Vice President, Regional Branch Manager (Wealth Management)

Location: Burlington, Massachusetts, United States; based in the Burlington office with at least three days per week onsite and travel to other branch locations within the state.

Total target compensation: $300,000–$350,000 annually. Pay range: $225,364–$375,538 annually.

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with affiliation models, investment solutions, fintech tools, custody services, and practice management support.

What you will do

• Lead and support financial advisors within LPL’s independent employee channel.
• Drive regional profitability as the organization expands across multiple branches.
• Partner with advisors to create and implement business growth strategies.
• Maintain high advisor retention and satisfaction through strong relationships and ongoing support.
• Recruit advisors, communicate the channel’s mission and vision, and transition new teams to LPL.
• Balance advisor relationship development with the profitability requirements of the operating model.

Requirements

• 7+ years of branch experience in branch management, branch operations/service, or branch administration.
• 10+ years of experience in financial services.
• Bachelor’s degree.
• Series 7, 66, 9, and 10 licenses.
• Ability to travel to branch offices as needed.
• Ability to work onsite in Burlington at least three days per week and travel within Massachusetts.

Nice to have

• Experience in both a branch and home-office environment.
• Experience managing a branch and multiple offices.
• Strong wealth management experience, including recruiting and integrating advisors into a new firm.
• Experience motivating employees, building teams, influencing stakeholders, and leading change.
• Strategic thinking, executive presence, strong communication, and knowledge of industry dynamics and best practices.

Culture & Benefits

• Leadership culture focused on employee experience, integrity, continuous improvement, and shared success.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunity to support more than 32,000 financial advisors and approximately 1,100 financial institutions.

Hiring process

• Applicants must apply through the LPL application process.
• LPL communicates with applicants directly from an @lplfinancial.com email address and does not request payment or banking information during interviews.