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VP, National Branch Manager

Job ID: R-015041 Date posted: 09/17/2021 Primary Location MA-Remote Other Locations CA-Remote

The VP – National Branch Administrative Manager will be responsible for leading our Branch Administration and Client Service Associate teams.     

The National Branch Administrative Manager will support the ongoing expansion of Linsco Offices, coordinating Financial Advisor support efforts delivered through our Client Services Associates, Branch Administrative Managers, and Home Office Teams.

Strong knowledge and breadth of experience in financial services with background across both W2 and 1099 advisor models will help this candidate initiate and execute program initiatives. 

The successful candidate will be a self-starter with a strong branch operations background and proven ability to lead work efforts across multiple internal organizations. 

Specific Responsibilities include:

  • Lead Branch Office Administrative support efforts for our Linsco Advisor Team

  • Directly manage our Administrative Management team

  • Act as a National Liaison to our home office operations and service groups

  • Partner with the National Branch Manager in the design and leadership of our Client Services Associate Teams

  • Support the Linsco Product and Platform teams in executing expansion of the new model

  • Establish ongoing framework to assess evolving advisor needs and drive continuous improvement of the channel operating model


  • Bachelor’s Degree and 5-10 years of relevant experience

  • Experience working with Financial Advisors, Branch and Home Office Support teams

  • Strong analytical and strategic planning skills

  • Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment

  • Ability to translate research findings into business insights and to communicate them in a way that is clear, meaningful and actionable for senior management

  • Experience collaborating with and leading individuals across functional areas

  • Demonstrated ability to establish productive relationships and interact effectively with business partners at all levels

  • Series 7, 66, and 24 / 9/10

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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