LPL Financial logo
LPL Financial

We take care of our advisors, so they can take care of their clients.

Mgr, Supervision Advisor Communication

Community ManagerCommunity ManagerFull TimeRemoteMid LevelTeam 5,001-10,000Since LPL FinancialH1B SponsorCompany SiteLinkedIn

Location

United States

Posted

58 days ago

Salary

$81.3K - $135K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Mgr, Supervision Advisor Communication

LPL Financial

Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees. If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today. Responsibilities: - Support and manage processes focused on reviewing marketing materials for existing offices with LPL Financial, Employee Advisors and Home Office Employees. - Support and manage a high capacity team focused on multiple disciplines of supervision functions applying FINRA 2210 and SEC Marketing Reglations - Quickly resolve escalations from business partners across the firm - Conduct performance reviews with team members - Provide coaching & help with employee growth aspirations - Interact with advisors, business consultants and various internal departments as well as senior levels of management in fully evaluating and communicating review determination, as well as, coordination of special projects and investigations - Work with assigned business units and provide supervisory expertise and consulting for projects and initiatives - Assist with regulatory exams and requests as well as assist with other internal investigations and reviews - Perform other duties and complete ad hoc projects as assigned What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: - 3+ years of prior financial services and advertising/marketing compliance review experience - Prior experience in a client-facing role - Confident on the phone, able to break down complex topics, and ask thoughtful, open‑ended questions - Demonstrated knowledge of FINRA, SEC, and State rules and regulations - Licensing Requirement: Series 7, 24 Core Competencies: - Ability to manage work in a fast-paced, high-volume environment with schedule flexibility as business needs require. - Demonstrated capability in customer engagement, collaboration, time management, organization, and clear oral and written communication. - Ability to handle multiple tasks simultaneously, maintain attention to detail, identify issues, and ensure appropriate follow-up - Experience working in Microsoft Excel, Word, and PowerPoint. - Ability to deliver customer support and communication effectively with individuals across multiple levels of the organization. Preferences: - Licensing: 66 (or 63 and 65) - Bachelor's Degree Pay Range: $81,267-$135,445/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? - Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! - Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! - Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! - Impactful Work: Our size is just right for you to make a real impact. Learn more here! - Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! - Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! - Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC12.9.25

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Presbyterian Healthcare Services logo

Senior Program Manager - Community Health

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Presbyterian exists to improve the health of the patients, members and communities we serve. Since 1908.

Full TimeRemoteTeam 10,001+Since 1908H1B Sponsor

Title: Senior Program Manager - Community Health Location: Remote Workers New Mexico Job Description: Location Address: Remote Office
Santa Fe, NM 87501
 Compensation Pay Range: Minimum Offer $67,100.80
Maximum Offer $102,460.80
 Summary: This position is solely responsible for managing the design, development, and implementation of community health initiatives to improve population health outcomes for our patients, members and communities. Accountable for collaboration and engagement methodologies with extensive community, public health, and population health relationships. This position will lead and participate in multi-disciplinary engagement teams which leverage integration to maximize results while also weighing the practical considerations and potential barriers that exist when implementing programs in clinical and diverse community settings. How you grow, learn and thrive matters here. • Educational and career development options, including tuition and certification reimbursement, scholarship opportunities • Staff Safety (a wearable badge that allows nurses to quickly and discreetly call for help when safety is a concern) • Differentials for night/weekend shifts, higher education, certifications and various lead roles (for eligible positions) • Malpractice liability insurance • Loan forgiveness through the  New Mexico Higher Education Department  • EPIC electronic charting system 

Type of Opportunity: Full time
FTE: 1.00
Job Exempt: Yes
Work Shift: Days (United States of America)
 Responsibilities: - Leads, coordinates, and sustains Presbyterian community health initiatives, ensuring alignment with organizational goals and community needs. - Promotes a systemwide community health approach, dynamically selecting, prioritizing, and redirecting initiatives while building organizational capacity for innovation, best practices, and knowledge transfer. - Develops and deploys strategies that align practitioners, providers, and community partners with new community–clinical linkage models to improve population health. - Engages, influences, and collaborates with internal leaders (executives, service lines, PCMH, PMG providers) and external stakeholders (network providers, government entities, community organizations). - Manages complex community health programs from planning and design through implementation, evaluation, reporting, and continuous improvement. - Identifies community health needs and relevant initiatives, supports outreach and engagement strategies, and participates on community councils and boards representing Presbyterian. - Ensures financial and operational performance of community health initiatives, identifies grant opportunities, develops proposals, tracks deliverables, and presents outcomes to senior leadership. - Coordinates communication strategies for internal and external stakeholders and supports data management planning, including data collection, databases/EHRs, privacy, and reporting. - Provides technical and user support for program data systems (Epic, Salesforce, closed-loop referral platforms), gathers and analyzes metrics, and delivers research, analytical insights, and recommendations. - Supports frontline workers and may provide direct patient assistance as needed, while performing additional duties that advance community health goals. - Other duties as assigned Qualifications: - Bachelors degree in public health; community health; public administration, education or related field required. Masters degree preferred, but not required based upon relevant experience. - Seven or more years of relevant industry specific experience demonstrating strong leadership skills and a proven ability to facilitate cross-functional teams. - Experience facilitating diverse community-based groups to foster partnerships. - Strong research competencies, written and oral communication. - Computer knowledge to include Windows, word-processing and database systems. - Requires detailed knowledge of population health and public health research and interventions, including the interpretation of data - Data management and insight reporting, preferably experience with Electronic Health Records We're all about well-being, starting with yours. Presbyterian employees have access to a fun, engaging and unique wellness program, including free on-site and community-based gyms, nutrition coaching and classes, mindfulness and meditation resources, wellness challenges and more. Learn more about our employee benefits. About Presbyterian Healthcare Services Presbyterian exists to improve the health of patients, members, and the communities we serve. We are locally owned, not-for-profit healthcare system of nine hospitals, a statewide health plan and a growing multi-specialty medical group. Founded in New Mexico in 1908, we are the state's largest private employer with nearly 14,000 employees - including more than 1600 providers and nearly 4,700 nurses. Our health plan serves more than 580,000 members statewide and offers Medicare Advantage, Medicaid (Centennial Care) and Commercial health plans. AA/EOE/VET/DISABLED. PHS is a drug-free and tobacco-free employer with smoke free campuses. Compensation Disclaimer The compensation range for this role takes into account a wide range of factors, including but not limited to experience and training, internal equity, and other business and organizational needs. We're Determined to Support New Mexico's Well-Being | Presbyterian Healthcare Services

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