Regional Branch Growth Leader | People & Performance

LPL Financial LLC; Boston (MA); Hybrid; USD 225,364 - 375,538; Full time

Benefits offered by this job

401(k) matching

Health benefits

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is seeking a dedicated individual to take on a leadership role in the Burlington, MA office, focusing on creating and implementing strategies to support advisors and improve retention. This role entails maintaining strong advisor relationships and helping new teams transition smoothly.

Qualified candidates will have substantial experience in financial services and branch management, as well as relevant licenses, and the role requires good communication skills and strategic thinking to drive outcomes effectively.

Qualifications

• 7+ years of branch experience, including management or operations.
• 10+ years of financial services experience required.
• Willingness to travel as needed for branch visits.

Responsibilities

• Partner with advisors to create and implement business growth strategies.
• Maintain high advisor retention and satisfaction.
• Support recruitment of advisors aligned with LPL's mission.

Skills

Strategic Agility

Critical Thinking

Problem Solving

Decision Making

Customer-Centric Process

Education

Bachelor’s degree

Tools

Series 7 License

Series 66 License

Series 9 License

Series 10 License

Job description

LPL Financial LLC is seeking a dedicated individual to take on a leadership role in the Burlington, MA office, focusing on creating and implementing strategies to support advisors and improve retention. This role entails maintaining strong advisor relationships and helping new teams transition smoothly.

Qualified candidates will have substantial experience in financial services and branch management, as well as relevant licenses, and the role requires good communication skills and strategic thinking to drive outcomes effectively.