Do you enjoy helping business owner and business leaders drive results? 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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
The Vice President (VP), Sales Strategy, LPL Business Solutions will be pivotal in shaping our sales approach, driving revenue growth, and enhancing our market position. The ideal candidate will possess a deep understanding of sales processes, market dynamics, and customer needs, along with a proven track record of developing and executing successful sales strategies to drive the business development, adoption, and utilization of LPL's suite of Business Solutions.
The VP will work with internal stakeholders and LPL Financial affiliated financial advisors, enterprises, and prospects across LPL's national footprint. The VP is responsible for partnering with internal stakeholders to execute and drive results.
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 LPL Business Solution sales to internal stakeholders including but not limited to: Relationship Management, Business Development, Growth Solutions, Corporate Strategy, Service and Operations
- Product Delivery, Marketing, and Product/Platform Management
- Conduct thorough market research to identify trends, opportunities, and competitive landscape, ensuring the sales team is equipped with actionable insights.
- Provide field facing engagement through territory in field engagements and LPL Conferences. Partner with internal/external stakeholders for high profile and executive level engagements.
- Examine trends, develop insights, and create solutions in order to better support advisors and stakeholders.
- Establish key performance indicators (KPIs) to measure the effectiveness of sales strategies and initiatives, and adjust tactics as necessary.
- 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 internal LPL stakeholders
- Manage attrition risk of Advisors and Enterprises by proactively partnering with internal stakeholders to resolve high profile and complex situations.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements
- Bachelor's degree
- Ability to travel up to 25%
- 7+ years experience in the financial services industry
- 5+ years experience in sales strategy and support roles
Preferences
- Experience consulting and understanding challenges/opportunities of small business owners, Institutions, Enterprises, RIAs, and Large Enterprises Groups.
- 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.
Pay Range:
$179,200.00-$298,700.00/year
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
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 (855) 575-6947.