AVP, Transitions Administrative Manager

LPL Financial

. Lead and coordinate the administrative transition experience end‑to‑end, serving as a trusted partner to advisors and internal teams while driving consistency, clarity, and quality across transitions.

Posted 4/23/2026full-timeRemote • 🇺🇸 United StatesLead💰 $99,073 - $165,122 per yearWebsite

About the role

Key responsibilities & impact

Lead and coordinate the administrative transition experience end‑to‑end, serving as a trusted partner to advisors and internal teams while driving consistency, clarity, and quality across transitions.
Act as the connective tissue across stakeholders ensuring the experience is aligned, proactive, and executed with precision.
Build strong, trusted relationships with advisors and their teams, delivering calm, solution‑oriented leadership during high‑stakes and complex transitions.
Partner with Regional Branch Managers and People Business Partners to assess practice structure, staffing needs, and onboarding readiness for each transition.
Provide hands‑on guidance to advisor office staff on systems, workflows, and operating procedures during critical transition moments.
Advocate for the advisor and staff experience by identifying patterns, escalating obstacles, and driving resolution across stakeholders.
Use data, feedback, and transition outcomes to recommend process and workflow improvements that enhance efficiency and long‑term advisor success.

Requirements

What you’ll need

FINRA Series 7 and 66, or equivalent licensure.
3+ years of proven experience leading or coordinating advisor onboarding or transition experiences within financial services.
5+ years of experience working in a wealth management and brokerage environment, including advisor business models and administrative support structures.
5+ years of previous experience partnering effectively with financial advisors, branch teams, and home‑office stakeholders.

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive salary

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

advisor onboardingtransition managementprocess improvementworkflow optimizationdata analysis

Soft Skills

leadershiprelationship buildingcommunicationproblem-solvingcollaboration

Certifications

FINRA Series 7FINRA Series 66