Vice President, Regional Branch Manager

LPL Financial•Remote Pennsylvania, NJ

2d•$204,867 - $341,445•Hybrid

About The Position

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.

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.