Regional Sales Enablement & Pipeline Leader

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

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.