LPL Financial Holdings Inc. is hiring an AVP, Business Development (Associate Regional Director). In this role, you will be responsible for recruiting high-quality financial advisors from all channels of distribution to the LPL Financial Platform. You will work closely with a Regional Director and Internal Regional Director to recruit advisors into Core offerings.
What You'll Do
- Establish and maintain a network of centers of influence (COI).
- Create and manage a recruiting pipeline to transition Financial Advisor candidates to LPL.
- Evaluate advisor practices to ensure transferability of assets and adherence to corporate compliance and affiliation standards.
- 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.
- Maintain up-to-date status of recruiting pipeline within Salesforce.
- Develop and implement a strategy for engaging with existing recruits and for feeding/building the pipeline.
- Meet monthly KPIs required for the role – calls and meetings.
What We're Looking For
- 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 an assigned territory.
- Strong familiarity with using a CRM, preferably Salesforce.
- Superior verbal and written communication skills.
- Consultative skills.
- Commitment to follow-up and follow-through.
- Well-organized with strong time management skills.
- Team-player with a positive 'can-do' attitude.
Nice to Have
- Series 7, 66, and 24 preferred.
Technical Stack
- Salesforce
Team & Environment
You will work with a Regional Director and Internal Regional Director.
Benefits & Compensation
- Compensation: $127,500.00-$212,500.00/year
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
LPL Financial Holdings Inc. is an EOE.
