Regional Director

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $235.2k - $391.9k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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