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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lpl.com.
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Sales Enablement Content Manager

Job ID: R-012471 Date posted: 01/22/2021 Primary Location CA-San Diego Other Locations SC-Fort Mill

Sales Enablement in the LPL Business Development Team plays a critical role within the department. Improving the overall efficiency and effectiveness of the salesforce by driving organizational alignment, generating high quality sales leads, increasing sales pipeline acceleration, and optimizing the buyer experience are the key goals of the function.

The Content Manager will serve as a key partner to the Business Development team, Marketing, other cross-functional partners, and third-party vendors. This position is responsible for developing and delivering best-in-class sales content such as sales training materials and sales tools. In addition, the position will manage projects including lead gen programs, marketing content development, and training programs. The ideal candidate will possess strong organizational, communication, and problem solving skills and have experience managing successful projects in fast-paced, matrix environments.      

Essential Functions:

  • Review the existing sales content and identify the best way to organize and manage the content on a go forward basis.

  • Identify content gaps and work with Sales Enablement and Marketing to prioritize and develop the materials.

  • Collaborate with Sales Enablement leadership to identify sales tools and advisor-facing tools that will help optimize the digital buying journey, deliver an improved buyer experience, and accelerate the sales process.

  • Work in partnership with Marketing and IT to roll-out a Sales Asset Manager solution to make it easier and more efficient for the salesforce to access and use sales content and tools, and work with Marketing to identify an asset governance process to help with the deployment, retirement, measurement, and improvement of content.

  • Review existing sales onboarding programs for each sales role and create an efficient deployment plan including content development, delivery and measurement.

  • Help develop and deploy the consultative selling sales training and coaching courses including playbook development, tool design, training facilitation, and measurement.

  • Work with the Salesforce Manager to identify and deploy digital tools and develop training to help the salesforce adopt and utilize the tools.

  • Act as a central point of contact with Marketing, Compliance, and third-party vendors and build strong working relationships with each of them.

  • Continuously recognize process inefficiencies and actively work to put scalable and repeatable improvements in place.

  • Represent the voice of the prospective advisor/financial institution to inform content development and sales training materials.

  • Collaborate with internal partners to share ideas, best practices, and promote collective thinking.

  • Take new data and learning from completed projects and parlay those insights into actionable and meaningful improvements that increase the efficiency and efficacy of the Business Development team.

Qualifications:

  • Bachelor’s Degree or 5 years of relevant experience

  • Experience working on a project team, supporting project work and meeting project timelines; 3+ year project management experience is desirable

  • Excellent verbal and written communication skills with the ability to translate research findings into business insights and present them in a clear, meaningful and actionable way for senior management

  • Strong interpersonal skills -- Enthusiastic, positive, teachable attitude

  • Demonstrates critical thinking and analytical skills to maximize problem solving

  • Detail-oriented with an ability to understand big picture and identify relationships, dependencies and risks

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

  • Possesses an ability to function well with ambiguity and limited direction

  • Experienced with Salesforce and MS Office suite including practical experience with PowerPoint and Adobe Acrobat Pro

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 @lpl.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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