LPL Financial
AVP, Regional Consulting
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. As the AVP, Regional Consulting, you'll have a deep knowledge of our customers and their challenges and will work closely with them to overcome those challenges through the utilization of LPL Business Solutions. Responsibilities:
Drive the distribution of LPL Business Solutions in your assigned sales territory. Create and maintain a positive culture that values high performance, collaboration, transparency and talent development. Provide sales support, strategy, and tactics to increase adoption and growth of Business Solutions to internal stakeholders. Provide field facing engagement through territory in field engagements and LPL Conferences. Partner with internal/external stakeholders for high profile and executive level engagements. Examine trends, develop insights, and create solutions in order to better support advisors and stakeholders. Achieve budget goals to ensure that departmental and organizational objectives are met and are in line with the needs and mission of the organization. Strong executive presence with the ability to interact with and influence LPL Advisors. Manage retention of clients by proactively partnering with internal stakeholders to resolve high profile and complex situations. What Are We Looking For?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements:
Bachelor's degree 4+ years inside sales and a familiarity with different sales techniques and pipeline management 2+ years working with or managing Salesforce Preferences:
Experience consulting and understanding challenges/opportunities of small business owners, Institutions, Enterprises, RIAs, and Large Enterprises Groups Strong presentation skills, experience and comfort working with financial advisors and escalated issues Strong relationship and people management skills Strong communication skills, time and priority management Pay Range: $110,900.00-$184,800.00/year The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, 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. Your recruiter will be happy to discuss all that LPL has to offer! LPL Financial Holdings Inc. was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. As the AVP, Regional Consulting, you'll have a deep knowledge of our customers and their challenges and will work closely with them to overcome those challenges through the utilization of LPL Business Solutions. Responsibilities:
Drive the distribution of LPL Business Solutions in your assigned sales territory. Create and maintain a positive culture that values high performance, collaboration, transparency and talent development. Provide sales support, strategy, and tactics to increase adoption and growth of Business Solutions to internal stakeholders. Provide field facing engagement through territory in field engagements and LPL Conferences. Partner with internal/external stakeholders for high profile and executive level engagements. Examine trends, develop insights, and create solutions in order to better support advisors and stakeholders. Achieve budget goals to ensure that departmental and organizational objectives are met and are in line with the needs and mission of the organization. Strong executive presence with the ability to interact with and influence LPL Advisors. Manage retention of clients by proactively partnering with internal stakeholders to resolve high profile and complex situations. What Are We Looking For?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements:
Bachelor's degree 4+ years inside sales and a familiarity with different sales techniques and pipeline management 2+ years working with or managing Salesforce Preferences:
Experience consulting and understanding challenges/opportunities of small business owners, Institutions, Enterprises, RIAs, and Large Enterprises Groups Strong presentation skills, experience and comfort working with financial advisors and escalated issues Strong relationship and people management skills Strong communication skills, time and priority management Pay Range: $110,900.00-$184,800.00/year The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, 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. Your recruiter will be happy to discuss all that LPL has to offer! LPL Financial Holdings Inc. was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.