VP, Business Development Officer – Enterprise Sales, Financial Institutions

🔥 40 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $224.5k - $374.1k / year

⏰ Full Time

🔴 Lead

💰 Business Development (BDR)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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

• Consult with community banks and credit unions regarding their entire wealth management business, including retail, trust, and RIA • Sell into large opportunities and work with prospects through the due diligence process • Lead coordination and execution with program management and internal stakeholders • Develop, feed, and close a robust pipeline of self-sourced and warm opportunities • Use a consultative B2B sales process to support growth in the institutional space across TPM/BD, trust, and unified wealth offerings • Track opportunities and activity in Salesforce, Outlook, and other tools • Maintain expert awareness of the competitive TPM/BD landscape and trust marketplace • Collaborate with internal business partners to strategize and develop winning solutions • Prioritize daily activities around the highest-gain opportunities • Apply client, partner, and prospect feedback to iterate offerings • Use market data to identify opportunities, influence capability development, and inform marketing campaigns

🎯 Requirements

• 8+ years of extensive experience working in the wealth management industry • High level of proficiency in the bank, credit union, and/or trust space • Ability to travel as needed (approximately 25-50%) • Refined presentation skills and demonstrated success selling into the C-Suite of banks, credit unions, or similar organizations • Familiarity with business considerations for retail wealth management, retail banking, advisor businesses, and trust services, including regulatory compliance, technology, and service experience • Strong familiarity with the MS Office suite and Salesforce • Strong verbal and written communication skills • Ability to succeed within a dynamic, fast-paced environment • Entrepreneurial mindset and ability to navigate and close complex B2B sales opportunities • Familiarity with the LPL Financial value proposition for financial institutions and core technology • Familiarity with contracting with financial institutions • Understanding of differences between banks and credit unions • Existing network of senior wealth leaders or executives in community bank and credit union markets

🏖️ Benefits

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Potential sales incentive compensation based upon the applicable incentive compensation plan