LPL Financial

Vice President – Regional Branch Manager

LPL Financial

full-time

Posted on:

Location: Idaho, Montana, Oregon, Washington, Wyoming • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Salary

💰 $198,900 - $331,500 per year

Job Level

Lead

About the role

  • Play a key leadership role in the support of financial advisors in the Linsco employee channel for LPL
  • Drive profitability of the region which will grow to include multi-branches
  • Partner with advisors to create and implement business growth
  • Maintain high advisor retention and satisfaction
  • Support the recruitment of advisors by selling them on the mission and vision of the Employee Channel
  • Help transition new teams to LPL
  • Build and maintain strong advisor relationships while balancing profitability of the model
  • Report into the National Branch Manager
  • Provide comprehensive understanding and oversight of the W2 advisor model
  • Travel to branch offices as needed

Requirements

  • 7+ years of branch experience either in a role of branch manager, branch operations/service or branch administration
  • Bachelor's degree
  • Series 7, 66, 9, and 10
  • 10 years+ of financial services experience
  • Willingness to travel to branch offices as needed
  • Comprehensive understanding of the W2 advisor model
  • Strong collaborators who deliver exceptional client experiences
  • Strategic Agility: entrepreneurial mindset and critical thinking
  • Problem solving and Decision making: human-centric design thinking and fact-based solutions
  • Operational Execution: develops roadmaps, milestones and operational metrics
  • Talent Management: ability to recruit top professionals and develop talent
  • Advocacy: ability to collaborate internally and externally
  • Experience in both a branch and home office strongly preferred
  • Experience as a branch manager and managing multiple offices is preferred
  • Strong wealth management experience and a track record of bringing on recruits and integrating them into a new firm
  • Ability to motivate employees, build teams and drive outcomes
  • Strong interpersonal skills, ability to build trust and respect while maintaining model integrity
  • Highly strategic thinker, able to assess complex problems and maintain execution focus
  • Strong communication skills, written and oral, with ability to present to senior leadership
  • Demonstrated ability to influence at all levels and lead change
  • Strong gravitas and executive presence
  • Awareness of industry dynamics and best practices