Confidential
Vice President, Regional Branch Manager
Confidential, Dallas, Texas, United States, 75215
Vice President, Regional Branch Manager
About the Company
Profitable broker & financial advisory firm
Industry
Financial Services
Type
Public Company
Founded
1989
Employees
5001-10,000
Categories
Financial Services
Consulting & Professional Services
Brokerage
Finance
Investment Banking
San Diego
Employee Advisor
Financial Advisor
Financial Professional
LPL
LPL Financial
Linsco Advisor
Linsco Private Ledger
RIA
Registered Investment Advisor
Strategic Wealth Services
Strategic Wealth Services Advisor
Investing
Financial Advisers
Specialties
independent broker/dealer
institution services
ria
independent advisors
custom clearing services
and financial services
Business Classifications
B2B
About the Role
The Company is seeking a VP, Regional Branch Manager to play a pivotal role in the transformation of the financial advisory landscape. The successful candidate will be responsible for supporting the recruitment of financial advisors, building and maintaining strong advisor relationships, and ensuring the profitability of the region. This leadership position requires a comprehensive understanding of the W2 advisor model, strategic agility, and a focus on problem-solving, decision-making, and operational execution. The role also demands a strong talent management capability, including the ability to recruit, retain, and develop top professionals, and a commitment to high advisor retention and satisfaction. Applicants must have a minimum of 10 years experience in financial services, with a background in branch management and a proven track record in wealth management. The role calls for a highly strategic thinker with the ability to influence at all levels, lead change, and maintain a strong execution focus. Core competencies include the ability to motivate employees, build teams, and drive outcomes, as well as strong interpersonal and communication skills. A Bachelor's degree, relevant industry licenses, and a willingness to travel are required. The ideal candidate will have experience in both branch and home office settings and a deep awareness of industry dynamics and best practices.
Hiring Manager Title
National Branch Manager
Travel Percent
Less than 10%
Functions
Finance
Business Development