Product Manager – Lending and Banking Services
MassMutual
Vice President – Regional Branch Manager
LPL Financial
full-time
Posted on:
Origin: • 🇺🇸 United States • Idaho, Montana, Oregon, Washington, Wyoming
Visit company websiteSalary
💰 $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
