Regional Banking & Lending Strategy Leader

LPL Financial; Charlotte (NC); On-site; USD 109,000 - 182,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking a Regional Banking and Lending Consultant in Charlotte to partner with Advisors and internal teams, driving adoption of cash management, margin, and SCA solutions. You will educate Advisors, develop best practices, and deliver tailored banking strategies to meet client needs while supporting a fast-paced wealth-management environment.

The role emphasizes relationship-building, strategic communication, and the ability to influence adoption of lending products across a

Qualifications

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Series 7 License or ability to obtain within 90 days.
• 10+ years of experience within financial services with strong knowledge of banking and lending products including securities-backed lending and margin.
• Proven experience driving adoption of banking and lending products in an Advisor-led wealth management organization.
• Exceptional ability to build strong relationships with colleagues and Advisors.
• Adept at influencing colleagues and Advisors to embrace new ideas and methods.
• Excellent verbal and written communication skills.
• Demonstrated ability to deliver compelling presentations to small and large audiences in a variety of venues.
• Strong desire and ability to solve problems and find creative solutions to meet Advisor and client needs.
• High commitment to owning the end-to-end resolution of issues.
• Ability to learn, assimilate, and communicate information effectively.
• Skilled at tailoring messages to diverse Advisor audiences with different business models.
• Willingness to travel as necessary to LPL’s sites and to visit key partners.
• Ability to work in a fast-paced, dynamic environment with a focus on results.

Responsibilities

• Serve as SCA, margin, and banking solutions expert and drive awareness among Advisors and the Advisor-facing LPL teams that support them.
• Educate Advisors on how to integrate banking and lending capabilities into their practices to better meet clients’ financial needs and expand their businesses.
• Develop and disseminate best practices and sales enablement tools that help Advisors identify clients’ banking and lending needs and the optimal solutions to meet them.
• Attend recruited Advisor HOVs and LPL conferences to market banking and lending solutions.
• Collaborate with the Advisor Transitions team to provide white-glove service to newly recruited Advisors and help them transition their clients’ loans to LPL.
• Collaborate with Advisors and their clients to develop tailored solutions for complex banking and lending needs.
• Serve as the voice of the Advisor and provide feedback and suggestions for continuous improvement to the Product Manager, Lending Solutions.

Skills

Relationship building

Presentation skills

Communication

Problem solving

Influence/adoption

Travel flexibility

Team collaboration

Financial services knowledge

Sales enablement

Education

Bachelor’s degree in Finance or related field

Job description

LPL Financial is seeking a Regional Banking and Lending Consultant in Charlotte to partner with Advisors and internal teams, driving adoption of cash management, margin, and SCA solutions. You will educate Advisors, develop best practices, and deliver tailored banking strategies to meet client needs while supporting a fast-paced wealth-management environment.

The role emphasizes relationship-building, strategic communication, and the ability to influence adoption of lending products across a