AVP, Regional Consulting

LPL Financial•San Diego, CA

About The Position

Are you passionate about delivering value for sales teams? Do you enjoy thinking creatively and have the ability to turn data and analytics into ideas and action? Do you have strong communication, data/analytical chops, enjoy process, and excel at problem-solving? If so, LPL Financial is the place for you! As the AVP, Regional Consulting , you’ll have a deep knowledge of our customers and their challenges and will work closely with them to overcome those challenges through the utilization of LPL Business Solutions.

Requirements

Bachelor's degree
4+ years inside sales and a familiarity with different sales techniques and pipeline management
2+ years working with or managing Salesforce
Strong relationship and people management skills
Actively seeks constructive feedback, applies learnings quickly, and adapts strategies to achieve better results
Maintains focus and persistence in the face of challenges, consistently pursuing goals with determination and a solutions-oriented mindset
Strong communication skills, time and priority management

Nice To Haves

Experience consulting and understanding challenges/opportunities of small business owners, Institutions, Enterprises, RIAs, and Large Enterprises Groups
Strong presentation skills, experience and comfort working with financial advisors and escalated issues

Responsibilities

Drive the distribution of LPL Business Solutions in your assigned sales territory.
Create and maintain a positive culture that values high performance, collaboration, transparency and talent development.
Provide sales support, strategy, and tactics to increase adoption and growth of Business Solutions to internal stakeholders including but not limited to: Client Success, Relationship Management, Business Development, Growth Solutions, Service and Operations, Product Delivery and Management, and Marketing and Product/Platform Management.
Provide field facing engagement through territory in field engagements and LPL Conferences.
Partner with internal/external stakeholders for high profile and executive level engagements.
Examine trends, develop insights, and create solutions in order to better support advisors and stakeholders.
Achieve budget goals to ensure that departmental and organizational objectives are met and are in line with the needs and mission of the organization.
Strong executive presence with the ability to interact with and influence LPL Advisors.
Manage retention of clients by proactively partnering with internal stakeholders to resolve high profile and complex situations.