The AVP, Regional Administrative Manager leads employee affiliation branch office support staff, overseeing performance management, capacity planning, and career development. They act as a liaison between advisors and operations to drive continuous improvement and ensure exceptional client service.
The Client Service Associate provides administrative and operational support to advisors and clients, serving as the primary point of contact for inquiries and account maintenance. They are responsible for managing client documentation, preparing meeting materials, and ensuring branch operations comply with regulatory requirements.
The Business Development Consultant is responsible for driving sales by identifying and recruiting premium segment financial advisors from top global banks and wirehouses. They will manage the full sales cycle, from initial outreach to onboarding, while partnering with leadership to refine recruitment strategies.
The Transition Support Partner leads the transition process for new advisors, serving as a subject matter expert on LPL technology and operational best practices. They provide training, repapering support, and strategic guidance to ensure a seamless move of the advisor's book of business to LPL.
Lead and empower financial advisors within the independent employee channel to drive regional profitability and growth. Focus on advisor retention, recruitment, and the implementation of business growth strategies.
