Responsibilities:
•    Consistently develop, feed, and close a robust pipeline of both self-sourced and warm opportunities to ensure consistency in execution, forecasting, and goal attainment.
•    Leverage a consultative B2B sales process to support LPL’s growth strategy for the institutional space across the TPM/BD, trust and unified wealth offerings.
•    Accurately and consistently track all opportunities and activity in Salesforce, Outlook, and other tools, as needed.
•    Develop and maintain an expert awareness of the competitive TPM/BD landscape and trust marketplace.
•    Build strong relationships and collaborate with internal business partners such as ISBD Leadership, Sales Enablement, Legal, Advisor Capital, Corporate Development, Business Transitions, and Client Success to strategize and develop solutions that lead to winning outcomes.
•    Ability to effectively prioritize daily activities focused on the highest gain opportunities.
•    Learn quickly from client, partner and prospect feedback, and apply an entrepreneurial mindset to iterate the offering nimbly.
•    Leverage market data to identify opportunities, influence capabilities development, and inform marketing campaigns.

What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:
•    8+ years of extensive experience working in the wealth management industry, with a high level of proficiency in the bank, credit union, and/or trust space required
•    Ability to travel as needed (approx. 25-50%).

Core Competencies:
•    Team-player with a positive can-do attitude, ability to self-direct and manage time effectively.

•    Refined presentation skills and demonstrated success selling into the C-Suite of banks, credit unions, or other similar organizations.
•    Familiarity with business considerations for retail wealth management, retail banking, advisor businesses, and trust services including regulatory compliance, technology, service experience, etc.
•    Strong familiarity with the MS Office suite and Salesforce.
•    Solid verbal and written communication skills to articulate an effective, concise and impactful message or story at the right altitude to a variety of internal and external audiences.  
•    Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment, grounded in tangible results.
•    Entrepreneurial mindset with an ability to successfully navigate and close complex, B2B sales opportunities.

Preferences:
•    Familiarity with the LPL Financial value proposition for financial institutions and core technology.
•    Familiarity with contracting with financial institutions.
•    Understanding of the differences between banks and credit unions, what makes them unique, and how to leverage that knowledge to effectively articulate the benefits of partnering with LPL.
•    Existing network of senior wealth leaders or executives in the community bank and credit union markets.
 

 

Pay Range:

224,500.00 - 374,150.00

 

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!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

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.

EAC 5.19.26