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VP, Business Consulting

Job ID: R-002654 Date posted: 04/09/2018 Primary Location SC-Fort Mill

Vice President, Large Enterprise Business Consultant

The VP, Large Enterprise Business Consultant will be responsible for managing a territory of top producing LPL Financial branch offices.  The VP will report to the SVP of Large Enterprise Business Consulting.  The focus of the VP, Large Enterprise Business Consultant will be on managing, growing and retaining his/her large enterprises and their advisor relationships by using effective consulting, sales strategies and tactics with an emphasis on educating their advisors on the value, benefits and features of LPL’s platform. 

By developing a thorough understanding of the large enterprise’s value proposition and the advisor’s businesses, in addition to a thorough understanding of LPL’s strategic initiatives, the VP will be responsible for crafting and aligning effective solutions to assist them in meeting their business goals and objectives, in conjunction with LPL’s.  Additionally the VP, Large Enterprise Business Consultant will act as the primary point of contact between his/her advisors and LPL Financial. This role will combine relationship management skills, consulting skills, sales skills, project management skills and business analytics to fully understand and achieve business growth, retention and yield objectives. 

The VP, Large Enterprise Business Consultant must be skilled and experienced in engaging in high level strategic discussions with large enterprise owners, their Advisors, and the internal LPL executive team. Additionally, the candidate must understand, utilize and stay current with industry best practices, financial markets, technology products, regulations, competitive pressures, services, workflow, demographics and systems knowledge to optimize results.

Qualifications:

  • Bachelor's degree in business, finance or related field.
  • Minimum of 10 years of experience in financial services preferably in sales and progressive client service/relationship management role.
  • Series 7/63/65 (or 66)
  • Extensive knowledge of the client segment, organization, product, industry, and end customer.
  • Demonstrated knowledge of LPL platform, products, services and business objectives
  • Ability to effectively analyze situations, applying solutions to achieve resolution
  • Ability to identify and balance the needs of multiple stakeholders
  • 30% travel is anticipated

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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