LPL Financial
Finance • Fintech
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
AVP, Regional Administrative Manager
Job not on LinkedIn
November 26
🇺🇸 United States – Remote
💵 $96.2k - $160.3k / year
⏰ Full Time
🔴 Lead
👔 Vice President
🦅 H1B Visa Sponsor
LPL Financial
Finance • Fintech
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
📋 Description
• Manage branch office support staff, which includes, but not limited to, compensation and performance management, time management and capacity planning, goal setting, career development, etc. • Foster a culture of coaching, learning and development with a strong emphasis on skills and behaviors that contribute to advisor satisfaction. • Contribute to the development of the branch office support staff hiring strategy which aims to successfully identify, attract, onboard, and retain top talent. • Drive continuous improvement efforts within the branch admin vertical based upon evolving advisor needs. • Act as liaison between advisors and LPL service and operations; advocate for advisor and client needs, overseeing and supporting case managers dedicated to resolving complex and high priority issues. • Execute on support staff training programs focused on skill advancement and career progression; help to identify and implement program improvements informed by advisor and staff feedback. • Partner with the National Branch Manager on the admin vertical program design strategy and implementation
🎯 Requirements
• 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
🏖️ Benefits
• 401K matching • health benefits • employee stock options • paid time off • volunteer time off
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