AVP, Business Development

LPL FinancialWinnipeg, NE
$127,500 - $212,500

About The Position

The Assistant Vice President, Associate Regional Director of Business Development is responsible for recruiting high quality financial advisors to the LPL Financial Platform from all channels of distribution (independent, regional, wirehouse). You will be working with a Regional Director and Internal Regional Director with responsibility for recruiting advisors into our Core offerings.

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

Nice To Haves

  • Series 7, 66, and 24 preferred
  • Saleforce

Responsibilities

  • 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 with the firm’s Advisor Capital team.
  • 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

Benefits

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