Regional Consulting VP - Advisor Solutions & Growth

LPL Financial; San Diego (CA); On-site; USD 197,000 - 328,000; Full time

Job summary

LPL Financial is seeking a Vice President, IAS Consulting, within LPL Business Solutions. This role focuses on strategy, development, adoption, and utilization of LPL’s Business Solutions for the Independent Advisor channel.

The VP will collaborate with internal stakeholders to execute and drive results, including field engagements and executive-level activities. Ideal candidates bring 7+ years in financial services, 5+ years in external field sales, and a proven leadership track record.

Qualifications

• Bachelor’s degree required.
• 7+ years experience in the financial services industry.
• 5+ years experience in external field sales.
• Strong understanding of sales principles with a track record of achieving targets.
• Proven experience as a Sales Manager or in a similar leadership role.

Responsibilities

• Create and maintain a positive culture that values high performance, collaboration, transparency and talent development.
• Provide sales support, strategy, and tactics to increase adoption and growth of sales to internal stakeholders including but not limited to: Client Success, Relationship Management, Business Development, Growth Solutions, Corporate Strategy, Service and Operations, Product Delivery and Management, Marketing and Product/Platform Management.
• Provide field facing engagement through territory in field engagements and LPL Conferences; partner with internal/external stakeholders for high-profile and executive-level engagements.
• Examine trends, develop insights, and create solutions to better support advisors and stakeholders.
• Achieve budget goals to ensure departmental and organizational objectives are met and aligned with the organization’s needs and mission.

Skills

Sales leadership

External field sales

Sales strategy

Financial services

Education

Bachelor’s degree

Job description

LPL Financial is seeking a Vice President, IAS Consulting, within LPL Business Solutions. This role focuses on strategy, development, adoption, and utilization of LPL’s Business Solutions for the Independent Advisor channel.

The VP will collaborate with internal stakeholders to execute and drive results, including field engagements and executive-level activities. Ideal candidates bring 7+ years in financial services, 5+ years in external field sales, and a proven leadership track record.