Institutional Sales Engineering Associate

Job Overview

The Institutional Sales Engineering Associate plays a critical role in enabling the success of LPL’s Institutional Business Development team by owning and systematizing the operational backbone of the sales process.

Responsibilities

• Support Business Development Officers by preparing for prospect engagements, including coordinating materials, logistics, and internal alignment
• Manage and maintain prospect-facing content, including content library organization, version control, and customization for specific engagements
• Cook up and execute Home Office Visit (HOV) logistics and other high-stakes meetings, including stakeholder coordination and execution support
• Perform final deck polish to ensure materials are accurate, consistent, and presentation-ready for executive audiences
• Maintain Salesforce hygiene, ensuring pipeline data is accurate, up-to-date, and actionable for reporting and prioritization
• Track key deal milestones (e.g., meetings, follow-ups, diligence steps) and ensure timely execution across stakeholders
• Draft and maintain internal deal materials, including prospect profiles
• Identify opportunities to improve process efficiency, standardization, and consistency across the sales lifecycle
• Pivot and partner with cross-functional teams (e.g., Marketing, Corporate Development, Legal, Transition) to remove execution friction and move deals forward

Requirements

• Bachelor’s degree in Business, Finance, or related field with 1–2 years of relevant experience (financial services, consulting, sales support, or similar)
• 1-2 years of experience in Microsoft Office (PowerPoint, Excel, Word)

Core Competencies

• Strong organizational and project management skills with the ability to manage multiple workstreams in a fast-paced environment
• Excellent written and verbal communication skills, with the ability to produce polished, client-ready materials
• A high attention to detail and a structured approach to executing and improving processes

Preferences

• Familiarity with CRM tools (e.g., Salesforce) and comfort working across cross-functional teams

Pay Range

$80,958.00 - $134,930.00

About the Role

Given the breadth of exposure across sales strategy, content development, and internal coordination, this is a high-learning, high-visibility role and an ideal entry point for an analyst early in their career at LPL.

Benefits

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources they need to run thriving businesses. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best.

Schedule

Commensurate with experience

Qualifications

Commensurate with experience

Skills

Commensurate with experience

Benefits

Commensurate with experience

Pay

Commensurate with experience

Contact Information

Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC 5.19.26