Do you enjoy consulting with clients?
Excited to learn more? If so, then this could be the role 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.
Job Overview:
Assistant Vice President (AVP), Enterprise and New-to-LPL Sales, is responsible for driving adoption across our Enterprise and New-to-LPL clients. This role will include developing partnerships externally and internally to grow subscribership across the specific distribution channel as well as developing sales strategy that delivers the business outcomes required for continued growth. Additionally, the AVP will work directly with LPL-affiliated banks, credit unions, RIAs, & OSJs to develop enhanced partnerships with LSG. The AVP will work with the VP, Enterprise and New-to-LPL to execute against the sales strategy each quarter.
Responsibilities:
Creating and maintaining a positive culture that values high performance, collaboration, transparency and talent development
Provide sales support, strategy, and tactics to increase adoption and growth of LSG services to internal stakeholders including but not limited to:
Provide field facing engagement through territory in field engagements and LPL Conferences. Partner with internal/external stakeholders for high profile and executive level engagements.
Works closely with LPL Advisors, and business development partners (Business Development, Relationship Management, Growth Solutions, etc.) to cultivate relationships ad diversify lead pipeline.
Examine trends, develop insights, and create solutions in order to better support advisors and stakeholders.
Achieve budget goals to ensure that departmental and organizational objectives are met and are in line with the needs and mission of the organization.
Strong executive presence with the ability to interact with and influence LPL Advisors
Achieving sales goals to ensure that departmental and organizational objectives are met and are in line with the needs and mission of the organization
Manage attrition risk of Advisors by proactively partnering with internal stakeholders to resolve high profile and complex situations
Requirements:
A Bachelor's degree with a minimum of 7 - 10 years’ experience in the financial services industry and external field sales experience with proven experience in execution of proactive sales strategy.
Strong presentation skills, experience and comfort working with financial advisors and escalated issues.
Strong relationship and people management skills.
Strong communication skills, time and priority management.
Experience consulting and understanding challenges/opportunities of small business owners, Financial Institutions, Enterprises, RIAs, and Large Enterprises Groups.
Enterprise and New-to-LPL Sales is a part of the LPL Services Group (LSG), a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in lives of advisors, institutional partners, and investors.
- Please do not contact the hiring manager directly. All internal applications and referrals must be properly submitted through the system and the assigned Recruiter will manage all inquiries related to the position.
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Pay Range:
72,000-108,000/year
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
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.
