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Senior Vice President, Institutional Sales Leader

Company: LPL Financial
Location: California
Posted on: February 23, 2021

Job Description:

LPL Financial Recruitment Fraud Notice It has come to our attention that various individuals and organizations are offering false employment at LPL Financial. They may pose as a representative of the company or even impersonate an employee. Scammers contact job seekers via unsolicited emails or texts and conduct job interviews via social media or instant messaging services (such as Google Hangouts). LPL Financial does not use these services and will only communicate with a job seeker from an email address ending in LPL Financial will only contact individuals who have already applied for a position at LPL Financial.
During a fraudulent interview, the scammer may try to solicit personal and financial information from the job seeker. Job seekers may also be sent checks by the scammer for the alleged purpose of setting up a remote office or equipment expenses. The checks are fraudulent. Please be advised that LPL Financial will never ask for payment to progress a job applicant.
Job applicants should be aware of these and similar tactics. When in doubt, please confirm if the position in question is posted online at or contact LPL Financial at (800) 877-7210. Additionally, you may report any suspicious recruiting activity to the FTC [ ]. Thank you for your assistance. The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at . Work where independent thinking and collaboration go hand in hand. Experience a culture that thrives on innovation, embraces inclusiveness, and welcomes fresh perspectives. At LPL, your talents, skills, and insights can make a difference. Senior Vice President, Institutional Sales LeaderApply Job ID: R-012537 Date posted: 01/22/2021 Primary Location CA-Remote Other Locations NC-Remote LPL Financial is currently looking for a Senior Vice President to manage the Enterprise Sales team for Business Development. The Enterprise Sales team is made up of sales professionals focused on adding new Financial Institutions and Large Groups (aka Large Enterprises; Super OSJs) to the firm. Not only will you lead an elite team of external sales professionals, but you will also lead strategic initiatives within Business Development that will help us target, attract and win business. Essential Functions:

  • --- Develop, shape, and manage key strategic initiatives within Business Development
  • --- Manage an elite team of sales professionals / external recruiters
  • --- Hiring, Training, Coaching and Development - putting the right team in place and giving salespeople the tools and resources they need to excel in their jobs
  • --- Serve as strong leader who is able to break down obstacles, and who is able to scale and drive opportunities to the Business Development Officers
  • --- Set strategic sales direction and build an elite sales culture
  • --- Provide sales support for large complex deals, working through long sales cycles and multiple buying influences
  • --- Build relationships and strong partnerships across the organization; such as Marketing, Sales, Transition Partners, Finance, and Compliance
  • --- Meet with key clients and key prospects - 60% travel required
    Qualifications, Education & Experience:
    • --- Bachelor's degree required; advanced industry certification (e.g CFP, CFA, CIMA) and/or MBA or equivalent graduate degree preferred
    • --- Series 7 preferred
    • --- 10+ years of Sales Management experience
    • --- 15+ years of successful sales experience within the financial services industry
    • --- Experience working for a Broker Dealer, bank, wirehouse and/or custodian
    • --- Successful track record of managing and closing complex sales
    • --- Training and experience with Miller Heiman process a plus
      Skills & Knowledge:
      • --- Demonstrated experience in general management; building, leading, and coaching high performing sales teams
      • --- Experience leading teams of FA Recruiters who are skilled in recruiting top tier financial advisors, a plus
      • --- Knowledge of the institutional sales process
      • --- Consultative selling is a prerequisite for the position
      • --- Strong understanding of current competition, its people and products
      • --- Stays on top of the local and national economy and financial markets activity
      • --- Solid network and strong connections across the industry
      • --- Ability to influence decisions and direction across the organization
      • --- Ability to build strong professional relationships throughout LPL
      • --- Excellent communication, presentation, and listening skills
      • --- Superior negotiation skills
      • --- Experienced and skilled at working with and navigating at executive level Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.We are--one team on one mission. We take care of our advisors, so they can take care of their clients.Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this !We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an 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 (800) 877-7210. Apply If you'd like to receive recruiter outreach, news and information from LPL Financial, as well as details on current opportunities that match your preferences and interests, please sign up below. Area(s) of Interest Select a job category from the list of options. Search for a location and select one from the list of suggestions. Finally, click "Add" to create your job alert. Job Category required* Location required*
        • Sales and Marketing, North Carolina, United States Remove
        • Sales and Marketing, California, United States Remove

Keywords: LPL Financial, Columbia , Senior Vice President, Institutional Sales Leader, Accounting, Auditing , California, Missouri

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