Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
The AVP – Branch Administrative Manager will be responsible for leading our Linsco Branch office support staff for the Linsco Employee Affiliation Model.
The Branch Administrative Manager will provide support to Linsco 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 Linsco footprint.
Lead branch office administrative projects and initiatives for our Linsco advisor teams
Directly manage the Client Service Associates and office support staff
Advocate and act as a liaison to our various Home Office departments, namely operations and service groups, on behalf of our Linsco Employee Affiliation Model
Partner with the National Branch Manager in the program design and leadership of our Client Services Associate Teams
Drive workflow efficiencies and professional development opportunities for the support staff
Establish and manage framework to assess evolving advisor needs and drive continuous improvement of the channel operating model
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.
2-3 years brokerage/financial services industry knowledge
FINRA Series 7/66
Experience working with Financial Advisors, Branch and Home Office support teams
Having a strong knowledge and breadth of experience in financial services with background across both W2 and 1099 advisor models
Experience collaborating with and leading individuals across functional areas
Demonstrated ability to establish productive relationships and interact effectively with business partners at all levels
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
FINRA Series 24, 9/10
Bachelor’s degree; preferably in Business, Accounting or Finance
$97,760-$146,640/yearThe salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it’s like to work at LPL? Watch this!
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.