AVP - LPL Full Book Acquisitions

3 days ago

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LPL Financial

WebsiteLinkedInAll Job Openings

Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services

5001 - 10000

Description

• Consult Financial Advisors on business valuations, exit planning, and the opportunity to liquidate their full business to LPL Financial Corporate • Build and analyze financial models to drive conclusions and ultimately influence action by the Financial Advisor • Prospect, nurture, and manage a sales pipeline in Salesforce • Demonstrate a high level of professionalism, attention to detail, and emotional intelligence when communicating with clients • Generate, qualify, and nurture sales leads through targeted email campaign activities, prospecting, data mining, event follow up, and more • Prepare and conduct educational webinars for internal partners and leadership • Provide industry subject matter expertise in Financial Services and Mergers & Acquisitions • Knowledge of running a small business and valuation methodology • Ability to adopt new sales techniques and apply constructive feedback • Ability to thrive in a high-pace environment, think-outside-the-box and provide creative solutions for complex scenarios

Requirements

• 3+ years of experience in Financial Services Industry • 3+ years of experience in a sales role • Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce

Benefits

• 401K matching • health benefits • employee stock options • paid time off • volunteer time off • and more