VP, Business Development, Liquidity & Succession
About The Position
LPL’s Liquidity & Succession Business Development team is an innovative, entrepreneurial, high-performing team tasked with leading advisor engagement and education for LPL's Liquidity & Succession program. The role will support the team’s growth through generating new acquisition opportunities, building trust with acquisition targets, articulating LPL’s value proposition as compared to marketplace competitors, and participating in the development of LPL’s strategy by sharing key learnings and observation learned through participation in the marketplace. In this role you will become an expert on LPL’s Liquidity & Succession program and wealth management industry M&A.
Requirements
- 7+ years of Sales experience working within the independent wealth management industry
- This is a hybrid role. The candidate will ideally be based near one of LPL's offices (New York, San Diego, Boston, Fort Mill, Tempe, Austin).
- Self-starter with a demonstrated ability to multi-task and prioritize workload in a fast-paced, changing environment
- Exemplary communications skills, with the confidence to effectively present complex topics to acquisition targets, as well as senior internal leadership, in a clear and actionable manner
Nice To Haves
- FINRA licensed
- Familiarity with existing investors in the wealth management space (including aggregator models, private equity firms, and banks) preferred
Responsibilities
- Develop and maintain a robust pipeline of acquisition opportunities.
- Ensure an exemplary advisor experience by coordinating with internal partners through discussion, demonstration, and leading by example to meet and exceed advisor expectations; acute focus on adhering to and enhancing the Liquidity & Capital advisor experience playbook.
- Actively monitor and analyze emerging trends, developments and players across the industry landscape, to inform the company’s view of opportunities and approach to innovation.
- Build strong relationships and collaborate with internal business partners throughout the sales process.
Benefits
- LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
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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
