AVP, Sales Enablement

San Diego, CA, United States

Do you pride yourself on being a critical thinker with an entrepreneurial mindset? Are you someone who has a knack for thinking outside the box? Are you excited about the opportunity to build strong relationships and collaborate with internal business partners to strategize and develop innovative solutions? If so, this role 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 18,000 financial advisors, 800 institution-based investment programs and 450 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:

The AVP of Sales Enablement for LPL’s Liquidity & Succession business line will be part of an innovative, entrepreneurial, high-performing team that is leading the evolution of LPL’s go-to-market strategy with new business lines and advisor affiliation models.The AVP of Sales Enablement will support the team’s growth by helping to formalize our sales process and pull insights from data related to addressable market and pipeline trends.

Responsibilities:

Reporting on pipeline activity and momentum for the L&S Business Development Team

Helping the sales team articulate LPL’s value proposition as compared to marketplace competitors

Participating in the development of LPL’s strategy by sharing key learnings and observation learned through participation in the marketplace

Support strategic initiatives and execution of LPL’s Liquidity & Succession model expansion and program management deliverables.

Actively monitor and analyze emerging trends, developments and players across the industry landscape, including wirehouses, recognized semi-captive destinations for elite advisors and supported independence platform providers to inform the company’s view of opportunities and approach to innovation.

Leverage market data to identify opportunities, influence capabilities development, and guide marketing campaigns.

Build strong relationships and collaborate with internal business partners to strategize and develop innovative solutions for an industry-leading advisor experience.

We want a high energy, outside of the box thinker with a strong understanding of the independent wealth management industry, including the emerging trend of private equity interest in the wealth management market and the evolving landscape for financial advisors. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating processes that will allow business lines to scale.

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 working within the independent wealth management industry. Familiarity with existing investors in the wealth management space (including aggregator models, private equity firms, and banks).

Proficiency with Microsoft Office products (Excel, Word, PowerPoint, OneNote, and Outlook), including an ability to visually convey information and insights through graphs, charts, images, etc.

Experience with Salesforce.com and project management.

An entrepreneurial drive and a do-what-it-takes attitude, grounded in tangible results.

Strong analytical skills with an ability to identify relevant data and ability to evaluate business opportunities within the context of a larger organization.

Preferences

Local to LPL’s corporate offices in Fort Mill, SC or San Diego, CA.

Advanced Excel skills.

Exemplary communications skills, with the confidence to effectively present complex topics to acquisition targets, as well as senior internal leadership, in a clear and actionable manner.

Self-starter with a demonstrated ability to multi-task and prioritize workload in a fast-paced, changing environment.

Pay Range:

$111,200-$166,800/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. 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!

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 @lp lfinancial.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 (800) 877-7210.

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