LPL Financial
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.
Regional Director
🕒 May 6
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LPL Financial
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
• drive sales by identifying and aiding in the recruitment of premium segment financial advisors and teams • develop sales and recruiting strategies • research, source, and engage with prospects • individually own certain advisor segments of the pipeline • meet with prospective advisors to demonstrate LPL’s value proposition • navigate long sales cycles with multiple buying influences • evaluate potential advisors for appropriateness • train internal staff on recruiting nuances • improve and evaluate recruitment practices and opportunities • articulate LPL’s business model and benefits of joining • partner with BD leadership team for continual offering evolution • identify external organizations and events for new sourcing channels • serve as a subject matter expert for the business development team • design and test new approaches to attract diverse candidates • leverage data to track performance indicators
🎯 Requirements
• 10+ years of experience in the financial services industry • high level of proficiency in the RIA marketplace • 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 • enthusiastic, polished, professional demeanor • ability to influence decisions and direction across the organization • superior verbal, written, and listening skills • consultative and relationship building skills • team-player with a positive 'can-do' attitude • previous experience partnering with cross-functional teams and business leaders
🏖️ Benefits
• 401K matching • health benefits • employee stock options • paid time off • volunteer time off
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