Vice President, Regional Branch Manager
About The Position
This role will be based in our Burlington, MA office, requiring at least three days per week onsite, with the ability to travel to other locations within the state. 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.
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
Nice To Haves
- 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
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.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Manager
