Texas Licensed Administrative Manager

Job Summary

Leading the Client Service Associates for the Managed Programs Team, the full-time Texas Licensed Administrative Manager will oversee centralized administrative operations, ensuring exceptional support for Financial Advisors while aligning with West Coast working hours.

Key responsibilities:

• Provide day-to-day leadership and management of Client Service Associates
• Drive adoption of scalable processes and best practices to enhance operational excellence
• Support associate development through feedback and alignment to career goals

Required qualifications:

• FINRA Series 7 and Series 66 within 120 days
• 2+ years of experience working with Financial Advisors and support teams
• 2+ years of brokerage/financial services industry knowledge
• Demonstrated experience in effectively leading and managing teams
• Bachelor's degree; preferably in Business, Accounting, or Finance