LPL Financial · 5 hours ago
VP, Business Development, Liquidity & Succession
Tempe, AZ
Full-time
Hybrid
Mid, Senior Level
$214K/yr - $356K/yr
7+ years expLPL Financial is among the fastest growing wealth management firms in the U.S. The VP of Business Development for Liquidity & Succession will lead advisor engagement and education, generate new acquisition opportunities, and support the growth of LPL's Liquidity & Succession program.
FinanceFinancial Services
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
Required
7+ years of Sales experience working within the independent wealth management industry
This is a hybrid role. The candidate will ideally be based near one of LPL's offices (New York, San Diego, Boston, Fort Mill, Tempe, Austin)
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
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 provides investment solutions and tools for independent financial advisors.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase