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Regional Investment Director

LPL Financial · US

Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guid...

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. Because when that happens, we all win – clients, LPL, and most importantly our, employees. If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today. Job Overview: *This role will cover Northern CA and the PNW territory* The Regional Investment Director is responsible for leading a team of Financial Advisors and Sales Assistants within LPL’s Bank & Credit Union, Managed Affiliation Model (MAM). The leader will own and drive execution against established program goals and management objectives which include a focus on Financial Planning, Managed Money & Insurance business. The Regional Investment Director will also manage headcount & AUM growth while fostering a strong and healthy relationship with our retail bank partner in the subscription and execution of strategic drivers that compel program growth. Likewise, in this role, it is critically important to have a strong ability to recruit talented Advisors into the program. This program is in an...