Vice President, Regional Branch Manager

Responsibilities

• Partner with advisors to create and implement business growth
• Maintaining high advisor retention and satisfaction.
• Supporting the recruitment of advisors by selling them on the mission and vision of the Employee Chanel. Helping transition the new teams to LPL.
• Building and maintaining strong advisor relationships while at the same time balancing this against the profitability of the model.
• What are we looking for?

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
• Core Competencies:
• Strategic Agility: Approaches strategy with an entrepreneurial mindset. Uses critical thinking to increase the value proposition that translates into market advantages.
• Problem solving and Decision making: Focuses on customer-centric process that frames the right hypothesis. Uses human-centric design thinking to work back from the customer experience. Develops a fact base to inform solutions.
• Operational Execution : Develops roadmaps, milestones and operational metrics that align with anecdotal evidence. Communicates the journey and uses iterative cycles at pace to support continuous learning and improve outcomes . Sets a high bar for results through repeatable, sustainable processes.
• Talent Management: Reputation for building strong, motivated teams at scale with the ability to recruit top professionals, attract followers and develop top talent.
• Advocacy: Ability to collaborate internally and externally to ensure the channel is a top priority with internal peers so that it receives the focus and attention it needs to be successful.
• Preferences:
• 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, with the ability to build trust and respect while at the same time being able to maintain the integrity of the model
• A highly strategic thinker, with the ability to assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus.
• Strong communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as a recognized subject matter expert, as well as the ability to frame complex issues visually.
• Demonstrated ability to influence at all levels and lead change.
• Strong gravitas and executive presence
• Awareness of industry dynamics and best practices
• Total Target Compensation: $300,000-$350,000
• #LI-PA
• Pay Range:
• $204,867.00 - $341,445.00
• 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

Benefits

Additional Information

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. Job Overview: *We are seeking individuals based in either New Jersey or Pennsylvania to support the Northeast U.S. territory.* We are seeking a Field Leader to support and empower Commonwealth professionals in achieving their success. This role will serve as a key leader in supporting financial advisors within our independent employee channel for LPL, including driving the profitability of a region that will expand to encompass multiple branches. The ideal candidate will have a strong understanding of the W2 advisor model and a passion for supporting succession planning strategies.

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