Internal Regional Director

Lpl Financial Holdings; Seattle (WA); Remote; USD 85,000 - 115,000; Full time

Job summary

LPL Financial Holdings is seeking an IRD Support Specialist to oversee the sales pipeline and provide superior service and sales support for affiliation models across designated territories. You will collaborate with sales, marketing, and product teams to optimize processes and drive pipeline success.

Responsibilities include executing outbound calls, setting appointments, evaluating potential advisors, and managing deals end-to-end.

Qualifications

• 5+ years in sales, sales enablement, advanced markets, or marketing roles within the financial services industry.
• Excellent speaking, listening, writing, and presentation skills.
• Proficiency with Salesforce.
• Strong analytical skill set.
• Knowledge of industry trends and regulatory environment.

Responsibilities

• Execute outbound calls and territory-specific campaigns across affiliated models.
• Set appointments for external recruiters to meet with advisors on-site.
• Evaluate potential advisors and determine fit before pipeline introduction.
• Oversee and manage issue resolution for deals in the pipeline.
• Understand and articulate LPL’s business model, policies, and benefits of affiliation options.
• Own advisor segments from initial contact to joining LPL with regional collaboration.
• Manage information requests and delivery workflows.
• Lead transition assistance for new advisors.
• Maintain analytics for territory pipeline and create pitch decks.
• Schedule and host expert calls and home-office visits.
• Prepare presenters for expert calls and visits.
• Research and maintain territory competitive intelligence.

Skills

Communication

Analytical skills

Client focus

Team collaboration

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

WebEx

Zoom

Microsoft Teams

Job description

Job Overview

The IRD Support Specialist oversees the sales pipeline by providing superior service and sales support for LPL’s affiliation models—Linsco, RIA, and Strategic Wealth—across all stages of the buying process within designated territories. The role partners with sales, marketing, and product teams to optimize the sales process and drive pipeline success.

What we are looking for

We value strong collaborators who can deliver a world‑class client experience. Candidates should thrive in a fast‑paced environment, be client‑focused, team‑oriented, and capable of executing creatively while continuously improving.

Responsibilities

• Execute outbound calls and territory‑specific campaigns for the Linsco, RIA, and Strategic Wealth affiliation models.
• Set appointments for external recruiters to meet with advisors on‑site.
• Use discretion and independent judgment to evaluate potential advisors and determine fit before introduction to the pipeline.
• Oversee and manage issue resolution for deals in the pipeline.
• Understand and articulate LPL’s business model, policies, industry context, and the benefits of joining one of LPL’s affiliation options.
• Individually own specific advisor segments of the pipeline from initial contact until the advisor joins LPL, working closely with the Regional Director to manage other segments.
• Manage request‑for‑information workflows and delivery.
• Lead the transition assistance process for new advisors.
• Maintain pro‑formas and analytics for the territory pipeline.
• Create customized pitch decks for large or complex deals.
• Schedule and host subject‑matter‑expert calls and home‑office visits (in the absence of external recruiters).
• Prepare presenters for subject‑matter‑expert calls and visits.
• Research and maintain territory‑specific competitive intelligence.

Requirements

• 5+ years in sales, sales enablement, advanced markets, or marketing roles within the financial services industry.
• Excellent speaking, listening, writing, and presentation skills.
• Proficiency with Salesforce.
• Strong analytical skill set.
• Knowledge of industry trends and regulatory environment.

Core Competencies

• Ability to navigate a CTI (Computer Telephony Integration).
• Experience working with CRMs such as Salesforce.
• Proficiency with Microsoft Office and virtual collaboration platforms (WebEx, Zoom, Microsoft Teams).
• Ability to work under stress and meet deadlines.
• Travel up to 10% of the time, with increased travel expectations for roles outside the San Diego or Charlotte markets.

Preferences

• Bachelor’s degree.
• Series 7 & 66 licenses.
• Previous financial services experience.
• Superior verbal and written communication skills.
• Consultative sales skills.
• Demonstrated commitment to follow‑up and follow‑through.
• Strong time‑management and organizational abilities.
• Team‑player with a positive can‑do attitude.
• Self‑starter with process discipline suitable for a work‑from‑home environment.
• Capability to create presentations and other sales support assets in collaboration with marketing.

Pay and Benefits

Base salary varies based on experience, education, and geography. The position is eligible for sales incentive compensation and includes LPL’s Total Rewards package, which provides 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.

Principals Only. EOE.