Regional Branch Director
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Job Description
VP, Regional Branch Director at LPL Financial overseeing financial advisors in California, Oregon, and Washington. Leading growth strategies and advisor support across varied financial services.
Responsibilities:
- Build and sustain deep advisor relationships while maintaining high advisor retention and satisfaction.
- Support the growth aspirations of advisors/teams through coaching; execute on sales strategy to drive growth within The Investment Center.
- Strategize and execute on teaming and succession planning opportunities, including, but not limited to, identifying successors, merging teams with similar practices, etc.
- Partner with the sales organization to drive the recruitment of advisors by educating them on the mission and vision of The Investment Center and associated benefits to their practice
- Collaborate with internal partners to increase awareness/adoption of appropriate tools and resources (e.g., financial planning, advisory, high net worth services)
- Help drive growth in Same Store Sales and Net New Assets.
- Support the acclimation of new advisors/teams to the LPL IAN & The Investment Center
Requirements:
- 10+ years of financial services experience
- FINRA Series 7,66
- 5+ years of experience working as a branch manager, associate complex manager or another field-based sales role
- 5+ years of experience successfully bringing on and integrating recruits/new teams
- Ability to travel visiting branch offices and participating in recruit meetings
Benefits:
- 401K matching
- health benefits
- employee stock options
- volunteer time off
- discretionary bonus
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