LPL Financial · 9 hours ago
AVP, Regional Administrative Manager
Massachusetts, United States
Full-time
Onsite
Mid Level
$99K/yr - $165K/yr
2+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. The Regional Branch Administrative Manager will lead employee affiliation branch office support staff, manage Client Service Associates, and collaborate with business partners to support the expansion of the national employee affiliation footprint.
FinanceFinancial Services
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
Qualification
Required
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
Preferred
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
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase