AVP, Transitions Administrative Manager

🕒 5 days ago

🇺🇸 United States – Remote

💵 $99.1k - $165.1k / year

⏰ Full Time

🔴 Lead

👔 Vice President

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LPL Financial

WebsiteLinkedInAll Job Openings

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

• Lead and coordinate the administrative transition experience end-to-end. • Act as the primary administrative leader and point of contact for advisor transitions for the Field. • Build strong, trusted relationships with advisors and their teams. • Provide hands-on guidance to advisor office staff on systems, workflows, and operating procedures during critical transition moments. • Advocate for the advisor and staff experience by identifying patterns, escalating obstacles, and driving resolution.

🎯 Requirements

• FINRA Series 7 and 66, or equivalent licensure. • 3+ years of proven experience leading or coordinating advisor onboarding or transition experiences within financial services. • 5+ years of experience working in a wealth management and brokerage environment, including advisor business models and administrative support structures. • 5+ years of previous experience partnering effectively with financial advisors, branch teams, and home-office stakeholders.

🏖️ Benefits

• 401K matching • health benefits • employee stock options • paid time off • volunteer time off