Regional Admin Leader — Grow Teams, Elevate Office Ops

LPL Financial; California; On-site; USD 109,000 - 182,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an AVP, Regional Administrative Manager to lead branch office support staff and coordinate advisor support across our national footprint. This role emphasizes coaching, performance management, and talent development to sustain growth.

Responsibilities include hiring strategy, staff development, and cross-functional collaboration with service and operations teams to meet advisor and client needs while expanding the employee affiliation footprint.

Qualifications

• 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.

Responsibilities

• Manage branch office support staff, compensation and performance management, time management and capacity planning, goal setting, career development.
• Foster a culture of coaching, learning and development with emphasis on advisor satisfaction.
• Contribute to branch office support staff hiring strategy to attract, onboard, and retain top talent.
• Drive continuous improvement in the branch admin vertical based on evolving advisor needs.
• Act as liaison between advisors and LPL service and operations; oversee case managers for complex issues.
• Execute training programs for support staff focused on skill advancement and career progression.
• Partner with the National Branch Manager on admin vertical program design strategy and implementation.

Skills

Branch operations leadership

People coaching & development

Talent acquisition strategy

Stakeholder collaboration

Travel readiness

Education

Bachelor’s degree in Business/Accounting/Finance

Job description

LPL Financial is seeking an AVP, Regional Administrative Manager to lead branch office support staff and coordinate advisor support across our national footprint. This role emphasizes coaching, performance management, and talent development to sustain growth.

Responsibilities include hiring strategy, staff development, and cross-functional collaboration with service and operations teams to meet advisor and client needs while expanding the employee affiliation footprint.