AVP, Business Development

LPL Financial

3d

About The Position

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: 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
• Strong familiarity with using a CRM, preferably Salesforce
• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees