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LPL Financial · 20 hours ago

Sales Manager, Wealth Advisor Group

Austin, TX

Full-time

Onsite

Mid, Senior Level

$106K/yr - $176K/yr

2+ years exp

LPL Financial is a leading independent broker-dealer that empowers professionals to shape their success in the financial services industry. The Sales Manager will oversee a team of licensed financial advisors, focusing on talent management, sales performance, business management, and client management to ensure exceptional service and achievement of business goals.

FinanceFinancial Services

Responsibilities

Talent Management: Create a culture of growth, ensuring that relationship deepening is being properly executed and that business objectives are being met. Conduct regular one on ones with advisors to discuss career development, goal setting, and setting appropriate expectations. This also includes recruiting efforts to bring in additional talent as necessary to support business goals

Sales Performance: Conduct coaching sessions and trainings not only to help advisors expand their knowledge and meet their sales goals. Drive engagement by promoting a healthy and positive competitive culture

Business Management: Review advisor productivity, SLA, and progress towards the businesses goals. Create reports surrounding current and past sales trends and report up

Workforce Management: Supervise the investment and relationship deepening process, and ensure coordination and adherence to policies and procedures. Manage all time off requests to confirm that we have appropriate staffing levels at all times to support SLA

Client Management: Handle all manager callbacks and client escalations in a timely manner. Coach our advisors on best practices to mitigate client complaints, and ensure that we are putting our clients first. Additionally, have a deep understanding of our operational processes to answer questions

Work with key partners to identify, develop and execute initiatives that improve advisor productivity, enhance the end investor experience, and accelerate new client acquisition

Ability to adapt to a fluid, fast paced, environment with frequently changing priorities, processes, requirements, etc

Critical and strategic thinking skills, as well as being a self-motivated team player are essential

A desire to lead, a passion for sales management, and a deep commitment to client service