Are you experienced in sales and passionate about leading a team? If so, the VP, Inside Sales Desk Manager opportunity could be for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
The VP, Inside Sales Desk Manager will report to the SVP of Internal Recruiting and will work with the department’s leadership to increase sales (AUM & Advisors), activity and developmental growth for the Midwest internal recruiting team. This person will be responsible for the direct management of the Midwest Internal Regional Directors and the Midwest Lead Generation team based in Fort Mill. Other functions include participation in overall team management and strategy execution.
Responsibilities:
Increase the firm’s profitability through the leadership and management of the Midwest IRD team, each responsible for individual and shared AUM GDC goals associated with increased recruiting and driving larger numbers of more profitable recruit segments onto the LPL platform.
Includes the management of IRD activity metrics such as prospecting, lead qualifying, meetings set and pipeline stage movement.
Train and educate internal staff on the nuances of recruiting, including competitive intelligence. This includes developing strategic partnerships with other departments within LPL that partner closely with recruiting as well as coaching the home office presenters on who our competitors are and what hurdles we need to overcome in order to win the business.
Training, mentoring and advocating for the team, equipping them to be highly productive in their current role and identify specific areas of development that are necessary to equip them for growth into future roles.
Recruit, onboard and train Lead Generation specialists.
Collaboration with the management team to build a scorecard and tracking system with regular report outs.
Develop and oversee the tactics used for enhancing lead generation.
Create and track incentive compensation for team based on lead generation results.
Establish, communicate and report on ongoing metrics and targets for employees on the team.
Responsible for performance management and accountability measurements for employees on the team.
Conduct weekly team meetings and 1:1’s with team members.
Create sales contests and other means to consistently motivate a phone based sales organization.
Develop strategic partnerships with other team leaders and other departments across LPL as appropriate.
Responsible for working with department leadership on elements of the business and/or functional strategy implementation and management across department and company-wide functions or projects.
Travel: 4 to 6 times per year for management off sites and sales training
Requirements:
Core Competencies:
Effective written and verbal communication skills
Ability to communicate with executive level leadership
MS Word, MS Excel, MS Powerpoint, Salesforce, MS Outlook
Pay Range:
96,000-144,000/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. This position is also eligible to earn sales incentive compensation. Your recruiter will be happy to discuss all that LPL has to offer!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.
