AVP, Regional Admin Manager

🔥 13 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $109k - $181.6k / year

⏰ Full Time

🔴 Lead

👔 Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

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 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

🎯 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 • 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

🏖️ Benefits

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