About this role

Provide day-to-day leadership and direct management of Client Service Associates.
Partner with internal teams to advance operational excellence and support the expansion of the Employee Affiliation Model.
Drive adoption of scalable processes and best practices that align with the direction of the Employee Model.
Manage team capacity planning to ensure consistent service coverage.
Support associate development through timely feedback, monthly 1:1s, and alignment to career goals.
Motivate and lead through organizational change, fostering a resilient and adaptable team culture.
Promote a culture of coaching, learning, and excellence with a focus on advisor and client experience.
Lead performance management and compensation discussions aligned with pay-for-performance principles.
Lead administrative initiatives and projects that support our Employee Advisor teams.
Identify opportunities to improve workflows, increase efficiencies, and streamline support models.
Contribute to hiring efforts and talent development strategies to build and retain a top-performing support team.

FINRA Series 7 and Series 66 within 120 days
2+ years of experience working with Financial Advisors, Branch and Home Office support teams
2+ years brokerage/financial services industry knowledge

Admin Manager

Key skills