Institution Services Managed Affiliation, Admin Solutions Manager

As part of LPL’s Institution Services Managed Affiliation team within the Field Management Team, the Admin Solutions Manager will be the front line leader.  You will provide daily support and guidance to a team of Admin Solutions Consultants while managing relationships with advisors and our internal partners. Knowledge of LPL, leadership qualities, adaptability, and comfort with change and ambiguity will be key success factors for this position. The group is staffed by experienced team members that are well versed in advisor support and operations. The manager is responsible for the team's performance, advisor satisfaction as well as maintaining a successful relationship with all internal partners.

Responsibilities:

Program Development:

• Contribute to the development of the Admin for Managed Program
• Coordinate with Linsco partners on requirements and enhancements
• Until further notice, manage admin capacity allocation and pairing requests

Team Development:

• Conduct daily huddles via WebEx to ensure consistent communication with team
• Provide regular coaching to ensure satisfaction
• Ensure implementation and adherence to SOPs
• Act as a resource for staff by answering questions and following up on complex issues
• Identify and implement proactive measures to ensure Admins can meet organizations goals
• Identify trends and areas for improvement for staff and program
• Coordinate with internal partners to ensure consistent implementation
• Monitor Admin calls and emails

Relationship Management:

• Connect as needed with advisors assigned to your Admins
• Embrace advisor feedback and seek to identify ways to improve advisor experience
• Connect weekly with internal Managed Program partners
• Regularly exercise discretion and business judgment

Staff Management:

• Ensure staff are adhering to assigned shifts and completing work in a timely manner
• Manage vacation requests and review timecards for accuracy
• Write and deliver performance reviews, and employee goals
• Interview and make staffing decisions for hiring as needed, in coordination with AVP
• Provide strong, compassionate, and visible leadership which foster positive attitudes and trust among employees and our advisors

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.

Requirements:

• Previous leadership experience
• 3 + years of financial services experience
• Strong oral and written communication skills and the ability to work independently
• Must identify problems and implement solutions in a team environment
• Proven ability to motivate and encourage others
• Proven ability to work successfully as a part of a team
• Comfort with giving and receiving feedback from all levels
• Prior experience working with data/team analytics a plus
• Experience working with financial advisors
• FINRA licensed or willingness to get fully registered (SIE, 7, 63 & 65)
• Ability to travel 30%-40%

Preferences:

• 1+ years of LPL experience
• Experience with employee-based advisor relationships

Pay Range:

$76,700-$127,800/year
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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 (855) 575-6947.

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