AVP, Business Development

🕒 May 20

🌾 Iowa, Nebraska, +1 more states – Remote

🌾 Iowa – Remote 🌾 Nebraska – Remote 🧀 Wisconsin – Remote

💵 $127.5k - $212.5k / year

⏰ Full Time

🔴 Lead

💰 Business Development (BDR)

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💸 Finance

💳 Fintech

Finance • Fintech

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.

📋 Description

• Responsible for recruiting high quality financial advisors to the LPL Financial Platform • Establish and maintain a network of centers of influence (COI) • Create and manage a recruiting pipeline to transition candidates (Financial Advisors) to LPL • Evaluate advisor practices to ensure transferability of assets and adherence to corporate compliance and affiliation standards. • Strong negotiation skills and the ability to compile and present competitive offerings in partnership • Build and maintain strong internal and external relationships critical to success in the role. • Maintain up-to-date status of your recruiting pipeline within Salesforce • Develop and implement a strategy for engaging with existing recruits and for feeding / building the pipeline • Meet monthly KPI’s required for the role – calls / meetings

🎯 Requirements

• 5+ years in a broker/dealer business development, asset management wholesaling, or an institutional custody sales role. • Verifiable track record of identifying, qualifying and closing business opportunities in assigned territory • Superior verbal and written communication skills are required • Consultative skills are a must • Commitment to follow-up and follow-through • Well-organized, strong time management skills • Team-player, positive "can-do" attitude • Series 7, 66, and 24 preferred

🏖️ Benefits

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