Regional Director

March 24

🚗 Michigan – Remote

Although this job is listed in Michigan, this company may be open to hiring remote in other states.

💵 $213.8k - $356.3k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

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LPL Financial

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LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.

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

5001 - 10000 employees

Founded LPL Financial

💸 Finance

💳 Fintech

📋 Description

•Drive sales by identifying and aiding in the recruitment of premium segment financial advisors and teams •Attract leading advisors to join LPL from the top global banks, wirehouses, and RIAs •Develop sales and recruiting strategies; research, source, and engage with prospects •Individually own certain advisor segments of the pipeline from initial contact to the advisor joining LPL working in close partnership with Regional Directors and Division Managers •Meet with prospective advisors to effectively demonstrate LPL’s unique value proposition and address any questions or concerns •Utilize discretion and independent judgment in evaluating potential advisors to determine whether the advisor and their book of business is an appropriate candidate for LPL •Train and educate internal staff on the nuances of recruiting premium segment wirehouse and bank advisors •Continually improve and evaluate recruitment practices, ideas, opportunities, and affinity partnerships to increase ability to source women advisors •Understand and articulate LPL’s business model, policies, and benefits of joining one of LPL’s affiliation options •Partner with the BD leadership team on the continued evolution of LPL’s offering to establish ourselves as the leading solution in the market •Identify external organizations, local events, and conferences that create new sourcing channels •Serve as a subject matter expert who can empower LPL’s business development team through consultation and partnership

🎯 Requirements

•10+ years of experience in the financial services industry, with a high level of proficiency in the RIA marketplace and in working with wirehouse advisors •Willingness and ability to travel 60% of the time •Must reside in and/or be willing to relocate •A successful track record of managing and closing complex sale •Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment •Enthusiastic, polished, professional demeanor •Ability to influence decisions and direction across the organization •Superior verbal, written, and listening skills, with an ability to adapt to different audiences •Consultative and relationship building skills a must •Team-player with a positive "can-do" attitude •Previous experience partnering with cross-functional teams and business leaders to manage, execute, and implement strategies that you designed

🏖️ Benefits

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