Regional Branch Leader for Growth & Talent

LPL Financial; Massachusetts; Hybrid; USD 225,364 - 375,538; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is looking for a Field Leader based in Burlington, MA, who will support financial advisors and drive business growth. The ideal candidate has a strong background in branch management, with 7+ years of experience in financial services. This role demands strategic thinking and the ability to build strong advisor relationships.

The position requires onsite presence and includes a competitive salary range of $300,000-$350,000. Benefits include a 401K match, health benefits, and paid time off.

Qualifications

• 7+ years of branch experience in management, operations, or administration.
• 10 years+ of financial services experience.
• Willingness to travel to branch offices as needed.

Responsibilities

• Partner with advisors to create and implement business growth.
• Maintain high advisor retention and satisfaction.
• Support recruitment and integrate new teams.

Skills

Branch management experience

Advisor relationship building

Strategic thinking

Problem solving

Talent management

Education

Bachelor's degree

Tools

Series 7

Series 66

Series 9

Series 10

Job description

LPL Financial is looking for a Field Leader based in Burlington, MA, who will support financial advisors and drive business growth. The ideal candidate has a strong background in branch management, with 7+ years of experience in financial services. This role demands strategic thinking and the ability to build strong advisor relationships.

The position requires onsite presence and includes a competitive salary range of $300,000-$350,000. Benefits include a 401K match, health benefits, and paid time off.