LPL Financial · 1 day ago
VP, Regional Advice Manager
Remote USA
Full-time
Remote
Senior Level, Lead/Staff
10+ years exp
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Responsibilities
Supporting the recruitment of advisors by selling them on the mission and vision of the Succession Program. Helping transition advisors through graduation to Linso outplacements.
Building and maintaining strong advisor relationships while at the same time balancing this against the profitability of the model.
Playing a role in setting the strategic visions of a field based model withing IFS and tactically executing on that vision.
Maintaining high advisor retention and satisfaction.
Coaching and development of our market leaders.
Must demonstrate excellent communication skills.
Strong relationship building and business partnering skills.
Ability to interact effectively with senior management.
Ability to work effectively across organizational boundaries.
Strong influencing and leadership skills.
Self-motivated and proactive, with the ability to balance multiple priorities.
Proven track record of coaching and improving performance in others.
Proven ability to drive integration across solutions and drive results through superior delivery and sales management.
Proactively builds trusted relationships with key partners/clients.
Ability to be a change agent and work in a fast-paced environment.
Qualification
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Required
A minimum of 10 years of financial services experience
A minimum of 2 years management experience
Frequent travel up to 50%, potentially on a weekly basis to local offices
Strong wealth management experience and a track record of bringing on recruits and integrating them into a new firm
Series 7, 66 required
Must demonstrate excellent communication skills
Strong relationship building and business partnering skills
Ability to interact effectively with senior management
Ability to work effectively across organizational boundaries
Strong influencing and leadership skills
Self-motivated and proactive, with the ability to balance multiple priorities
Proven track record of coaching and improving performance in others
Proven ability to drive integration across solutions and drive results through superior delivery and sales management
Proactively builds trusted relationships with key partners/clients
Ability to be a change agent and work in a fast-paced environment
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
Awareness of industry dynamics and best practices
Preferred
Experience in both a branch and home office strongly preferred
Experience as a branch manager and managing multiple offices is preferred
9/10 preferred
Company
LPL Financial
LPL Financial is an independent broker-dealer.
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
2023 (103)
2022 (108)
2021 (91)
2020 (42)
Funding
Current Stage
Public CompanyTotal Funding
$1B2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Executive Vice President & Chief Technology Officer
Recent News
GlobeNewswire News Room
2024-12-09
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2024-12-04
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2024-12-04
Company data provided by crunchbase
