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