Regional Vice President, Southeast

Regional Vice President, Southeast Region

Basic Function: The Regional Vice President (RVP) is a full-time, field leader responsible for driving advisor growth, productivity, and recruiting within their assigned region. The RVP serves as a key ambassador for the firm and is accountable for four core areas: advisor development and sales effectiveness, employer retirement plan support (with a focus on non-ERISA public education markets), wealth management growth, and advisor recruiting.

Core Responsibilities:

• Advisor Development & Sales Effectiveness
• Proactively engage with current advisors to foster deeper relationships and increase adoption of the firm’s wealth management solutions.
• Coach advisors on best practices to grow their business.
• Promote advisor effectiveness through structured practice management support, sales coaching, and leadership development.
• Employer Retirement Plan Support
• Guide and support advisors in prospecting and selling within the employer retirement plan space, especially the non-ERISA public education market (e.g., 403(b), 457(b)).
• Help identify new plan opportunities with existing employer groups, expand plan offerings, and position the firm favorably in competitive plan environments.
• Develop and maintain relationships with key employer decision-makers, third-party administrators (TPAs), and educational associations to support plan retention and growth.
• Wealth Management & Fee-Based Growth
• Serve as a strategic partner to advisors to deepen their understanding and utilization of the firm’s wealth management solutions.
• Help advisors shift toward and scale fee-based advisory models, leveraging model portfolios, financial planning tools, and asset management resources.
• Stay current on industry trends, legislation, and competitive offerings to better equip advisors in addressing client needs.
• Advisor Recruiting
• Identify and attract high-quality financial professionals and branches that align with the firm’s values and standards.
• Collaborate with the advisor transition team to maintain a healthy pipeline of candidates and ensure seamless onboarding.
• Represent the firm’s value proposition and differentiators to external advisors, leveraging regional and national networks.

Qualifications & Experience:

• Minimum 7 years of experience in financial services, including leadership in field sales, wealth management, or retirement plan distribution.
• Strong knowledge of non-ERISA markets (particularly public education retirement plans), employer plan sales, and fee-based advisory models.
• Proven track record of coaching financial advisors, increasing advisor productivity, and driving recruiting success.
• Bachelor’s degree required (Finance, Business or related); FINRA Series 7 and 66 (or 65) required; Series 24 preferred or must be obtained within six months.

Skills & Attributes:

• Strategic thinker with a hands-on approach and ability to build trust and credibility with advisors and leaders.
• Strong coaching, communication, and interpersonal skills.
• High emotional intelligence with a collaborative, growth-minded leadership style.
• Proficient in CRM systems (i.e., Salesforce), Microsoft Office Suite, client trading platforms (Pershing/Wove) and virtual collaboration tools.
• Excellent organizational and time management skills.

Additional Requirements:

• Must be able to travel up to 50% of the time within the assigned region.
• Thrives in a high-intensity work environment, demonstrating a strong work ethic and a results-driven mindset.

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.