LPL Financial
VP, Strategic Business Development - Full Book Sales
LPL Financial, San Diego, California, United States, 92189
VP, Strategic Business Development - Full Book Sales
Job Overview:
LPL Financial is seeking a competitively driven individual to join the Book Sales Team to support a new offering focused on M&A and Succession Planning for LPL Advisors. The Vice President, LPL Full Book Sales role is an opportunity to help drive LPL's organic growth strategy and corporate business development by creating solutions for advisors seeking monetization and exit strategy through LPL’s Wealth Advisors Group.
Key responsibilities include generating new acquisition opportunities, building trust with acquisition targets, articulating LPL’s value proposition versus competitors, and participating in strategy development.
Responsibilities:
Consult Financial Advisors on business valuation, exit planning, and the opportunity to monetize their full 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 influence small business owners and Financial Advisors
Confidently present and negotiate acquisition purchase offers & deal structures
Generate, qualify, and nurture sales leads through targeted email campaigns, prospecting, data mining, and event follow up
Effectively manage and execute 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 ability to quickly learn)
Adopt new sales techniques and apply constructive feedback
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:
10+ years of relevant experience in a sales role and M&A environment
3+ years of experience in the Financial Services Industry
Experience in Mergers & Acquisitions
Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce
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:
Knowledge of running a small business and valuation methodology
Pay Range: $179,200.00 - $298,700.00 per year
Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S., supporting over 29,000 financial advisors and managing $1.9 trillion in assets. LPL provides advisor affiliation models, investment solutions, fintech tools, and practice management services to enable advisors to run thriving businesses.
Benefits: Competitive salary, incentive compensation, 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
Equal Opportunity Employer: LPL Financial is an Equal Opportunity Employer. We do not request any payment or expect an online interview. For questions, contact LPL Human Resources at (855) 575-6947.
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Key responsibilities include generating new acquisition opportunities, building trust with acquisition targets, articulating LPL’s value proposition versus competitors, and participating in strategy development.
Responsibilities:
Consult Financial Advisors on business valuation, exit planning, and the opportunity to monetize their full 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 influence small business owners and Financial Advisors
Confidently present and negotiate acquisition purchase offers & deal structures
Generate, qualify, and nurture sales leads through targeted email campaigns, prospecting, data mining, and event follow up
Effectively manage and execute 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 ability to quickly learn)
Adopt new sales techniques and apply constructive feedback
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:
10+ years of relevant experience in a sales role and M&A environment
3+ years of experience in the Financial Services Industry
Experience in Mergers & Acquisitions
Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce
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:
Knowledge of running a small business and valuation methodology
Pay Range: $179,200.00 - $298,700.00 per year
Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S., supporting over 29,000 financial advisors and managing $1.9 trillion in assets. LPL provides advisor affiliation models, investment solutions, fintech tools, and practice management services to enable advisors to run thriving businesses.
Benefits: Competitive salary, incentive compensation, 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
Equal Opportunity Employer: LPL Financial is an Equal Opportunity Employer. We do not request any payment or expect an online interview. For questions, contact LPL Human Resources at (855) 575-6947.
#J-18808-Ljbffr