Assistant VP, Advisor Recruitment & Growth

LPL Financial; Wichita (KS); On-site; USD 128,000 - 213,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an Assistant Vice President, Associate Regional Director of Business Development to recruit high quality financial advisors to the LPL Platform from independent, regional, and wirehouse channels. You will collaborate with a Regional Director and Internal Regional Director to grow core offerings.

The role emphasizes building COIs, managing a recruiting pipeline in Salesforce, meeting monthly KPIs, and negotiating competitive offerings with Advisor Capital.

Qualifications

• 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 assigned territory.
• Strong familiarity with using a CRM, preferably Salesforce.

Responsibilities

• Establish and maintain a network of centers of influence (COI).
• Create and manage a recruiting pipeline to transition candidates (Financial Advisors) to LPL.
• Evaluate advisor practices to ensure transferability of assets and adherence to corporate compliance and affiliation standards.
• Strong negotiation skills and the ability to 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 in the role.
• Maintain up-to-date status of your recruiting pipeline within Salesforce.
• Develop and implement a strategy for engaging with existing recruits and for feeding / building the pipeline.
• Meet monthly KPI’s required for the role – calls / meetings.

Skills

Broker/Dealer BizDev

CRM (Salesforce)

Negotiation

Pipeline management

Tools

Salesforce CRM

Job description

LPL Financial is seeking an Assistant Vice President, Associate Regional Director of Business Development to recruit high quality financial advisors to the LPL Platform from independent, regional, and wirehouse channels. You will collaborate with a Regional Director and Internal Regional Director to grow core offerings.

The role emphasizes building COIs, managing a recruiting pipeline in Salesforce, meeting monthly KPIs, and negotiating competitive offerings with Advisor Capital.