LPL Financial · 6 hours ago
Admin Manager
Oregon, United States
Full-time
Onsite
Mid, Senior Level
$83K/yr - $138K/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 Admin Manager will lead the Client Service Associates for the Managed Support Team, overseeing centralized administrative operations and ensuring exceptional support is delivered to Financial Advisors and their teams nationwide.
FinanceFinancial Services
Responsibilities
Provide day-to-day leadership and direct management of Client Service Associates (CSAs) and Support Staff across branch offices
Serve as an advocate for assigned offices and navigate offices through the intricate details of LPL policies/procedures
Partner with internal teams to advance operational excellence and support the expansion of the Employee Affiliation Model
Drive adoption of scalable processes and best practices that align with the direction of the Managed Affiliation Admin Organization
Manage team capacity planning to ensure consistent service coverage
Support associate development through timely feedback, monthly 1:1s, and alignment to career goals
Motivate and lead through organizational change, fostering a resilient and adaptable team culture
Promote a culture of coaching, learning, and excellence with a focus on advisor and client experience
Lead performance management and compensation discussions aligned with pay-for-performance principles
Act as a liaison between branch teams and Home Office partners, advocating for needs and delivering solutions
Lead administrative initiatives and projects that support our Employee Advisor teams
Identify opportunities to improve workflows, increase efficiencies, and streamline support models
Contribute to hiring efforts and talent development strategies to build and retain a top-performing support team
Qualification
Required
FINRA Series 7 and Series 66 or ability to obtain within 120 days
2+ years of experience supporting Financial Advisors in a branch or investment office setting
2+ years brokerage/financial services industry knowledge
Preferred
FINRA Series 24, 9/10
Bachelor's degree; preferably in Business, Accounting or Finance
Demonstrated experience leading branch operations or investment support teams
Strong customer focus, excellent verbal and written communication skills and extremely organized
Strong analytical, strategic planning skills and relationship management skills
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
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