Fort Mill, North Carolina, United States of America
Full Time
2 weeks ago
$76,735 - $127,823 USD
Visa Sponsor
Key skills
LeadershipMentoringCritical Thinking
About this role
Role Overview
Constructing and maintaining goals pertinent to the development of each individual’s career path.
Prioritizing one-on-one meetings and providing thorough, real-time coaching sessions with staff.
Supporting the Client Experience Manager to share operational NIGO key learnings.
Lead meetings to map out plans for overall accuracy of all department operations.
Mentoring and coaching team members to align them with leadership's vision while developing their skills and careers.
Assisting in modifying or creating advisor-facing performance metrics.
Sharing trends and pain points while with leadership and business partners in order to find solutions and pursue process improvements within the scope of the team and across departments.
Providing strategic insight and direction for evolving the commission payout of advisors.
Owning and supervising firm-wide, multi-department projects to build or enhance experience workflows related to the team and department.
Inspiring and leading initiatives that enhance the Advisor experience and positively impact the broader LPL organization.
Actively participating, supporting, and driving departmental and firm-wide projects.
Working closely in a POD structure with internal and external business partners to elevate and deliver greater value to advisors.
Assisting with operations recovery efforts through coordination of resources in order to resolve issues with aged requests, escalated issues, and other complex activities that degrade the advisor experience.
Liaising with internal partners to ensure promotion of Client Compensation projects and initiatives.
Proactively reviewing audit controls to ensure the team mitigates risk, removes redundant requirements, and increases transparency with internal and external audit partners.
Requirements
5+ years of experience leading and developing others
SIE and Series 99/Series 7 license (Ability to get required licensing in first 90 days of employment if you do not have it currently)
Leadership and motivational skills
Understanding of the advisor role
Ability to work with people in different areas and at all levels