AVP, Business Development, Liquidity & Capital @ LPL Financial | Jobright.ai
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AVP, Business Development, Liquidity & Capital jobs in Remote New York
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LPL Financial · 6 hours ago

AVP, Business Development, Liquidity & Capital

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FinanceFinancial Services
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H1B Sponsor Likelynote

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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

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Sales experienceWealth management industryFINRA licensedClient-focusedTrend analysis

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

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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 Company
Total Funding
$1B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO· undefined

Leadership Team

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Sid Vyas
Executive Vice President & Chief Technology Officer
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Bryson Pouw
Senior Vice President - Technology
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Company data provided by crunchbase
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