This role provides leadership and support to financial advisors within the Linsco employee channel, focusing on regional profitability and business growth. Responsibilities include recruiting new advisors, managing advisor relationships, and ensuring high levels of satisfaction and retention.
The role involves providing comprehensive administrative and operational support to financial advisors while serving as the primary point of contact for clients. Responsibilities include managing account documentation, facilitating onboarding, and ensuring compliance with firm policies and regulatory requirements.
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 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.
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.
