Confidential
Vice President, Regional Branch Manager
Confidential, New York, New York, United States, 10001
Vice President, Regional Branch Manager
About the Company
Profitable broker & financial advisory firm
Industry Financial Services
Type Public Company
Founded 1989
Employees 5001-10,000
Categories
Financial Services Consulting & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Professional LPL LPL Financial Linsco Advisor Linsco Private Ledger RIA Registered Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor Investing Financial Advisers
Specialties
independent broker/dealer institution services ria independent advisors custom clearing services and financial services
Business Classifications
B2B
About the Role
The Company is seeking a Vice President, Regional Branch Manager to take on a key leadership role in supporting financial advisors. The successful candidate will be responsible for the profitability of the region, which includes multi-branches, and must have a comprehensive understanding of the W2 advisor model. This role involves partnering with advisors to create and implement business growth strategies, maintaining high levels of advisor retention and satisfaction, and supporting the recruitment and transition of new teams. The ideal candidate will be a strong collaborator, a strategic thinker, and have a proven track record in talent management and operational execution.
Applicants for the Vice President, Regional Branch Manager position at the company should have a minimum of 7 years' branch experience, a Bachelor's degree, and relevant financial services licenses. Core competencies include strategic agility, problem-solving, decision-making, and talent management. The role requires a candidate with strong interpersonal skills, the ability to build and maintain relationships, and a high level of integrity. Experience in both branch and home office settings, as well as a background in wealth management and a proven ability to integrate new recruits, are preferred. The candidate should be a highly strategic thinker, with the ability to influence at all levels and lead change, and have a strong executive presence.
Hiring Manager Title National Branch Manager
Travel Percent Less than 10%
Functions
Finance Operations
About the Company
Profitable broker & financial advisory firm
Industry Financial Services
Type Public Company
Founded 1989
Employees 5001-10,000
Categories
Financial Services Consulting & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Professional LPL LPL Financial Linsco Advisor Linsco Private Ledger RIA Registered Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor Investing Financial Advisers
Specialties
independent broker/dealer institution services ria independent advisors custom clearing services and financial services
Business Classifications
B2B
About the Role
The Company is seeking a Vice President, Regional Branch Manager to take on a key leadership role in supporting financial advisors. The successful candidate will be responsible for the profitability of the region, which includes multi-branches, and must have a comprehensive understanding of the W2 advisor model. This role involves partnering with advisors to create and implement business growth strategies, maintaining high levels of advisor retention and satisfaction, and supporting the recruitment and transition of new teams. The ideal candidate will be a strong collaborator, a strategic thinker, and have a proven track record in talent management and operational execution.
Applicants for the Vice President, Regional Branch Manager position at the company should have a minimum of 7 years' branch experience, a Bachelor's degree, and relevant financial services licenses. Core competencies include strategic agility, problem-solving, decision-making, and talent management. The role requires a candidate with strong interpersonal skills, the ability to build and maintain relationships, and a high level of integrity. Experience in both branch and home office settings, as well as a background in wealth management and a proven ability to integrate new recruits, are preferred. The candidate should be a highly strategic thinker, with the ability to influence at all levels and lead change, and have a strong executive presence.
Hiring Manager Title National Branch Manager
Travel Percent Less than 10%
Functions
Finance Operations