LPL Financial
Vice President, Regional Branch Manager
LPL Financial, Oregon, Wisconsin, United States, 53575
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.
Job Overview:
This role will play a key leadership role in the support of financial advisors in the Linsco employee channel for LPL, including the profitability of the region which will grow to include multi-branches. The successful leader will have a comprehensive understanding of the W2 advisor model.
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.
This role reports into the National Branch Manager.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates
pursue greatness ,
act with integrity , and are
driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together
and
create and share joy
in our work. 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 Pay Range:
$198,900-$331,500/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, volunteer time off, and more. This role is also eligible for LPL’s discretionary bonus. 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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. EEO Statement: LPL Financial is an equal employment opportunity employer and welcomes applications from diverse candidates. Principals only. EOE.
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pursue greatness ,
act with integrity , and are
driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together
and
create and share joy
in our work. 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 Pay Range:
$198,900-$331,500/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, volunteer time off, and more. This role is also eligible for LPL’s discretionary bonus. 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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. EEO Statement: LPL Financial is an equal employment opportunity employer and welcomes applications from diverse candidates. Principals only. EOE.
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