As part of LPL’s newly established Linsco Team within Business Solutions, 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 Linsco 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 Linsco 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)
Preferences:
Pay Range:
$73,000.00 - $121,600.00
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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it’s like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? 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.
