LPL Financial
AVP, Strategic Business Development - Partial Book Sales
LPL Financial, San Diego, California, United States, 92189
AVP, Strategic Business Development - Partial Book Sales
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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.
Do you pride yourself on being a consultative sales professional with an entrepreneurial mindset? Are you looking for an opportunity to expand your advisor engagements with a subject that is top of mind for the most productive advisors in the industry? If so, an opportunity on the LPL Capital Partners Team could be for you!
Job Overview LPL Financial is seeking a competitively driven individual to join our Book Sales Team to support a new offering focused on M&A & Succession Planning for LPL Advisors. The
Assistant Vice President, LPL Partial Book Sales
role is an opportunity to help drive LPL’s organic growth strategy and corporate business development. As a trusted partner, you will be part of an emerging team responsible for creating solutions for advisors seeking monetization and exit strategy through an LPL’s Wealth Advisors Group.
The role will support the team’s growth through generating new acquisition opportunities, building trust with acquisition targets, articulating LPL’s value proposition compared to marketplace competitors, and participating in the development of LPL’s strategy by sharing key learnings and observations learned through participation in the marketplace. This individual will serve as a Commonwealth dedicated resource.
Responsibilities
Consult Financial Advisors on business valuation, exit planning, and the opportunity to monetize part of their business to LPL Financial
Demonstrate strong sales skills to drive results of acquired Assets Under Management
Build and analyze financial models in Microsoft Excel to ultimately influence small business owner, Financial Advisors
Confidently present and negotiate acquisition purchase offers & deal structures
Generate, qualify, and nurture sales leads through targeted email campaign activities, prospecting, data mining, event follow up, and more
Effectively manage and execute on a sales pipeline in Salesforce
Prepare and conduct educational webinars for internal partners and leadership
Provide industry subject matter expertise in Financial Services and Mergers & Acquisitions (or the ability to quickly learn)
Adopt new sales techniques and apply constructive feedback
Ability to thrive in a high‑pace environment, think‑outside‑the‑box and provide creative solutions for complex scenarios
Demonstrate a high level of professionalism, attention to detail, and emotional intelligence when communicating with clients
Requirements
5+ years of relevant experience in a sales role and/or M&A environment
2+ years of experience in the Financial Services Industry
Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce
Experience with LPL Financial and/or Commonwealth Financial Network
Core Competencies
Strong organizational skills
Highly motivated by competition and achieving sales targets
Strong verbal and written communication skills
Operate effectively within a sales team organization
Preferences
Experience in Mergers & Acquisitions
Knowledge of running a small business and valuation methodology
Pay Range $138,600.00 - $231,000.00 per year
Benefits LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.
Interview Information LPL will only communicate with a job applicant directly from an
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EEO Statement Principals only. EOE.
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Get AI-powered advice on this job and more exclusive features.
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.
Do you pride yourself on being a consultative sales professional with an entrepreneurial mindset? Are you looking for an opportunity to expand your advisor engagements with a subject that is top of mind for the most productive advisors in the industry? If so, an opportunity on the LPL Capital Partners Team could be for you!
Job Overview LPL Financial is seeking a competitively driven individual to join our Book Sales Team to support a new offering focused on M&A & Succession Planning for LPL Advisors. The
Assistant Vice President, LPL Partial Book Sales
role is an opportunity to help drive LPL’s organic growth strategy and corporate business development. As a trusted partner, you will be part of an emerging team responsible for creating solutions for advisors seeking monetization and exit strategy through an LPL’s Wealth Advisors Group.
The role will support the team’s growth through generating new acquisition opportunities, building trust with acquisition targets, articulating LPL’s value proposition compared to marketplace competitors, and participating in the development of LPL’s strategy by sharing key learnings and observations learned through participation in the marketplace. This individual will serve as a Commonwealth dedicated resource.
Responsibilities
Consult Financial Advisors on business valuation, exit planning, and the opportunity to monetize part of their business to LPL Financial
Demonstrate strong sales skills to drive results of acquired Assets Under Management
Build and analyze financial models in Microsoft Excel to ultimately influence small business owner, Financial Advisors
Confidently present and negotiate acquisition purchase offers & deal structures
Generate, qualify, and nurture sales leads through targeted email campaign activities, prospecting, data mining, event follow up, and more
Effectively manage and execute on a sales pipeline in Salesforce
Prepare and conduct educational webinars for internal partners and leadership
Provide industry subject matter expertise in Financial Services and Mergers & Acquisitions (or the ability to quickly learn)
Adopt new sales techniques and apply constructive feedback
Ability to thrive in a high‑pace environment, think‑outside‑the‑box and provide creative solutions for complex scenarios
Demonstrate a high level of professionalism, attention to detail, and emotional intelligence when communicating with clients
Requirements
5+ years of relevant experience in a sales role and/or M&A environment
2+ years of experience in the Financial Services Industry
Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce
Experience with LPL Financial and/or Commonwealth Financial Network
Core Competencies
Strong organizational skills
Highly motivated by competition and achieving sales targets
Strong verbal and written communication skills
Operate effectively within a sales team organization
Preferences
Experience in Mergers & Acquisitions
Knowledge of running a small business and valuation methodology
Pay Range $138,600.00 - $231,000.00 per year
Benefits LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.
Interview Information LPL will only communicate with a job applicant directly from an
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EEO Statement Principals only. EOE.
#J-18808-Ljbffr