Lead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.
Job Overview:
*We are looking for individuals to support the East Coast*
The Regional Branch Administrative Manager will be responsible for leading employee affiliation branch office support staff. The Branch Administrative Manager will provide support to employee affiliation offices and teams 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 ongoing expansion of our national employee affiliation footprint.
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
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
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
Core Competencies:
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
Preferences:
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
#LPL-PA
Pay Range:
$99,086.00 - $165,109.00Actual 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!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
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.
EAC 5.19.26
Skills Required
- 2+ years of brokerage or financial services industry knowledge
- FINRA Series 7 and 66 licenses, or completion within 90 days
- 2+ years of financial services experience across W-2 and 1099 advisor models
- Ability to travel up to 40% throughout the year
- Strong branch operations background and ability to lead work across multiple internal organizations
- Strong customer focus, verbal and written communication, organization, analytical skills, strategic planning, and relationship management
- Ability to independently manage multiple concurrent projects in a fast-paced environment
- Experience collaborating with and leading individuals across functional areas
- Ability to establish productive relationships with business partners at all levels
- FINRA Series 24, 9, and 10 licenses
- Bachelor's degree, preferably in Business, Accounting, or Finance
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
