Regional Admin Manager: Lead Branch Support & Growth

LPL Financial; Rhode Island; On-site; USD 99,000 - 165,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial invites you to apply for the Regional Branch Administrative Manager role on the East Coast. You will lead branch office support staff, manage Client Service Associates, and coordinate advisor support across service and operations teams.

You will drive hiring, training, and program design in collaboration with the National Branch Manager to support advisor and client needs. A strong focus on coaching, development, and performance enables growth and excellence.

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.
• Ability to travel up to 40% throughout the year.

Responsibilities

• 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 emphasis on skills and behaviors that contribute to advisor satisfaction.
• Contribute to branch office support staff hiring strategy to identify, attract, onboard, and retain top talent.
• Drive continuous improvement within the branch admin vertical based on evolving advisor needs.
• Act as liaison between advisors and LPL service and operations; advocate for advisor and client needs, overseeing case managers.
• Execute staff training programs focused on skill advancement and career progression; identify program improvements from feedback.
• Partner with the National Branch Manager on admin vertical program design strategy and implementation.

Skills

Branch operations

Customer focus

Communication skills

Project management

Analytical thinking

Relationship management

Education

Bachelor’s degree in Business, Accounting or Finance

Job description

LPL Financial invites you to apply for the Regional Branch Administrative Manager role on the East Coast. You will lead branch office support staff, manage Client Service Associates, and coordinate advisor support across service and operations teams.

You will drive hiring, training, and program design in collaboration with the National Branch Manager to support advisor and client needs. A strong focus on coaching, development, and performance enables growth and excellence.