Vice President, Regional Branch Manager

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

Benefits offered by this job

401(k) matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Field Leader based in Burlington, MA. This role requires at least 3 days onsite, supporting Commonwealth professionals in achieving success. The Field Leader will maintain advisor relationships, drive recruitment, and enhance satisfaction while ensuring profitability.

Ideal candidates have significant branch experience, a Bachelor's degree, and relevant licenses. The compensation ranges from $300,000 to $350,000, along with benefits such as 401(k) matching and health options.

Qualifications

• A minimum of 7 years of branch experience, preferably in management or operations.
• 10+ years in financial services; understanding of the W2 advisor model is critical.
• Proven ability to motivate, build teams, and drive towards success.

Responsibilities

• Partner with advisors to foster business growth and maintain strong relationships.
• Support recruitment efforts by promoting the Employee Channel’s mission.
• Drive advisor satisfaction and retention while balancing profitability.

Skills

Branch experience

Financial services

Licenses: Series 7, 66, 9, and 10

Talent management

Problem solving

Education

Bachelor's degree

Job description

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders shape culture, drive performance, and guide individuals to new heights. If you’re ready to lead with intention and discover what’s possible, LPL Financial welcomes you to apply for this role.

Job Overview

This role will be based in our Burlington, MA office, requiring at least three days per week onsite, with the ability to travel to other locations within the state.

We are seeking a Field Leader to support and empower Commonwealth professionals in achieving their success. The role will serve as a key leader in supporting financial advisors within our independent employee channel for LPL, driving the profitability of a region that will expand to encompass multiple branches. The ideal candidate will have a strong understanding of the W2 advisor model and a passion for supporting succession‑planning strategies.

Responsibilities

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

Requirements

• 7+ years of branch experience in a role such as 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 and critical thinking to increase value proposition.
• Problem Solving & Decision Making: customer‑centric process, human‑centric design thinking, fact‑based solutions.
• Operational Execution: develop roadmaps, milestones and metrics, communicate progress, and support continuous improvement.
• Talent Management: build strong teams, recruit top professionals, and develop talent.
• Advocacy: collaborate internally and externally to prioritize the channel and secure necessary resources.

Preferred Qualifications

• 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 recruiting and integrating new hires.
• Ability to motivate employees, build teams, and drive outcomes.
• Strong interpersonal skills to build trust and maintain model integrity.
• Strategic thinker who can assess complex problems, prioritize issues, and maintain execution focus.
• Strong communication skills, able to present materials to senior leadership and serve as a subject‑matter expert.
• Demonstrated ability to influence at all levels and lead change.
• Strong gravitas and executive presence.
• Awareness of industry dynamics and best practices.

Compensation & Benefits

Total Target Compensation: $300,000–$350,000. Pay range is $225,364.00 – $375,538.00. Actual base salary varies based on factors such as relevant skill, prior experience, education, peer salary, and geographic location. We offer a competitive Total Rewards package including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

EOE.