Note: The job is a remote job and is open to candidates in USA. LPL Financial is a wealth management firm supporting financial advisors and their practices. The Regional Administrative Manager will lead branch office support staff, coordinate advisor support, drive staff development and continuous improvement, and collaborate with internal business partners across the employee affiliation organization.
Responsibilities
- 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
Skills
- 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
- 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
- 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
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Company Overview
Company H1B Sponsorship