Vice President, Regional Branch Manager

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.

Responsibilities

• Partner with advisors to create and implement business growth
• Maintaining high advisor retention and satisfaction
• Selling the mission and vision of the Employee Chanel to advisors
• Helping transition new teams to LPL
• Building and maintaining strong advisor relationships while balancing profitability

Requirements

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

Core Competencies

• Strategic Agility: Approaches strategy with an entrepreneurial mindset. Uses critical thinking to increase the value proposition that translates into market advantages.
• Problem solving and Decision making: Focuses on customer-centric process that frames the right hypothesis. Uses human-centric design thinking to work back from the customer experience. Develops a fact base to inform solutions.
• Operational Execution: Develops roadmaps, milestones and operational metrics that align with anecdotal evidence. Communicates the journey and uses iterative cycles at pace to support continuous learning and improve outcomes. Sets a high bar for results through repeatable, sustainable processes.
• Talent Management: Reputation for building strong, motivated teams at scale with the ability to recruit top professionals, attract followers and develop top talent.
• Advocacy: Ability to collaborate internally and externally to ensure the channel is a top priority with internal peers so that it receives the focus and attention it needs to be successful.

Preferences

• Experience in both a branch and home office
• Managing multiple offices
• Experience as a branch manager
• Strong wealth management experience
• A track record of bringing on recruits and integrating them into a new firm
• Ability to motivate employees, build teams and drive outcomes
• Strong interpersonal skills, with the ability to build trust and respect while maintaining the integrity of the model
• A highly strategic thinker, with the ability to assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus
• Strong communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as a recognized subject matter expert, as well as the ability to frame complex issues visually
• Demonstrated ability to influence at all levels and lead change
• Strong gravitas and executive presence
• Awareness of industry dynamics and best practices