Manage branch office support staff, which includes, but not limited to, compensation and performance management, time management and capacity planning, goal setting, career development, etc.
Foster a culture of coaching, learning and development with a strong emphasis on skills and behaviors that contribute to advisor satisfaction.
Contribute to the development of the branch office support staff hiring strategy which aims to successfully identify, attract, onboard, and retain top talent.
Drive continuous improvement efforts within the branch admin vertical based upon evolving advisor needs.
Act as liaison between advisors and LPL service and operations; advocate for advisor and client needs, overseeing and supporting case managers dedicated to resolving complex and high priority issues.
Execute on support staff training programs focused on skill advancement and career progression; help to identify and implement program improvements informed by advisor and staff feedback.
Partner with the National Branch Manager on the admin vertical program design strategy and
implementation
What are we looking for?
We want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment , are client-focused , team oriented , and are able to execute in a way that encourages creativity and continuous improvement .
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
Core Competencies:
Self-starter with a strong branch operations background and proven ability to lead work efforts across multiple internal organizations
Strong customer focus, excellent verbal and written communication skills and extremely organized
Strong analytical, strategic planning skills and relationship management skills
Proven ability to independently and efficiently manage multiple projects concurrently in a fast- paced environment
Preferences:
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
Bachelor's degree; preferably in Business, Accounting or Finance
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Pay Range:
$99,073-$165,122/year
Company Overview:
At LPL, independence means that advisors and institution leaders have
Benefits
Health insurance401(k)Remote work optionsEquity / stock options
Additional Information
Lead with Purpose, Unlock Your Team's Passion
At LPL, people leaders hold the key to the employee experience - shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win - clients, LPL, and most importantly our, employees.
If you're ready to lead with intention and discover what's possible, LPL Financial invites you to apply today.
Job Overview:
We are seeking candidates located in the Mid‑Atlantic and West Coast regions.
The Regional Branch Administrative Manager will be responsible for leading employee affiliation branch office support staff. The Branch Administrative Manager will provide support to employee affiliation offices and teams including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint.
Lplfinancial · Remote