
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.
🕒 August 28
🌲 North Carolina, South Carolina, +2 more states – Remote
💵 $99.1k - $165.1k / year
⏰ Full Time
🔴 Lead
👔 Manager
🦅 H1B Visa Sponsor
👻 Ghost score 22%
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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.
• Lead employee affiliation branch office support staff • 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 coaching, learning, and development focused on advisor satisfaction • Contribute to branch office support staff hiring strategy, including identifying, attracting, onboarding, and retaining talent • Drive continuous improvement within the branch admin vertical based on evolving advisor needs • Liaise between advisors and LPL service and operations • Advocate for advisor and client needs and oversee 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 and implementation
• 2+ years brokerage/financial services industry knowledge • FINRA Series 7/66 or completion of licenses within 90 days • 2+ years of financial services experience 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 • Strong analytical and strategic planning skills • Relationship management skills • Ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment • Experience collaborating with and leading individuals across functional areas • 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
Apply Now🕒 August 28
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