Note: The job is a remote job and is open to candidates in USA. LPL Financial is a rapidly growing wealth management firm seeking a leader to enhance the administrative transition experience for financial advisors. This role involves coordinating advisor transitions, ensuring a seamless and personal experience while managing relationships with various stakeholders throughout the onboarding process.

Responsibilities

• Lead the day‑to‑day orchestration of transitions for Admin Management team by proactively managing timelines, requirements, dependencies, and risks to ensure smooth execution
• Build strong, trusted relationships with advisors and their teams, delivering calm, solution‑oriented leadership during high‑stakes and complex transitions
• Partner with Regional Branch Managers and People Business Partners to assess practice structure, staffing needs, and onboarding readiness for each transition
• Provide hands‑on guidance to advisor office staff on systems, workflows, and operating procedures during critical transition moments
• Serve as the primary administrative leader and point of contact for advisor transitions for the Field, coordinating closely with Business Transitions, Field Management, and cross‑functional partners throughout the transition lifecycle
• Advocate for the advisor and staff experience by identifying patterns, escalating obstacles, and driving resolution across stakeholders
• Strengthen consistency and quality across transitions by reinforcing repeatable best practices and continuously refining how the experience is delivered
• Ensure clean, well‑coordinated handoffs to Business-as-Usual Administrative Managers, supporting continuity of service and post‑transition stabilization
• Use data, feedback, and transition outcomes to recommend process and workflow improvements that enhance efficiency and long‑term advisor success
• Support capacity needs by managing or assisting with a reduced BAU territory or partnering with existing Regional Administrative Managers as needed

Skills

• FINRA Series 7 and 66, or equivalent licensure
• 3+ years of proven experience leading or coordinating advisor onboarding or transition experiences within financial services
• 5+ years of experience working in a wealth management and brokerage environment, including advisor business models and administrative support structures
• 5+ years of previous experience partnering effectively with financial advisors, branch teams, and home-office stakeholders
• Exceptional organizational skills with the ability to manage multiple priorities and complex timelines with attention to detail
• Advanced communication and interpersonal skills, with the ability to build trust and influence across diverse stakeholders
• Strong problem-solving and decision-making capabilities, particularly in fast-paced or high-stakes situations
• Demonstrated professionalism with a high standard for confidentiality, integrity, and ethical conduct
• 5+ years of experience in the brokerage or financial services industry
• Prior experience in office management, operations leadership, or administrative team oversight
• Bachelor's degree in Business, Finance, Accounting, or a related field
• FINRA Series 24 or 9/10
• Proficiency with standard business and office technology tools

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off

Company Overview

Company H1B Sponsorship