AVP, Desk Manager

About the role

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

Requirements

• 3-5 years’ previous experience within the financial services industry
• Previous leadership experience preferred
• Positive, customer-focused attitude and demeanor with a 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 the effectiveness of the 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)

Pay

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.

Benefits

LPL offers a highly competitive Total Rewards package 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.