AVP, Regional Administrative Manager

🕒 January 30

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Logo of LPL Financial

LPL Financial

5001 - 10000 employees

Founded LPL Financial

💸 Finance

💳 Fintech

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, including compensation and performance management, time management and capacity planning, goal setting, and career development • Foster a culture of coaching, learning, and development with a strong emphasis on skills and behaviors contributing to advisor satisfaction • Contribute to the development of the branch office support staff hiring strategy • Drive continuous improvement efforts within the branch admin vertical based upon evolving advisor needs • Act as a liaison between advisors and LPL service and operations, advocating for advisor and client needs • Execute on support staff training programs focused on skill advancement and career progression • Partner with the National Branch Manager on 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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