Vice President – Regional Branch Manager

LPL Financial

. Lead support for financial advisors in LPL's Linsco employee channel .

Posted 9/24/2026full-timeRemote • United StatesLead💰 $204,867 - $341,445 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in branch management and financial services, with a strong focus on advisor recruitment, retention, and relationship building. Proven ability to develop strategic roadmaps and lead teams to drive operational success and profitability.

Highest-signal resume keywords

Branch Management ExperienceFinancial Services ExpertiseSeries 7, 66, 9, and 10Wealth Management ExperienceTeam Building and Motivation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Branch OperationsBusiness Growth ImplementationAdvisor RecruitmentOperational Metrics DevelopmentStrategic Roadmap DevelopmentProfitability ManagementClient Experience ManagementW2 Advisor Model UnderstandingMulti-Office ManagementChange Leadership

Soft Skills

CollaborationCommunicationStrategic ThinkingProblem-SolvingDecision-MakingTalent ManagementInfluencingAdvocacyExecutive Presence

Certifications & Qualifications

Bachelor's DegreeSeries 7Series 66Series 9Series 10

Industry Keywords

Financial AdvisorsAdvisor RetentionAdvisor SatisfactionBranch ExperienceEmployee ChannelWealth ManagementIndustry DynamicsBest Practices

About the role

Key responsibilities & impact

Lead support for financial advisors in LPL's Linsco employee channel
Oversee regional profitability as the region grows to include multiple branches
Partner with advisors to create and implement business growth
Maintain high advisor retention and satisfaction
Support advisor recruitment by presenting the Employee Channel's mission and vision
Help transition new teams to LPL
Build and maintain strong advisor relationships while balancing model profitability
Report to the Divisional Director
Develop strategic roadmaps, milestones, operational metrics, and sustainable processes
Build, motivate, and develop strong teams at scale
Collaborate internally and externally to prioritize and support the channel

Requirements

What you’ll need

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
Comprehensive understanding of the W2 advisor model
Strong collaboration and client experience skills
Experience in both a branch and home office strongly preferred
Experience as a branch manager and managing multiple offices preferred
Strong wealth management experience and a track record of recruiting and integrating advisors preferred
Ability to motivate employees, build teams, and drive outcomes
Strong interpersonal, communication, strategic thinking, problem-solving, decision-making, operational execution, talent management, advocacy, influencing, and change leadership skills
Strong gravitas and executive presence
Awareness of industry dynamics and best practices

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package