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AVP of Business Development, Liquidity & Succession

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Job ID R-025058 Date posted 08/19/2022 Primary Location CA-Remote Other Locations MA-Boston , SC-Fort Mill , CA-Remote ,CA-San Diego

Assistant Vice President (“AVP”) of Business Development, Liquidity & Succession

Do you pride yourself on being a critical thinker with an entrepreneurial mindset?

Are you someone who has a knack for thinking outside the box?

Are you excited about the opportunity to build strong relationships and collaborate with internal business partners to strategize and develop innovative solutions?

Do you want to learn and grow at the nation’s largest independent broker-dealer?

If so, the AVP of Business Development, Liquidity & Succession role could be for you!

The AVP of Business Development for LPL’s Liquidity & Succession business line will be part of an innovative, entrepreneurial, high-performing team that is leading the evolution of LPL’s go-to-market strategy with new business lines and advisor affiliation models. The AVP of Business Development will support the team’s growth by nurturing a pipeline of potential acquisition targets. The AVP of Business Development will be responsible for generating new acquisition opportunities, building trust with acquisition targets, reporting on pipeline activity and momentum, helping to develop LPL’s value proposition as compared to marketplace competitors, and participating in the development of LPL’s strategy by sharing key learnings and observation learned through participation in the marketplace.

If you want to learn and grow with us, this is the role for you. We have a robust career path where successful AVPs promote into broader roles within the organization. The AVP role will make you an expert in LPL’s Liquidity & Succession affiliation model and wealth management industry M&A, quickly making you a competitive candidate for other internal opportunities.

What will you do as the AVP of Business Development, Liquidity & Succession?

  • Develop and maintain a robust pipeline of acquisition opportunities

  • Craft LPL’s “buyer profile” and value proposition to generate success in a competitive deal marketplace

  • Ensure an exemplary advisor experience with new affiliation models by coordinating with internal partners through discussion, demonstration, and leading by example to meet and exceed advisor expectations; acute focus on Liquidity & Succession experiential and capabilities design.

  • Support strategic initiatives and execution of LPL’s Liquidity & Succession model expansion and program management deliverables.

  • Actively monitor and analyze emerging trends, developments and players across the industry landscape, including wirehouses, recognized semi-captive destinations for elite advisors and supported independence platform providers to inform the company’s view of opportunities and approach to innovation.

  • Leverage market data to identify opportunities, influence capabilities development, and guide marketing campaigns.

  • Build strong relationships and collaborate with internal business partners to strategize and develop innovative solutions for an industry-leading advisor experience.

What are we looking for?

We want a high energy, outside of the box thinker with a strong understanding of the independent wealth management industry, including the emerging trend of private equity interest in the wealth management market and the evolving landscape for financial advisors. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating processes that will allow business lines to scale.

What skills, experiences and/or education is required?

  • Experience working within the independent wealth management industry. Familiarity with existing investors in the wealth management space (including aggregator models, private equity firms, and banks) preferred. Minimum 5+ years of experience.

  • An entrepreneurial drive and a do-what-it-takes attitude, grounded in tangible results.

  • Strong analytical skills with an ability to identify relevant data and ability to evaluate business opportunities within the context of a larger organization.

  • Exemplary communications skills, with the confidence to effectively present complex topics to acquisition targets, as well as senior internal leadership, in a clear and actionable manner.

  • Self-starter with a demonstrated ability to multi-task and prioritize workload in a fast-paced, changing environment.

  • Experience working on a project team and meeting project timelines while managing competing priorities.

  • Experience with Salesforce.com and MS Office suite, with a particular proficiency with PowerPoint required. Advanced Excel skills highly preferred.

  • The preferred candidate will be local to LPL’s corporate offices in Fort Mill, SC or San Diego, CA

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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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.

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