Vice President, Regional Branch Manager
New Haven, New Haven County, Connecticut, 06540, USA
Listed on 2026-02-12
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Management
Operations Manager, Risk Manager/Analyst -
Finance & Banking
Risk Manager/Analyst
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
- Maintain high advisor retention and satisfaction
- Support the recruitment of advisors by communicating the mission and vision of the Employee Channel and help transition new teams to LPL
- Build and maintain strong advisor relationships while balancing 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 creativity, continuous improvement, and a culture where we win together and create and share joy in our work.
Requirements- 7+ years of branch experience in roles such as 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
- Strategic Agility:
Entrepreneurial mindset and critical thinking to increase value proposition - Problem Solving and Decision Making:
Customer-centric processes and human-centric design thinking - Operational Execution:
Roadmaps, milestones, metrics, and iterative learning for sustainable results - Talent Management:
Ability to recruit, motivate, and develop talent - Advocacy:
Collaborate to ensure the channel remains a top priority
- Experience in both a branch and home office preferred
- Experience as a branch manager managing multiple offices preferred
- Strong wealth management experience with a track record of recruiting and integrating teams
- Ability to motivate employees, build teams, and drive outcomes
- Strong interpersonal skills and integrity of the model
- Strategic thinker with strong execution focus
- Strong communication skills with ability to present to senior leaders
- Ability to influence at all levels and lead change
- Executive presence and awareness of industry dynamics
Total Target Compensation: $300,000-$350,000
Pay Range: $198,900-$331,500/year. Base salary varies by factors including skill, experience, education, peers’ salaries, performance, and location. LPL Total Rewards includes benefits such as 401K matching, health benefits, employee stock options, volunteer time off, and more. This role is eligible for LPL’s discretionary bonus. Your recruiter can discuss offerings.
Company OverviewLPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. We support over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in assets for about 7 million Americans. We offer a range of advisor models, investment solutions, fintech tools, and practice management services to meet diverse needs.
At LPL, independence means advisors and institutions have the freedom to choose the business model, services, and technology resources that fit their needs. We take care of our advisors and institutions so they can take care of their clients. For more information, please visit
Join LPLJoin LPL Financial:
Where Your Potential Meets Opportunity. We believe everyone deserves objective financial guidance. As a leading independent broker-dealer, we offer an integrated platform of technology, brokerage, and investment advisor services.
- Innovative Environment:
Creative and growth-oriented leadership - Limitless Career Potential
- Unified Mission:
One team on one mission—supporting advisors and clients - Impactful Work
- Commitment to Equality
- Community Focus
- Benefits and Total Rewards package
Join the LPL team and help turn aspirations into financial realities. Please log in or create an account to apply. Principals only. EOE.
Information on InterviewsLPL will communicate with job applicants from an email address and will not conduct interviews online or in chatrooms. LPL will not request payment or banking information during the interview process. For questions, contact LPL’s Human Resources Solutions Center at .
Information current as of: 2025. EAC
1.22.25
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