VP - Business Development Officer

November 7

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LPL Financial

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

5001 - 10000 employees

Founded LPL Financial

💸 Finance

💳 Fintech

Description

•Develop and lead enterprise prospect sale opportunities with wealth management divisions of product manufacturers including insurers, asset managers and retirement / record-keeping organizations. •Employ a strategic, consultative sales approach including understanding prospects business objectives and challenges, developing relationships with multiple buying influences, identifying areas of alignment to propose and win commitments to outsource wealth management capabilities to LPL. •Manage prospect pipeline through all stages of the sales cycle from sourcing and feeding through closing and transition including routine status updates, development of enterprise sales profiles and related reporting and communication. •Proactively network and develop relationships with executive leadership, consultants and centers of influence through engagement across industry associations, events and thought leadership delivery. •Represent LPL at industry and firm events as a thought leader and to develop prospect and center of influence relationships. •Partner with sales strategy teams to refine addressable universe, maintain updated knowledge of competitive landscape and enhance go-to-market approach, messaging and sales collateral unique to product manufacturer segment. •Build relationships and strong partnerships across the LPL organization including as Marketing, Product, Technology, Business Solutions, Transition Partners, Finance, and Compliance to articulate LPL’s holistic range of wealth management capabilities to enterprise prospects as opportunities develop. •Meet with key clients and prospects – 30-50% travel required

Requirements

•10+ years of successful sales experience within the financial services industry preferably selling into large financial services companies including asset managers, insurance companies, banks, retirement plan providers, broker-dealers and registered investment advisors. •Bachelor’s degree required; advanced industry certification (e.g. CFP, CFA, CIMA) and/or MBA or equivalent graduate degree preferred •Strategic and consultative selling approach with experience engaging with wealth management and corporate leadership teams. •Successful track record of managing and closing complex sales •Knowledge of the institutional sales process: Training and experience with Miller Heiman process or equivalent sales approach is a plus

Benefits

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