Vice President – Regional Branch Manager

🕒 Setembro 24

🐎 Kentucky, Louisiana, +4 estados a mais – Remoto

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💵 $204.867 - $341.445 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

🦅 Patrocina Visto H1B

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👻 Score fantasma 1%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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LPL Financial

5001 - 10000 funcionários

Fundada em LPL Financial

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A LPL Financial é uma provedora líder de serviços de gestão de patrimônio, apoiando profissionais financeiros, instituições e investidores individuais. Com uma suíte abrangente de ferramentas e recursos, a LPL Financial permite que consultores construam seus negócios e ofereçam conselhos financeiros personalizados. Eles oferecem uma plataforma de gestão de patrimônio, serviços de consultoria, integração tecnológica, pesquisa de investimentos e suporte para crescimento orgânico e inorgânico para empresas e consultores. A LPL Financial também foca em investimentos sustentáveis e responsabilidade social, mantendo uma supervisão regulatória robusta.

Descrição

• Lead support for financial advisors in LPL's Linsco employee channel • Oversee regional profitability as the region grows to include multiple branches • Partner with advisors to create and implement business growth • Maintain high advisor retention and satisfaction • Support advisor recruitment by presenting the Employee Channel's mission and vision • Help transition new teams to LPL • Build and maintain strong advisor relationships while balancing model profitability • Report to the Divisional Director • Develop strategic roadmaps, milestones, operational metrics, and sustainable processes • Build, motivate, and develop strong teams at scale • Collaborate internally and externally to prioritize and support the channel

🎯 Requisitos

• 7+ years of branch experience in a branch manager, branch operations/service, or branch administration role • 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 collaboration and client experience skills • Experience in both a branch and home office strongly preferred • Experience as a branch manager and managing multiple offices preferred • Strong wealth management experience and a track record of recruiting and integrating advisors preferred • Ability to motivate employees, build teams, and drive outcomes • Strong interpersonal, communication, strategic thinking, problem-solving, decision-making, operational execution, talent management, advocacy, influencing, and change leadership skills • Strong gravitas and executive presence • Awareness of industry dynamics and best practices

🏖️ Benefícios

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Competitive LPL Total Rewards package

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