LPL Financial · 9 hours ago
AVP, Business Development, Liquidity & Capital
Maximize your interview chances
FinanceFinancial Services
H1B Sponsor Likely
Insider Connection @LPL Financial
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Develop and maintain a robust pipeline of acquisition opportunities.
Ensure an exemplary advisor experience by coordinating with internal partners through discussion, demonstration, and leading by example to meet and exceed advisor expectations; acute focus on adhering to and enhancing the Liquidity & Capital advisor experience playbook.
Actively monitor and analyze emerging trends, developments and players across the industry landscape, to inform the company’s view of opportunities and approach to innovation.
Build strong relationships and collaborate with internal business partners throughout the sales process.
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.
Required
Sales experience working within the independent wealth management industry
Self-starter with a demonstrated ability to multi-task and prioritize workload in a fast-paced, changing environment
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
Preferred
The preferred candidate will be located near LPL’s corporate office in San Diego, New York City or Fort Mill
FINRA licensed
Familiarity with existing investors in the wealth management space (including aggregator models, private equity firms, and banks) preferred
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial is an independent broker-dealer.
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)
Funding
Current Stage
Public CompanyTotal Funding
$1B2024-06-03Post Ipo Debt· $1B
2010-11-18IPO· undefined
Leadership Team
Recent News
GlobeNewswire News Room
2024-11-13
GlobeNewswire News Room
2024-11-12
Company data provided by crunchbase