
5001 - 10000 employés
Fondée en LPL Financial
💼 Conseil
🛡️ Assurance
💸 Finance
Consulting • Insurance • Finance
LPL Financial est un leader dans la fourniture de services de gestion de patrimoine, soutenant les professionnels de la finance, les institutions et les investisseurs privés. Avec une suite complète d'outils et ressources, LPL Financial permet aux conseillers de développer leurs activités et de fournir des conseils financiers personnalisés. Ils offrent une plateforme de gestion de patrimoine, des services de conseil, une intégration technologique, une recherche en investissement, et un soutien pour la croissance organique et inorganique des entreprises et des conseillers. LPL Financial se concentre également sur l'investissement durable et la responsabilité sociale tout en maintenant une surveillance réglementaire rigoureuse.
🕒 il y a 16 jours
🏄 California – Distant
💵 $108 974 - $181 589 / an
⏰ Temps Plein
🔴 Expert
👔 Manager
🦅 Parrain de Visa H1B
👻 Score fantôme 0%
🗣️🇺🇸🇬🇧 Anglais requis
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5001 - 10000 employés
Fondée en LPL Financial
💼 Conseil
🛡️ Assurance
💸 Finance
Consulting • Insurance • Finance
LPL Financial est un leader dans la fourniture de services de gestion de patrimoine, soutenant les professionnels de la finance, les institutions et les investisseurs privés. Avec une suite complète d'outils et ressources, LPL Financial permet aux conseillers de développer leurs activités et de fournir des conseils financiers personnalisés. Ils offrent une plateforme de gestion de patrimoine, des services de conseil, une intégration technologique, une recherche en investissement, et un soutien pour la croissance organique et inorganique des entreprises et des conseillers. LPL Financial se concentre également sur l'investissement durable et la responsabilité sociale tout en maintenant une surveillance réglementaire rigoureuse.
• 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
• 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
• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Competitive LPL Total Rewards package
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👔 Manager
🦅 Parrain de Visa H1B
🗣️🇺🇸🇬🇧 Anglais requis