VP, Inside Sales Desk Manager
Job ID R-027332 Date posted 12/14/2022 Primary Location SC-Fort Mill
The VP 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 East internal recruiting team. This person will be responsible for the direct management of the East Internal Regional Directors and the East 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 East 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.
Actively implement, execute and own LPL’s Home Office Visit (HOV) strategy and experience in San Diego, driving overall end-client satisfaction and increasing pipeline closure rates. This includes hosting advisors for dinners, corporate overviews and visit wrap-ups.
Recruit and build a team of Lead Generation specialists
Responsible for successful onboarding and training of 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
Creating and tracking incentive compensation for team based on lead generation results
Establishing, communicating and reporting on ongoing metrics and targets for employees on the team
Responsible for performance management and accountability measurements for employees on the team
Conducting weekly team meetings and 1:1’s with team members
Creation of 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.
Requirements:
5+ years Financial Services experience in a sales related role; management or team leadership experience preferred
Bachelor’s degree in Finance or related areas
Licenses/Certifications: Series 7 and 66
Proficiency in MS Word, MS Excel, MS Powerpoint, Salesforce, MS Outlook
Effective written and verbal communication skills are required. Ability to communicate with executive level leadership.
Travel 4 - 6 times per year for management off-sites and sales training
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.
