Job Overview:As the manager of the Advisory & Product Consulting Desk, you will build and lead a team of professionals who support our clients via phone and email. The desk offers a knowledge base for questions regarding all that LPL offers for fee-based solutions including platforms, products, annuities, strategies and pricing. The manager of the desk has responsibility for training, developing, and engaging team members in a manner consistent with LPL Financial's values.
Responsibilities:- Act as a "Player Coach" and lead by example, with the ability to field advisor calls and emails directly when necessary
- Onboarding and training of new hires
- Embody the firm's mission and values by fostering a culture of engagement, diversity and inclusion
- Utilize principles of continuous improvement and advisor feedback to streamline and enhance team operating procedures
- Results focused, with a strong understanding of how to educate and reinforce
- Establishing, communicating and reporting on ongoing metrics and targets for team members
- Responsible for performance management and accountability of the overall team
- Conducting recurring team meetings and 1:1's with direct reports
- Develop strategic partnerships with other team leaders and departments across LPL as appropriate
- Responsible for working with department leadership on elements of the business and/or functional strategy implementation and management across department and company-wide functions or projects.
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: - 3-5 years' previous experience within the financial services industry
- Previous Leadership experience preferred
- Positive, customer-focused attitude and demeanor with desire to provide outstanding service
- Superior communications skills, both verbal and written, with the ability to cogently explain and discuss financial information to different audiences
- Desire to contribute to the success and growth of an organization
- Interest in continued development of analytics to measure effectiveness of team's efforts
- Proficiency in Microsoft Office Suite
- Financial industry or service-related certifications are a plus
- FINRA Series 7 and 66 strongly preferred (if not already held, passing exams to obtain licenses will be required soon after hiring)
#LI-PA
Pay Range: $103,515.00 - $172,525.00
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!
