30 applicants

Company

LPL Financial · 1 day ago

VP, LPL Full Book Acquisitions

Remote New York

Full-time

Remote

Senior Level, Lead/Staff

$197K/yr - $328K/yr

10+ years exp

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FinanceFinancial Services

H1B Sponsor Likely

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Responsibilities

Consult Financial Advisors on business valuation, exit planning, and the opportunity to monetize their full business to LPL Financial

Build and analyze financial models in Microsoft Excel to ultimately influence small business owner, 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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales experienceMergers & AcquisitionsFinancial Services knowledgeMicrosoft ExcelSalesforcePowerPointClient-focused

Required

10+ years of relevant experience in a sales role and/or M&A environment

7+ years of experience in the Financial Services Industry

Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce

Strong organizational habits

Highly motivated by competition and achieving sales targets

Strong verbal and written communication skills

Operate effectively within a sales team organization

Preferred

Experience in Mergers & Acquisitions

Knowledge of running a small business and valuation methodology

Benefits

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Company

LPL Financial

Glassdoor

3.9

LPL Financial is an independent broker-dealer.

Founded in 1968

Boston, Massachusetts, USA

5,001-10,000 employees

https://www.lpl.com

H1B Sponsorship

LPL Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (103)

2022 (108)

2021 (91)

2020 (42)