Vice President, Regional Branch Manager

Job Overview

Vice President, Regional Branch Manager – LPL Financial

• Partner with advisors to create and implement business growth
• Maintain high advisor retention and satisfaction
• Support advisor recruitment by selling the mission and vision of the Employee Channel; transition new teams to LPL
• Build and maintain strong advisor relationships while balancing profitability of the model

• 7+ years of branch experience in a branch manager, branch operations/service or branch administration role
• Bachelor’s degree
• Series 7, 66, 9 and 10
• 10+ years of financial services experience
• Willingness to travel to branch offices as needed

• Strategic Agility – entrepreneurial mindset, critical thinking for market advantages
• Problem Solving and Decision Making – customer‑centric process, human‑centric design thinking, data‑based solutions
• Operational Execution – roadmap, milestones, metrics; iterative cycles to continuous learning
• Talent Management – build strong, motivated teams at scale, recruit top professionals, attract followers, develop talent
• Advocacy – collaborate internally and externally to secure channel priority and focus

• Branch and home office experience
• Experience managing multiple offices
• Strong wealth management experience with recruit integration track record
• Motivate employees, build teams, drive outcomes
• Strong interpersonal skills, trust building, model integrity
• Highly strategic thinker, complex problem assessment, execution focus
• Strong communication skills, executive presence, visual framing
• Influence at all levels and lead change
• Executive gravitas and presence
• Industry dynamics awareness

Total target $300,000‑$350,000. Pay range $198,900‑$331,500/year.

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 institutions, servicing and custodio approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.

• 401(k) matching
• Health benefits
• Employee stock options
• Volunteer time off
• Discretionary bonus

LPL Financial is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, age, disability, or veteran status.