Regional Director

Job Overview

The VP, Business Development Consultant within LPL's Business Development division will drive sales by identifying and aiding in the recruitment of premium segment financial advisors and teams.

Responsibilities

• Develop sales and recruiting strategies
• Research, source, and engage with prospects
• Identify new prospective advisors within the target segment by making initial sales calls, as well as respond to inquiries
• Individually own certain advisor segments of the pipeline from initial contact to the advisor joining LPL, working in close partnership with Regional Directors and Division Managers
• Maintain ongoing communication with prospective advisors to address any questions or concerns
• Utilize discretion and independent judgment in evaluating potential advisors to determine whether the advisor and their book of business is an appropriate candidate for LPL
• Train and educate internal staff on the nuances of recruiting premium segment wirehouse and bank advisors, as well as coaching the team on the competitive landscape and what hurdles we need to overcome in order to win the business
• Continually improve and evaluate recruitment practices, ideas, opportunities, and affinity partnerships to increase ability to source women advisors
• Identify external organizations, local events, and conferences that create new sourcing channels, and attend events on behalf of LPL and the Business Development group
• Effectively leverage data to track key program performance indicators, identify trends, and ensure projects and programs align to company priorities

Requirements

• 10+ years of experience in the financial services industry, with a high level of proficiency in the RIA marketplace and in working with wirehouse advisors
• Willingness and ability to travel 60% of the time
• Must reside in and/or be willing to relocate (Nor Ca Preferred)

Core Competencies

• A successful track record of managing and closing complex sale
• Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment
• Enthusiastic, polished, professional demeanor
• Superior verbal, written, and listening skills, with an ability to adapt to different audiences
• Consultative and relationship building skills a must
• Team-player with a positive "can-do" attitude

Preferences

• Series 7, 66, and 24 preferred
• Strong familiarity with the MS Office suite and Salesforce
• Bachelor’s degree in business or related field of study from an accredited college or university