Field Leader – Northeast United States
Lead with purpose and unlock your team’s passion. As a Field Leader, you will support independent financial advisors at LPL across New Jersey and Pennsylvania, driving profitability and advisers’ success for a growing region of multiple branches.
Responsibilities
- Partner with advisors to create and implement business growth plans while maintaining high retention and satisfaction.
- Support the recruitment of advisors by communicating LPL’s mission and vision.
- Assist with the transition of new teams to LPL operations.
- Build and maintain strong advisor relationships, balancing relationship depth with model profitability.
Qualifications
Required:
- 7+ years of branch experience as a manager, operations, or administration.
- Bachelor’s degree.
- Series 7, 66, 9, and 10 licenses.
- 10+ years of financial services experience.
- Willingness to travel to branch offices as needed.
Core Competencies:
- Strategic Agility – entrepreneurial mindset and critical thinking to create market advantages.
- Problem Solving & Decision Making – customer‑centric, hypothesis‑driven, data‑based solutions.
- Operational Execution – roadmaps, milestones, metrics, and continuous improvement.
- Talent Management – recruit, motivate, and develop high‑performance teams.
- Advocacy – influence internal and external stakeholders to prioritize the channel.
Preferences:
- Experience managing a branch, home office, or multiple offices.
- Track record of recruiting and integrating advisors into a new firm.
- Strong wealth‑management knowledge.
- Excellent interpersonal, communication, and executive presence.
- Strategic thinker with analytical rigor and execution focus.
Compensation & Benefits
- Target compensation $300,000–$350,000.
- Base salary range $204,867–$341,445 (variable by experience, education, and geography).
- Health benefits, retirement plan with 401(k) matching, employee stock options, paid and volunteer time off.
- Competitive total rewards package supporting work, home, and play.
EOE.
#J-18808-LjbffrVice President, Regional Branch Manager in pa at Unknown Company
This position is listed as full time and onsite.