Vice President, Regional Branch Manager

Posted Sep 24

This is a fully remote position, open to applicants in Alabama, +7 more states.

πŸ“‹ Description

β€’ Assist financial advisors within LPL's Linsco employee channel.

β€’ Drive regional profitability and growth across various branches.

β€’ Collaborate with advisors to develop and execute business growth strategies.

β€’ Ensure high levels of advisor retention and satisfaction.

β€’ Aid in advisor recruitment by articulating the mission and vision of the Employee Channel.

β€’ Facilitate the transition of new teams to LPL.

β€’ Establish and nurture robust advisor relationships while maintaining model profitability.

β€’ Report directly to the National Branch Manager.


⛳️ Requirements

β€’ Over 7 years of experience in branch management, branch operations/service, or branch administration.

β€’ A bachelor's degree is required.

β€’ Possession of Series 7, 66, 9, and 10 licenses.

β€’ More than 10 years of experience in the financial services sector.

β€’ Willingness to travel to branch locations as necessary.

β€’ Strong skills in collaboration and client engagement.

β€’ Demonstrated strategic agility and critical thinking abilities.

β€’ Proficient in problem-solving and decision-making.

β€’ Expertise in operational execution and process development.

β€’ Capable of talent management and team-building.

β€’ Ability to collaborate both internally and externally.

β€’ Significant experience in wealth management with a proven record of recruiting and integrating advisors.

β€’ Excellent interpersonal, written, oral, presentation, and visual communication skills.

β€’ Proven ability to influence at all levels and lead organizational change.

β€’ Awareness of industry dynamics and best practices.


🏝️ Benefits

β€’ 401K matching.

β€’ Health benefits.

β€’ Employee stock options.

β€’ Paid time off.

β€’ Volunteer time off.

β€’ Competitive LPL Total Rewards package.

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