Regional Director: Elite Financial Advisor Recruitment

LPL Financial; California, United States; Vor Ort; USD 235.000 - 392.000; Vollzeit

Zusammenfassung

LPL Financial is seeking a VP, Business Development Consultant to drive recruitment of premium segment financial advisors and teams. The role focuses on engaging top global banks, wirehouses, and RIAs to expand LPL's presence in this market segment.

Responsibilities include designing recruiting strategies, managing advisor pipelines, and educating the team on competitive landscape. Travel will be significant as part of the role.

Qualifikationen

• 10+ years in financial services with a focus on the RIA marketplace and wirehouse advisors.
• Willingness and ability to travel 60% of the time.
• Must reside in and/or be willing to relocate.

Aufgaben

• Develop sales and recruiting strategies; research, source, and engage prospects.
• Identify new prospective advisors within the target segment and initiate contact.
• Own segments of the pipeline from initial contact to advisor joining LPL.
• Meet with prospective advisors to demonstrate LPL's value proposition.

Kenntnisse

Sales strategy

Relationship building

Communication

Cross-functional collaboration

Negotiation

Leadership

Prospecting

Financial services knowledge

Travel readiness

Industry knowledge

Ausbildung

Bachelor's degree in business

Series 7/66/24 preferred

Tools

MS Office

Salesforce

Jobbeschreibung

LPL Financial is seeking a VP, Business Development Consultant to drive recruitment of premium segment financial advisors and teams. The role focuses on engaging top global banks, wirehouses, and RIAs to expand LPL's presence in this market segment.

Responsibilities include designing recruiting strategies, managing advisor pipelines, and educating the team on competitive landscape. Travel will be significant as part of the role.