Admin Manager
LPL Financial(19 days ago)
About this role
The Admin Manager leads Client Service Associates for the Managed Support Team within LPL’s Employee Affiliation Model, overseeing centralized administrative operations that support Financial Advisors and their teams nationwide, including banks and credit unions. The role is oriented toward candidates with investment-focused branch management and brokerage operations experience who will support advisor affiliation models across the firm.
Required Skills
- Leadership
- Team Management
- Branch Operations
- Brokerage Operations
- Client Service
- Advisor Support
- Capacity Planning
- Process Improvement
- Performance Management
- Relationship Management
+2 more
Qualifications
- FINRA Series 7
- FINRA Series 66
- FINRA Series 24
- FINRA Series 9/10
- Bachelor’s Degree
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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