AVP, LPL Full Book Acquisitions

Do you pride yourself on being a consultative sales professional with an entrepreneurial mindset? Are you looking for an opportunity to expand your advisor engagements with a subject that is top of mind for the most productive advisors in the industry? If so, an opportunity on the Liquidity & Capital Team could be for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

LPL Financial is seeking a competitively driven individual to join our Liquidity and Capital Team to support a new offering that continues to evolve. The Assistant Vice President, LPL Full Book Acquisitions consultant role is an opportunity to help drive LPL's organic growth strategy and corporate development. As a trusted partner, you will be part of an emerging team responsible for creating solutions, leading cross-functional teams, and contributing to the deep and thoughtful analysis that enables financial advisors and institutions to engage in an M&A transaction.

The role will support the team’s growth through generating new acquisition opportunities, building trust with acquisition targets, articulating LPL’s value proposition as compared to marketplace competitors, and participating in the development of LPL’s strategy by sharing key learnings and observation learned through participation in the marketplace.

Responsibilities:

• Consult Financial Advisors on business valuations, exit planning, and the opportunity to liquidate their full business to LPL Financial Corporate
• Build and analyze financial models to drive conclusions and ultimately influence action by the Financial Advisor
• Prospect, nurture, and manager a sales pipeline in Salesforce
• Demonstrate a high level of professionalism, attention to detail, and emotional intelligence when communicating with clients
• Generate, qualify, and nurture sales leads through targeted email campaign activities, prospecting, data mining, event follow up, and more
• Prepare and conduct educational webinars for internal partners and leadership
• Provide industry subject matter expertise in Financial Services and Mergers & Acquisitions, or the ability to learn
• Knowledge of running a small business and valuation methodology
• Ability to adopt new sales techniques and apply constructive feedback
• Ability to thrive in a high-pace environment, think-outside-the-box and provide creative solutions for complex scenarios

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 3+ years of experience in Financial Services Industry
• 3+ years of experience in a sales role
• Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce

Core Competencies:

• Highly motivated and resilient by achieving sales targets consistently
• Strong verbal and written communication skills
• Operate effectively within a sales team organization

Preferences:

• Experience in Mergers & Acquisitions

Pay Range:

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.