Vice President, Regional Branch Manager

LPL Financial LLC; Boston (MA); On-site; 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

Lead with Purpose, Unlock Your Team’s Passion. At LPL, people leaders hold the key to the employee experience – shaping culture, driving performance, and guiding individuals to new heights.

Job Overview

This role is based in our Burlington, MA office, requiring at least three days per week onsite, and the ability to travel within the state.

Responsibilities

• Partner with advisors to create and implement business growth strategies.
• Maintain high advisor retention and satisfaction.
• Support the recruitment of advisors by selling them on the mission and vision of the Employee Channel.
• Help transition new teams to LPL.
• Build and maintain strong advisor relationships while balancing the profitability of the model.

Requirements

• 7+ years of branch experience (branch manager, operations/service, 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, critical thinking.
• Problem Solving & Decision Making – customer‑centric process, design thinking.
• Operational Execution – roadmaps, milestones, and metrics.
• Talent Management – build strong teams, recruit top professionals.
• Advocacy – internal and external collaboration to prioritize the channel.

Preferences

• Experience in both a branch and home office.
• Experience as a branch manager and managing multiple offices.
• Strong wealth management experience and a track record of bringing on recruits and integrating them into a new firm.
• Ability to motivate employees, build teams, and drive outcomes.
• Strong interpersonal skills, maintaining integrity of the model.
• Highly strategic thinker with strong execution focus.
• Excellent communication and presentation skills at senior levels.
• Ability to influence at all levels and lead change.
• Executive presence and industry awareness.

Compensation & Benefits

Total Target Compensation: $300,000–$350,000. Pay Range: $225,364.00 – $375,538.00. Salary varies by experience, education, performance, and location. Competitive benefits package includes 401(k) matching, health benefits, paid time off, volunteer time off, and more.

EEO Statement

Equal Opportunity Employer. EOE.