Regional Director

🕒 Setembro 10

🏄 California – Remoto

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💵 $235.150 - $391.900 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

🦅 Patrocina Visto H1B

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👻 Score fantasma 4%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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LPL Financial

5001 - 10000 funcionários

Fundada em LPL Financial

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A LPL Financial é uma provedora líder de serviços de gestão de patrimônio, apoiando profissionais financeiros, instituições e investidores individuais. Com uma suíte abrangente de ferramentas e recursos, a LPL Financial permite que consultores construam seus negócios e ofereçam conselhos financeiros personalizados. Eles oferecem uma plataforma de gestão de patrimônio, serviços de consultoria, integração tecnológica, pesquisa de investimentos e suporte para crescimento orgânico e inorgânico para empresas e consultores. A LPL Financial também foca em investimentos sustentáveis e responsabilidade social, mantendo uma supervisão regulatória robusta.

Descrição

• Develop sales and recruiting strategies • Research, source, and engage with prospects • Identify prospective advisors through initial sales calls and respond to inquiries • Own advisor segments of the pipeline from initial contact through joining LPL • Partner with Regional Directors and Division Managers • Meet with prospective advisors to demonstrate LPL’s value proposition and address questions or concerns • Navigate long sales cycles with multiple buying influences • Evaluate potential advisors and their books of business for fit with LPL • Train and educate internal staff on recruiting premium segment wirehouse and bank advisors • Coach the team on the competitive landscape and hurdles to winning business • Evaluate and improve recruitment practices, sourcing opportunities, and affinity partnerships • Increase the ability to source women advisors • Articulate LPL’s business model, policies, financial services industry, and affiliation options • Partner with BD leadership on the evolution of LPL’s offering and capabilities • Identify external organizations, local events, and conferences as sourcing channels • Attend events on behalf of LPL and the Business Development group • Serve as a subject matter expert and support the business development team with consultation, partnership, and resources • Design, experiment with, and test approaches to attract diverse candidates • Use data to track program performance indicators, identify trends, and align projects and programs with company priorities

🎯 Requisitos

• 10+ years of experience in the financial services industry • High level of proficiency in the RIA marketplace • Experience working with wirehouse advisors • Willingness and ability to travel 60% of the time • Must reside in and/or be willing to relocate • Successful track record of managing and closing complex sales • Ability to succeed within a dynamic, fast-paced environment • Ability to influence decisions and direction across the organization • Superior verbal, written, and listening skills • Consultative and relationship-building skills • Previous experience partnering with cross-functional teams and business leaders to manage, execute, and implement designed strategies • Series 7, 66, and 24 preferred • Strong familiarity with the MS Office suite and Salesforce • Bachelor’s degree in business or related field from an accredited college or university preferred

🏖️ Benefícios

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Incentive compensation based on achievement of goals • LPL Total Rewards package • Flexible business model, services, and technology resources for advisors and institutions

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