LPL Financial · 1 day ago
Vice President, Regional Branch Manager
New Jersey, United States
Full-time
Hybrid
Mid, Senior Level
$300K/yr - $350K/yr
7+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. The Vice President, Regional Branch Manager will lead the support of financial advisors, focusing on profitability and maintaining high advisor satisfaction and retention within the region.
FinanceFinancial Services
Responsibilities
Partner with advisors to create and implement business growth
Maintaining high advisor retention and satisfaction
Supporting the recruitment of advisors by selling them on the mission and vision of the Employee Chanel. Helping transition the new teams to LPL
Building and maintaining strong advisor relationships while at the same time balancing this against the profitability of the model
Qualification
Required
7+ years of branch experience either in a role of 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
Preferred
Experience in both a branch and home office strongly preferred
Experience as a branch manager and managing multiple offices is preferred
Strong wealth management experience and 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 at the same time being able to maintain 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
Benefits
401K matching
Health benefits
Employee stock options
Volunteer time off
Discretionary bonus
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
MarketScreener
2025-12-16
2025-12-12
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