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Admin Manager, MAM

External
lplfinancial logoLplfinancial · Remote
Full-timeRemote2w ago
Capacity PlanningLeadershipStrategic Planning
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Responsibilities

  • Provide day-to-day leadership and direct management of Client Service Associates.
  • Partner with internal teams to advance operational excellence and support the expansion of the Employee Affiliation Model.
  • Drive adoption of scalable processes and best practices that align with the direction of the Employee Model.
  • Manage team capacity planning to ensure consistent service coverage.
  • Support associate development through timely feedback, monthly 1:1s, and alignment to career goals.
  • Motivate and lead through organizational change, fostering a resilient and adaptable team culture.
  • Promote a culture of coaching, learning, and excellence with a focus on advisor and client experience.
  • Lead performance management and compensation discussions aligned with pay-for-performance principles.
  • Lead administrative initiatives and projects that support our Employee Advisor teams.
  • Identify opportunities to improve workflows, increase efficiencies, and streamline support models.
  • Contribute to hiring efforts and talent development strategies to build and retain a top-performing support team.
  • What are we looking for?

Requirements

  • FINRA Series 7 and Series 66 within 120 days
  • 2+ years of experience working with Financial Advisors, Branch and Home Office support teams
  • 2+ years brokerage/financial services industry knowledge
  • Preferences:
  • FINRA Series 24, 9/10
  • Bachelor's degree; preferably in Business, Accounting or Finance
  • Demonstrated experience in effectively leading and managing teams
  • Strong customer focus, excellent verbal and written communication skills and extremely organized
  • Strong analytical, strategic planning skills and relationship management skills
  • #LPL-PA
  • Pay Range:
  • $75,190.00 - $125,248.00
  • Company Overview:
  • At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a th

Benefits

Health insurance401(k)Equity / 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: *This role will align with West Coast working hours* We are seeking a dynamic and experienced Administrative Manager to lead the Client Service Associates for our Managed Programs Team within the Employee Affiliation Model. This key leadership role is responsible for overseeing centralized administrative operations and ensuring exceptional support is delivered to Financial Advisors and their teams nationwide. The ideal candidate is a self-starter with a deep understanding of LPL operations and proven success managing support teams in a fast-paced financial services environment. Experience with both W-2 and 1099 advisor models is strongly preferred, as is the ability to lead cross-functional initiatives and support firm-wide programs. If you are passionate about operational leadership and building high-performing administrative teams, we invite you to help shape the future of advisor support in our growing employee affiliation model.


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Admin Manager, MAM at Lplfinancial