VP, Business Development Officer, Enterprise Sales – Financial Institutions

LPL Financial•Charlotte, NC

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 Vice President, Business Development Officer will be part of our innovative, entrepreneurial, high-performing Enterprise Sales team that is focused on Financial Institutions. The individual will be responsible for consulting with community banks and credit unions around their entire wealth management business (retail, trust, RIA). The VP, Business Development Officer will be responsible for selling into large opportunities, working with them through the due diligence process, and leading coordination and execution with program management and other internal stakeholders.

Requirements

8+ years of extensive experience working in the wealth management industry, with a high level of proficiency in the bank, credit union, and/or trust space required
Ability to travel as needed (approx. 25-50%).
Team-player with a positive can-do attitude, ability to self-direct and manage time effectively.
Refined presentation skills and demonstrated success selling into the C-Suite of banks, credit unions, or other similar organizations.
Familiarity with business considerations for retail wealth management, retail banking, advisor businesses, and trust services including regulatory compliance, technology, service experience, etc.
Strong familiarity with the MS Office suite and Salesforce.
Solid verbal and written communication skills to articulate an effective, concise and impactful message or story at the right altitude to a variety of internal and external audiences.
Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment, grounded in tangible results.
Entrepreneurial mindset with an ability to successfully navigate and close complex, B2B sales opportunities.

Nice To Haves

Familiarity with the LPL Financial value proposition for financial institutions and core technology.
Familiarity with contracting with financial institutions.
Understanding of the differences between banks and credit unions, what makes them unique, and how to leverage that knowledge to effectively articulate the benefits of partnering with LPL.
Existing network of senior wealth leaders or executives in the community bank and credit union markets.

Responsibilities

Consistently develop, feed, and close a robust pipeline of both self-sourced and warm opportunities to ensure consistency in execution, forecasting, and goal attainment.
Leverage a consultative B2B sales process to support LPL’s growth strategy for the institutional space across the TPM/BD, trust and unified wealth offerings.
Accurately and consistently track all opportunities and activity in Salesforce, Outlook, and other tools, as needed.
Develop and maintain an expert awareness of the competitive TPM/BD landscape and trust marketplace.
Build strong relationships and collaborate with internal business partners such as ISBD Leadership, Sales Enablement, Legal, Advisor Capital, Corporate Development, Business Transitions, and Client Success to strategize and develop solutions that lead to winning outcomes.
Ability to effectively prioritize daily activities focused on the highest gain opportunities.
Learn quickly from client, partner and prospect feedback, and apply an entrepreneurial mindset to iterate the offering nimbly.
Leverage market data to identify opportunities, influence capabilities development, and inform marketing campaigns.