Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? Do you have a successful track record and prior experience coaching, managing, and/or leading a team? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

This employment opportunity at Allen & Company in Lakeland, Florida would allow you to support Financial Advisors and support staff associated with LPL Financial. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping the people and families that look to Allen & Company for financial solutions.

Job Overview:

The Branch Administrative Manager will be responsible for leading our Allen & Company office support staff for the Linsco Employee Affiliation Model.

The Branch Administrative Manager will provide support to Allen & Company including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the day to day operations of the firm.

The successful candidate will be a self-starter with a strong branch operations background and proven ability to lead work efforts across multiple internal organizations.

Responsibilities:

• Directly manage the Client Service Associates and office support staff

• Strong ability to lead, empower and motivate employees through ambiguity and organizational change

• Support individual team members career development and goals by providing meaning feedback real-time and during monthly 1:1’s

• Lead performance management conversations and pay for performance compensation decisions

• Manage team schedules including but not limited to PTO requests, adherence to schedule and capacity planning in workforce management tool

• Fosters a culture of learning and development with a strong emphasis of coaching to the employee advisor experience

• Drive workflow efficiencies and professional development opportunities for the support staff

• Advocate and act as a liaison to our various Home Office departments, namely Operations and Service groups, on behalf of our Linsco Employee Affiliation Model

• Partner with the National Branch Admin Manager to lead branch office administrative projects and initiatives for Allen & Co

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:

• 2-3 years brokerage/financial services industry knowledge

• Being able to obtain FINRA Series 7/66 within first 180 days

• Experience collaborating with and leading individuals

• Experience working with Financial Advisors, Branch and Home Office support teams

• Strong knowledge and breadth of experience in financial services with background across both W2 advisor models

• Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment

• Demonstrated ability to establish productive relationships and interact effectively with business partners at all levels

Core Competencies:

• Strong customer focus

• Excellent verbal and written communication skills

• Extremely organized

Preferences:

• FINRA Series 24, 9/10

• Bachelor’s degree; preferably in Business, Accounting or Finance

#LI-EC

Pay Range:

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.

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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 (800) 877-7210.