Vice President, Regional Branch Manager
Core
Lead and expand a region of W2 financial advisors in the Northeast U.S., driving profitability, retention, and business growth.
Role type
Senior executive branch leader (Vice President/Regional Branch Manager)
Builds
Regional branch network and advisor teams for LPL Financial
Domain
Financial services / Wealth management
Required skills
Branch management, advisor recruitment and retention, succession planning, profitability management, team leadership, strategic planning
Preferred skills
Multi-office management, wealth management expertise, change management, executive presence, industry dynamics knowledge
Technologies
N/A
Responsibilities
Partner with advisors to create and implement business growth; Maintain high advisor retention and satisfaction; Support recruitment of new advisors; Build and maintain strong advisor relationships while balancing profitability
Seniority
Executive, strategic leadership & mentorship