Job Details

Vice President, Regional Branch Manager

About the Company

Profitable broker & financial advisory firm

Industry
Financial Services

Type
Public Company

Founded
1989

Employees
5001-10,000

Categories

• Financial Services
• Consulting & Professional Services
• Brokerage
• Finance
• Investment Banking
• San Diego
• Employee Advisor
• Financial Advisor
• Financial Professional
• LPL
• LPL Financial
• Linsco Advisor
• Linsco Private Ledger
• RIA
• Registered Investment Advisor
• Strategic Wealth Services
• Strategic Wealth Services Advisor
• Investing
• Financial Advisers

Specialties

• independent broker/dealer
• institution services
• ria
• independent advisors
• custom clearing services
• and financial services

Business Classifications

• B2B

About the Role

The Company is seeking a Vice President, Regional Branch Manager to take on a key leadership role in supporting financial advisors. The successful candidate will be responsible for the profitability of the region, which includes multiple branches, and must have a comprehensive understanding of the W2 advisor model. This role involves partnering with advisors to create and implement business growth strategies, maintaining high levels of advisor retention and satisfaction, and supporting the recruitment and transition of new teams. The ideal candidate will be a strong collaborator, a strategic thinker, and have a proven track record in talent management and operational execution. Applicants for the Vice President, Regional Branch Manager position at the company should have a minimum of 7 years' branch experience, a Bachelor's degree, and relevant financial services licenses. Core competencies include strategic agility, problem-solving, decision-making, and a strong focus on operational execution. The role requires a candidate with a background in both branch and home office operations, experience in managing multiple offices, and a strong wealth management background. The candidate should be adept at building and maintaining strong relationships, have excellent communication skills, and the ability to influence and lead change. A commitment to the values of the company, including a focus on client success and a culture of collaboration, is essential.

Hiring Manager Title
National Branch Manager

Travel Percent
Less than 10%

Functions

• Business Development