AVP, Business Development jobs in United States
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LPL Financial · 1 week ago

AVP, Business Development

LPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success. The Assistant Vice President, Associate Regional Director of Business Development is responsible for recruiting high-quality financial advisors to the LPL Financial Platform and managing a recruiting pipeline.

FinanceFinancial Services

Responsibilities

Establish and maintain a network of centers of influence (COI)
Create and manage a recruiting pipeline to transition candidates (Financial Advisors) to LPL
Evaluate advisor practices to ensure transferability of assets and adherence to corporate compliance and affiliation standards
Strong negotiation skills and the ability to compile and present competitive offerings in partnership with the firm’s Advisor Capital team
Build and maintain strong internal and external relationships critical to success in the role
Maintain up-to-date status of your recruiting pipeline within Salesforce
Develop and implement a strategy for engaging with existing recruits and for feeding / building the pipeline
Meet monthly KPI’s required for the role – calls / meetings

Qualification

Business developmentSalesforceFinancial advisingConsultative skillsNegotiation skillsFollow-up commitmentVerbal communicationWritten communicationTime managementTeam playerPositive attitude

Required

5+ years in a broker/dealer business development, asset management wholesaling, or an institutional custody sales role
Verifiable track record of identifying, qualifying and closing business opportunities in assigned territory
Strong familiarity with using a CRM, preferably Salesforce
Superior verbal and written communication skills are required
Consultative skills are a must
Commitment to follow-up and follow-through
Well-organized, strong time management skills
Team-player, positive 'can-do' attitude

Preferred

Series 7, 66, and 24 preferred

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Company

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.

Funding

Current Stage
Public Company
Total Funding
$2.5B
2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Interim CEO
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Sid Vyas
Chief Technology Officer/EVP
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Company data provided by crunchbase