Vice President, Regional Branch Manager

LPL Financial

. Support financial advisors in LPL's Linsco employee channel .

Posted 9/23/2026full-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 financial services with a strong focus on branch management, advisor recruitment, and relationship building. Proven ability to drive profitability and growth while maintaining high advisor satisfaction and retention.

Highest-signal resume keywords

Branch Management ExperienceFinancial Services ExpertiseSeries 7, 66, 9, and 10Advisor RecruitmentOperational Execution

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 ImplementationProcess DevelopmentWealth ManagementTalent Management

Soft Skills

Collaboration SkillsProblem-SolvingDecision-MakingInterpersonal CommunicationStrategic Agility

Certifications & Qualifications

Bachelor's DegreeSeries 7Series 66Series 9Series 10

Industry Keywords

Advisor RetentionClient ExperienceBranch AdministrationIndustry DynamicsChange Leadership

About the role

Key responsibilities & impact

Support financial advisors in LPL's Linsco employee channel
Lead regional profitability and growth across multiple branches
Partner with advisors to create and implement business growth
Maintain high advisor retention and satisfaction
Support advisor recruitment by communicating 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 National Branch Manager

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
Strong collaboration and client experience skills
Strategic agility and critical thinking
Problem-solving and decision-making skills
Operational execution and process development
Talent management and team-building ability
Ability to collaborate internally and externally
Strong wealth management experience and a track record of recruiting and integrating advisors
Strong interpersonal, written, oral, presentation, and visual communication skills
Demonstrated ability to influence at all levels and lead change
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