JobMesh

Regional Investment Director

LPL Financial · US

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pur...

Job description

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: 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 exciting evolutionary phase and it is criti...