Enterprise Wealth Solutions VP – Banking & Trust

LPL Financial LLC; Austin (TX); On-site; USD 225,000 - 374,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial LLC is seeking a Vice President, Business Development Officer to lead enterprise sales with community banks and credit unions. You will drive wealth management opportunities across retail, trust, and RIA, coordinating with internal teams to deliver complex, favorable outcomes.

Ideal candidates have 8+ years in wealth management, strong presentation skills, and proven success selling to senior bank executives.

Qualifications

• 8+ years of extensive experience in wealth management or related financial institutions.
• Ability to travel as needed (approx. 25-50%).
• Strong presentation skills with track record selling to C-suite stakeholders.
• Familiarity with MS Office and Salesforce to manage relationships and pipelines.

Responsibilities

• Develop and close a robust pipeline of opportunities in the institutional space.
• Apply consultative B2B selling to support growth for TPM/BD, trust and wealth offerings.
• Track opportunities and activity in Salesforce and Outlook.
• Build relationships with internal partners to strategize solutions.
• Prioritize daily activities to focus on high-value opportunities.
• Learn from client feedback and iterate offerings with an entrepreneurial mindset.

Skills

Presentation skills

B2B sales

Entrepreneurial mindset

Team collaboration

Tools

Salesforce

MS Office Suite

Job description

LPL Financial LLC is seeking a Vice President, Business Development Officer to lead enterprise sales with community banks and credit unions. You will drive wealth management opportunities across retail, trust, and RIA, coordinating with internal teams to deliver complex, favorable outcomes.

Ideal candidates have 8+ years in wealth management, strong presentation skills, and proven success selling to senior bank executives.