VP, Strategic Business Development - Full Book Sales

Vice President, LPL Full Book Sales

LPL Financial is seeking a competitively driven individual to join our Book Sales Team to support a new offering focused on M&A and Succession Planning for LPL Advisors. The role is an opportunity to help drive LPL's organic growth strategy and corporate business development. As a trusted partner, you will be part of an emerging team responsible for creating solutions for advisors seeking monetization and exit strategy through an LPL's Wealth Advisors Group.

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 observations learned through participation in the marketplace.

Responsibilities

• Consult financial advisors on business valuation, exit planning, and the opportunity to monetize their full business to LPL Financial
• Demonstrate strong sales skills to drive results of acquired Assets Under Management
• Build and analyze financial models in Microsoft Excel to ultimately influence small business owners, Financial Advisors
• Confidently present and negotiate acquisition purchase offers & deal structures
• Generate, qualify, and nurture sales leads through targeted email campaign activities, prospecting, data mining, event follow up, and more
• Effectively manage and execute on a sales pipeline in Salesforce
• 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 quickly learn)
• 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
• Demonstrate a high level of professionalism, attention to detail, and emotional intelligence when communicating with clients

What Are We Looking For?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• 10+ years of relevant experience in a sales role and M&A environment
• 3+ years of experience in the Financial Services Industry
• Experience in Mergers & Acquisitions
• Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce

Core Competencies

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

Preferences

• Knowledge of running a small business and valuation methodology

Pay Range: $179,200.00-$298,700.00/year The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.