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Vice President, Regional Branch Management
San Diego, CAApril 1st, 2026
Vice President, Regional Branch ManagementAbout the CompanyProfitable broker & financial advisory firmIndustry
Financial ServicesType
Public CompanyFounded
1989Employees
5001-10,000CategoriesFinancial 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 AdvisersSpecialtiesindependent broker/dealer
institution services
ria
independent advisors
custom clearing services
and financial servicesBusiness ClassificationsB2BAbout the RoleThe Company is seeking a Vice President, Regional Branch Manager to take on a key leadership role in supporting financial advisors. The successful candidate will be responsible for the profitability of the region, which includes multi-branches, and must have a comprehensive understanding of the W2 advisor model. This role involves partnering with advisors to create and implement business growth strategies, maintaining high levels of advisor retention and satisfaction, and supporting the recruitment and transition of new teams. The ideal candidate will be a strong collaborator, a strategic thinker, and have a proven track record in talent management and operational execution.Applicants for the Vice President, Regional Branch Manager position at the company should have a minimum of 7 years' branch experience, a Bachelor's degree, and relevant financial services licenses. Core competencies include strategic agility, problem-solving, decision-making, and talent management. The role requires a candidate with strong interpersonal skills, the ability to build and maintain relationships, and a high level of integrity. Experience in both branch and home office settings, as well as a background in wealth management and recruiting, is preferred. The candidate should be a highly strategic thinker, with the ability to influence at all levels and lead change, and have a strong executive presence.Hiring Manager Title
National Branch ManagerTravel Percent
Less than 10%FunctionsFinance
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