Vice President, Regional Branch Manager

External

Lplfinancial · Remote

$300K–$350K/yrFull-timeRemoteToday

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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.

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-$341,445/year

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 over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions,

Vice President, Regional Branch Manager

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