Vice President – Regional Branch Manager

🕒 September 24

🐎 Kentucky, Louisiana, +4 more states – Remote

🐎 Kentucky – Remote ⚜️ Louisiana – Remote 🌪️ Oklahoma – Remote 🎸 Mississippi – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote

💵 $204.9k - $341.4k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

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