AVP, Regional Admin Manager (Financial Services)

Location: Remote California; travel of up to 40% throughout the year required

Salary: $108,974.00–$181,589.00 base salary per year

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with affiliation models, investment solutions, fintech tools, and practice management services.

What you will do

• Manage branch office support staff, including compensation, performance management, capacity planning, goal setting, and career development.
• Build a coaching, learning, and development culture focused on advisor satisfaction.
• Support hiring strategy for branch office support staff, including talent identification, onboarding, and retention.
• Drive continuous improvement across the branch administration function based on advisor needs.
• Coordinate advisor and client support with LPL service and operations teams, including oversight of complex and high-priority cases.
• Partner with the National Branch Manager on administrative program design, training, and implementation.

Requirements

• At least 2 years of brokerage or financial services industry knowledge.
• At least 2 years of financial services experience across both W-2 and 1099 advisor models.
• FINRA Series 7/66 licenses, or ability to complete them within 90 days.
• Strong branch operations, analytical, strategic planning, communication, and relationship management skills.
• Ability to lead work across multiple internal organizations and manage multiple projects independently.
• Ability to travel up to 40% throughout the year.

Nice to have

• Experience leading and collaborating across functional areas.
• FINRA Series 24, 9/10.
• Bachelor’s degree, preferably in Business, Accounting, or Finance.

Culture & Benefits

• Focus on integrity, client success, creativity, continuous improvement, and collaborative performance.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.

Hiring process

• LPL communicates with applicants directly through an @lplfinancial.com email address.
• Interviews are not conducted online or through chatroom forums, and applicants are not asked for payments or banking information.