LPL Financial

AVP, Regional Administrative Manager

LPL Financial

full-time

Posted on:

Location Type: Remote

Location: New Jersey • New York • United States

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Salary

💰 $99,073 - $165,122 per year

Job Level

Lead

About the role

  • Manage branch office support staff, including compensation and performance management, time management and capacity planning, goal setting, and career development
  • Foster a culture of coaching, learning, and development with a strong emphasis on skills and behaviors contributing to advisor satisfaction
  • Contribute to the development of the branch office support staff hiring strategy
  • Drive continuous improvement efforts within the branch admin vertical based upon evolving advisor needs
  • Act as a liaison between advisors and LPL service and operations, advocating for advisor and client needs
  • Execute on support staff training programs focused on skill advancement and career progression
  • 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
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
performance managementtime managementcapacity planninggoal settingcareer developmentcoachinglearningcontinuous improvementadvocacytraining
Certifications
FINRA Series 7FINRA Series 66